René Jarquín is a senior portfolio manager for BNY Mellon Wealth Management. He oversees over $400 MM in client assets across the full range of equity, fixed income and alternative asset classes for both retirement and taxable portfolios. Jarquín works closely with the founders of closely-held companies, business executives, and trust beneficiaries. Rene has 19 years of experience in the financial services industry. He is an active board member and President of the Boston Chapter of the Association of Latino Professionals in Finance & Accounting (ALPFA.) Jarquín is a member of the Advisory Committee of the Latino Legacy Fund.
René Jarquín es gerente de carteras senior de BNY Mellon Wealth Management. Está encargado de supervisar más de $400 millones de dólares en activos de clientes para carteras de retiro y carteras gravables. Jarquín trabaja de cerca con fundadores de sociedades anónimas, ejecutivos empresariales y beneficiarios de fideicomisos. Tiene 19 años de experiencia en la industria de servicios financieros. Es miembro activo y presidente del Boston Chapter de ALPFA. Jarquín forma parte del comité asesor del Latino Legacy Fund.
