Profilo
Jorge Unda Rodriguez is currently working as an International Client Advisor & Financial Advisor at Morgan Stanley & Co. LLC since 2022.
Prior to this, he worked as a Chief Investment Officer at BBVA Bancomer Gestión S.A.
de C.V.
SOFI.
He also worked as a Chief Investment Officer at PNC Managed Account Solutions, Inc. from 2020 to 2023.
Posizioni attive di Jorge Unda Rodriguez
Società | Posizione | Inizio |
---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 01/10/2022 |
Precedenti posizioni note di Jorge Unda Rodriguez
Società | Posizione | Fine |
---|---|---|
PNC Managed Account Solutions, Inc.
PNC Managed Account Solutions, Inc. Investment ManagersFinance PNC Managed Account Solutions, Inc. (PNC MAS) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1996 and formerly known as BBVA Wealth Solutions, Inc. They are a wholly owned subsidiary of BBVA USA, which is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC MAS provides investment advisory services for institutional and certain individual clients for taxable and tax exempt accounts and provides fee-based financial planning and advisory services to high net-worth clients comprised primarily of business owners, corporate executives and professionals. | Direttore degli Investimenti | 01/01/2023 |
BBVA Bancomer Gestión S.A. de C.V. SOFI
BBVA Bancomer Gestión S.A. de C.V. SOFI Investment ManagersFinance BBVA Bancomer Gestión S.A. de C.V. SOFI, dba BBVA Bancomer Asset Management (BBVA AM), is the Mexican fund management subsidiary of Grupo Financiero BBVA México SA de CV, itself a subsidiary of Banco Bilbao Vizcaya Argentaria SA (BME: BBVA) in Spain. The firm was founded in 2001 and is headquartered in Mexico City. BBVA AM is the investment management arm of BBVA Group that gathers together all the Group´s asset management activities worldwide. | Direttore degli Investimenti | - |
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 | 3 |
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BBVA Bancomer Gestión S.A. de C.V. SOFI
BBVA Bancomer Gestión S.A. de C.V. SOFI Investment ManagersFinance BBVA Bancomer Gestión S.A. de C.V. SOFI, dba BBVA Bancomer Asset Management (BBVA AM), is the Mexican fund management subsidiary of Grupo Financiero BBVA México SA de CV, itself a subsidiary of Banco Bilbao Vizcaya Argentaria SA (BME: BBVA) in Spain. The firm was founded in 2001 and is headquartered in Mexico City. BBVA AM is the investment management arm of BBVA Group that gathers together all the Group´s asset management activities worldwide. | Finance |
PNC Managed Account Solutions, Inc.
PNC Managed Account Solutions, Inc. Investment ManagersFinance PNC Managed Account Solutions, Inc. (PNC MAS) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1996 and formerly known as BBVA Wealth Solutions, Inc. They are a wholly owned subsidiary of BBVA USA, which is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC MAS provides investment advisory services for institutional and certain individual clients for taxable and tax exempt accounts and provides fee-based financial planning and advisory services to high net-worth clients comprised primarily of business owners, corporate executives and professionals. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
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