Juan Carlos Avila, AIF

Transcription

1 Juan Carlos Avila, AIF Summary Juan is Managing Director and Partner at Toroso Investments, LLC, a registered investment advisor firm. Toroso is committed to providing its clients with strategies that allow them to express their economic point of view, consistent with their risk tolerance and time horizon, through core asset allocation and income strategies that are intended to perform well in all economic climates. Juan provides investment advisory and retirement plan advisory services to clients, which include high net worth individuals, business owners, public and private corporations, public sector entities, and not-for-profit entities and foundations. Juan has 22 years of financial service industry experience. Prior to joining Toroso, he spent 3 years as a Senior Vice President with Mesirow Financial where he co-led an investment advisory practice with Olga Camargo. Prior to joining Mesirow Financial, Juan spent 19 years at Merrill Lynch where he was a Senior Financial Advisor, Vice President, with their Private Client Wealth Management Group. Juan serves as Board Chair for the Hispanic Alliance for Career Enhancement (HACE). He received his bachelor of science degree in economics from the University of Wisconsin at Madison, and his masters in business administration degree from Northwestern University Kellogg School of Management. In 2011 he earned the Accredited Investment Fiduciary (AIF ) professional designation. Most recently Chicago United recognized Juan as its 2011 Most Valuable Partner and the Chicago Latino Network voted Juan the 2011 Latino Professional of the Year. Juan was named one of Chicago Magazine's "Five Star Wealth Managers" for 2012, 2011 and 2010 as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction. Specialties: Investment Advisory, Portfolio Management, Retirement Plan Advisory, Wealth Management, Fluent in Spanish Experience December Present (2 months) Provide investment management and retirement plan advisory services for clients that include high net worth individuals, business owners, public and private corporations, public sector entities, and not-for-profit entities and foundations. Senior Vice President, Investment Advisory & Retirement Plan Advisory at Mesirow Financial September Present (3 years 5 months) As co-head of the Avila Camargo team, Juan provided investment advisory and retirement plan advisory service for clients that included public and private corporates, public sector entities, high net worth Page1

2 individuals, business owners, not-for-profit entities and foundations. Related to Investment Advisory, Juan provided clients with timely advice to help them properly navigate the financial markets and meet their specific financial goals. He provided clients with active investment strategies that tactically allocate assets to areas of the market that are trending well. Related to Retirement Plan Advisory, Juan provided comprehensive qualified plan services that helped retirement plan sponsors address their fiduciary obligations and create a compelling benefits package for their employees. Senior Financial Advisor, Vice President at Merrill Lynch February September 2009 (19 years 8 months) Worked with a select group of individuals and their families to create and implement financial solution and assure they have the means to realize their dreams. Publications Hispanic Executive Hispanic Executive July 1, 2012 Authors: Juan Carlos Avila, AIF, Tina Vasquez I made decisions based on my value system because I saw that the system I was working within was flawed. Certifications Accredited Investment Fiduciary designee (AIF ) Center for Fiduciary Studies, LLC Courses Independent Coursework Corporate Governance, December 6, 2011 Board Governance: Professional Development through Community Service, May 19, 2011 University of Notre Dame Northwestern University Page2

3 Organizations Policeman's Annuity & Benefit Fund of Chicago Trustee January 2013 to Present Hispanic Alliance for Career Enhancement (HACE) Chair, Board of Directors September 2007 to Present The Hispanic Alliance for Career Enhancement (HACE) is a national non-profit organization dedicated to the advancement of Latino professionals. Through education, access, and professional development, HACE helps Latinos succeed in every phase of their careers. Chicago United Member, Leaders Council & Committee Chair, 2011 Business Leaders of Color May 2009 to Present Chicago United is an advocacy organization made up of racially diverse CEOs and executive-level management who increase economic opportunity for all races by promoting multiracial leadership development in corporate governance, the leadership pipeline and business partnerships. Walter E. Heller College of Business Administration Member, Advisory Board May 2009 to Present Roosevelt University's Walter E. Heller College of Business provides a diverse population of students the best opportunity to develop critical skills necessary for success. This education emphasizes professional integrity, sustainable business practices, and global engagement. New Futuro Member, Advisory Council May 2010 to Present New Futuro provides Latino families with a one-stop-shop to help them get their children into college and beyond. By becoming members of New Futuro, parents and students gain access to free, bilingual information and tools to create a step-by-step plan to get into college. New Futuro enhances the probability of success by connecting members with non-profit organizations and educational institutions via New Futuro s website, magazines and neighborhood outreach efforts. Rather than relying on the government or charitable dollars, New Futuro partners with Fortune 500 companies who sponsor New Futuro activities. This socially innovative model allows companies to create meaningful brand relationships with Latino families by helping their students succeed in college and beyond. Education Northwestern University - Kellogg School of Management MBA, Management & Organizations, Management & Strategy, Entrepreneurship, Page3

4 University of Wisconsin-Madison BS, Economics, Roslyn High School Honors and Awards Named one of Chicago Magazine's "Five Star Wealth Managers" for 2012, 2011 and 2010, as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction. Recognized by Chicago United as its 2011 Most Valuable Partner Voted as 2011 Latino Professional of the Year by the Chicago Latino Network, an organization with 48,000 members Received the 2010 Chicago United Visionary Honorable Recognition Leaders Award Page4

5 Juan Carlos Avila, AIF Contact Juan Carlos on LinkedIn Page5