Supports the firm’s investment operations by assisting with trade execution, portfolio reporting, and account reconciliations. Works closely with advisors to help ensure trades are processed accurately, reports are prepared in a timely manner, and client accounts remain up to date. Contributes to efficient operational workflows while maintaining accuracy, regulatory compliance, and a high standard of service across all investment related activities.

Cesar holds a bachelor’s degree in Business Administration with a concentration in Finance. He has also successfully passed the FINRA Series 65 and Series 63 examinations, demonstrating his commitment to professional development and the financial services industry. His background in investment operations and financial reporting helps support the firm in delivering accurate, timely, and efficient service to both advisors and clients.