RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
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
Experience:
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
Contact:
P: (206) 741-1261
