Jorge joined the team in 2017 and has been in the industry since 2010. He previously worked for large financial firms such as Wells Fargo, JP Morgan Chase, and Fidelity.
Jorge plays a key role in assisting with the Investment Team’s daily operations, running reports, and managing portfolios.
Jorge lives in Indio with his wife Tiffany, their son Cruz, and their two dogs: Ranger and Delta. As an avid Dodgers fan, they like to go to games and be with family.