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Walter Rizo
Director of Investments chez
Mission Wealth Management LP
Profil
Mr. Walter A. Rizo, CFA, is a Partner & Director of Investments at Mission Wealth Management LP.
His primary responsibilities include conducting investment research to help identify promising opportunities, executing trades to optimize portfolio performance, and analyzing portfolio data.
He has been in the financial services industry since 2015.
Prior to Mission Wealth, he spent a combined 7 years at Charles Schwab and Merrill Lynch where he gained extensive wealth management experience including portfolio management, trading, and wealth planning.
He has a BBA in Finance and Economics from Loyola University, New Orleans.
He also earned his CFA (Chartered Financial Analyst) designation.
Postes actifs de Walter Rizo
| Sociétés | Poste | Début |
|---|---|---|
Mission Wealth Management LP
 Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Director of Investments | 01/01/2025 |
Formation de Walter Rizo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Loyola University New Orleans
 Loyola University New Orleans Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Finance |
