Oswaldo “Ozzy” is an Associate with AdvicePeriod. In this role, he is a member of our Advisory Services Team focusing on portfolio management.
Prior to joining AdvicePeriod, Oswaldo was an Investment Analyst at Fort Point Capital Partners where he monitored portfolios, conducted investment research, and prepared client proposals.
Oswaldo has a B.A. in International Studies and an MBA from Willamette University. In his spare time, Oswaldo enjoys traveling, playing basketball, and spending time outdoors.