About Alberto Moreno
For the past two decades, I have helped affluent families and institutions address the diverse challenges of managing their wealth. I have worked with many families and institutions from across Latin America. I speak their language and understand their culture because I come from the same tradition. This has enabled me to understand my clients’ needs and build productive, long-term relationships. I was born in Cuenca, Ecuador where I lived until age 16. I also lived in Sweden for a year with a host family as an exchange student and graduated from High School in Southern California. I went on to earn a Bachelor of Arts in Economics at University of California in Santa Cruz (UCSC) and a Master of International Management from Thunderbird in Glendale, Arizona. I began my financial services career in Ecuador, working as a corporate banker for almost ten years, primarily as a lending officer. Since 2002, I’ve been a Financial Advisor in South Florida, where I live with my wife and my two children.
Securities Agent: SC, SD, TX, VA, VI, WY, NH, CA, CT, DC, DE, FL, GA, IN, NJ, NY; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1418869