Jorge Rodriguez-Lugo
Nessuna posizione attualmente
Profilo
Mr. Rodriguez-Lugo is a founding member of the Vanquish Capital Group and its President .
Prior to his Vanquish Capital Group involvement, Mr. Rodriguez-Lugo was a Senior Vice President at Lehman Brother’s Private Investment Management Division in Palm Beach Fl.
(1999-2005).
In addition to designing and implementing Lehman’s strategy for the institutional coverage of banks and other financial institutions in Puerto Rico, Mr. Rodriguez-Lugo headed a group of professionals responsible for managing over $250mm of private wealth from clients in the Palm Beach area.
From 1997-1998, Mr. Rodriguez-Lugo worked at Adams Viner and Mosler/III promoting unique arbitrage opportunities using mortgage securities and derivatives to a select group of institutional clients in the U.S.
Before joining AVM/III, Mr. Rodriguez spent 14 years in N.Y.
as a senior institutional mortgage and derivatives sales person at various Wall Street firms (UBS 10 yrs, Chase Securities 3yrs.).
Mr. Rodriguez-Lugo started his banking career at Citibank in Puerto Rico where he successfully completed the Credit Training program in 1981.
He left Citibank as part of a group of professionals who opened an institutional coverage office for E.F.
Hutton in Puerto Rico.
Mr. Rodriguez-Lugo received a Bachelors degree in Economics from the University of Massachusetts in 1979.
Precedenti posizioni note di Jorge Rodriguez-Lugo
Società | Posizione | Fine |
---|---|---|
Vantage Advisors LLC
Vantage Advisors LLC Investment ManagersFinance Vantage Advisors LLC is a hedge fund manager headquartered in Miami, Florida. The firm is a subsidiary of Vanquish Capital Group LLC. It was founded by Donald Uderitz. In 2022, EP Wealth Advisors LLC, a subsidiary of EPWA, Inc., acquired the firm from Vantage Capital Group LLC. Vantage Advisors provides investment advisory services to high net-worth individuals, funds-of-funds and institutional investors. | Portfolio Manager-Fixed Income | 05/06/2008 |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Corporate Officer/Principal | 02/01/2005 |
AVM LP
AVM LP Miscellaneous Commercial ServicesCommercial Services AVM LP provides brokerage, trading, and administrative services. It specializes in back office, middle office, trade support, and risk reporting services. The company was founded by Warren Bruce Mosler and Clifford George Viner in 1983 and is headquartered in Boca Raton, FL. | Corporate Officer/Principal | 01/01/1998 |
Chase Securities, Inc. | Corporate Officer/Principal | - |
Formazione di Jorge Rodriguez-Lugo
University of Massachusetts | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
AVM LP
AVM LP Miscellaneous Commercial ServicesCommercial Services AVM LP provides brokerage, trading, and administrative services. It specializes in back office, middle office, trade support, and risk reporting services. The company was founded by Warren Bruce Mosler and Clifford George Viner in 1983 and is headquartered in Boca Raton, FL. | Commercial Services |
Chase Securities, Inc. | Finance |
Vantage Advisors LLC
Vantage Advisors LLC Investment ManagersFinance Vantage Advisors LLC is a hedge fund manager headquartered in Miami, Florida. The firm is a subsidiary of Vanquish Capital Group LLC. It was founded by Donald Uderitz. In 2022, EP Wealth Advisors LLC, a subsidiary of EPWA, Inc., acquired the firm from Vantage Capital Group LLC. Vantage Advisors provides investment advisory services to high net-worth individuals, funds-of-funds and institutional investors. | Finance |
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