Javier works as portfolio administrator and supports the day to day operations of the firm. He assists in managing daily client administrative and operational needs, including coordination of client requests with custodians, reporting, account maintenance, and preparation and processing of client documentation. Prior to joining the firm in 2009, Javier worked for Morgan Stanley in the Institutional Services Group.
Javier holds a Bachelor’s Degree in Finance from Towson University, as well a certification in financial planning from Georgetown University. He lives in Arlington, VA.