Rafael O. Velez, AIF®
Rafael is the Managing Director, Chief Compliance Officer, Co-Founder and an Investment Advisor Representative. He holds a B.S. from Menlo College and the Accredited Investment Fiduciary® designation, which is associated with Katz, School of Business at The University of Pittsburg. He has over 25 years of experience and his prior affiliations were Raymond James, Citicorp, American Express, Kidder, Peabody and Bateman Eichler Hill Richards.