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Rafael A. Villagran

Portfolio Manager / Head of Asset Management

Role & Responsibilities:

  • Works directly with Advisor clients

  • Leads Portfolio Consulting & Research Services

  • Lead Portfolio Manager on Strategic Managed Portfolios

  • Supervises & Contributes to Trade Execution Services


  • Over 30 years direct investment experience

  • Sellside equity research analyst

  • Institutional SMA & mutual fund manager

  • Wealth Management PM, Investment Committee Chair & experienced Out-Sourced Consultant

  • Has worked on behalf of diverse RIAs/clients - from single advisor practices to national firms with multi-billion dollar AUMs

  • Full bio vailable on LinkedIn


P: (206) 741-1261


Rafael A. Villagran
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