Profil
Mr. Jorge R.
Herrera is Co-Founder & Wealth Management Advisor at GenTrust Wealth Management LLC.
He co-founded the firm in December 2011.
Mr. Herrera was previously employed as a Principal by Merrill Lynch, Pierce, Fenner & Smith, Inc.
Mr. Herrera received his undergraduate degree from the University of Miami (Florida) and an MBA from the University of Miami (Florida).
Anciens postes connus de Jorge Rafael Herrera
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | 30/11/2011 |
GenTrust LLC
 GenTrust LLC Investment ManagersFinance GenTrust LLC is an independent registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2011 as GenTrust Wealth Management LLC. GenTrust provides wealth management, investment management, risk management, financial planning, and consulting services to individuals, banks or thrift institutions, trusts, estates, charitable organizations, corporations and business entities. | Fondateur | - |
Formation de Jorge Rafael Herrera
| University of Miami | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
GenTrust LLC
GenTrust LLC Investment ManagersFinance GenTrust LLC is an independent registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2011 as GenTrust Wealth Management LLC. GenTrust provides wealth management, investment management, risk management, financial planning, and consulting services to individuals, banks or thrift institutions, trusts, estates, charitable organizations, corporations and business entities. | Finance |
