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Juan Felipe Souza

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Juan Felipe Souza

Managing Director | Alex. Brown - Raymond James

Miami, Florida, United States

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Juan Felipe Souza

Summary

Juan Felipe Souza is a seasoned financial professional with extensive experience in alternative investments, asset allocation, and multigenerational wealth planning. Currently serving as Managing Director at Alex. Brown, a Division of Raymond James, he has a strong background in financial advisory and risk management. With a career spanning over three decades, Juan has held senior roles at prestigious firms including Wells Fargo Advisors and Coutts. He is known for his strategic approach to investment strategies and portfolio analysis, helping clients navigate complex financial landscapes. Juan's academic credentials include an MBA from the University of San Diego and a degree in Business Administration from ITAM. His leadership experience is complemented by a commitment to fostering long-term client relationships and delivering tailored financial solutions. Fluent in both English and Spanish, he effectively communicates with a diverse clientele. Juan's professional journey reflects his adaptability and dedication to excellence in the financial services industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Juan Felipe Souza

Work Experience

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Managing Director at

Alex. Brown - Raymond James

May 2021 - Present

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Managing Director- Investment Officer at Wells Fargo Advisors at

Wells Fargo Advisors

March 2014 - May 2021

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Senior Vice President - Investment Officer. International Division. at

Wells Fargo Advisors

July 2002 - February 2014

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Vice President at

Coutts Usa Intl Coutts Securities

May 1996 - July 2002

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Assistant Vice President at

Bank Of America Mexico City Representative Office

June 1987 - September 1989

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Juan Felipe Souza

Education

University of San Diego, Graduate Mba

January 1989 - January 1991

Instituto Tecnológico Autónomo de México, Business Administration Degree.

January 1983 - January 1987

Frequently Asked Questions about Juan Felipe Souza

What is Juan Felipe Souza email address?

Juan Felipe Souza's primary email address is **********@alexbrown.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Juan Felipe Souza work for?

Juan Felipe Souza is a Managing Director at Alex. Brown - Raymond James, a company specializing in Monetary Authorities-Central Bank.

Where Juan Felipe Souza graduated from?

Juan Felipe Souza holds a degree in Business & Marketing from University of San Diego.

How can I directly contact Juan Felipe Souza?

To contact Juan Felipe Souza directly, you can use the email address **********@alexbrown.com. Complete contact information is available upon registration with Muraena.

Is Juan Felipe Souza an immigrant?

Yes, Juan Felipe Souza is an immigrant and currently based in United States

Who is Juan Felipe Souza?

Juan Felipe Souza is a seasoned financial professional with extensive experience in alternative investments, asset allocation, and multigenerational wealth planning. Currently serving as Managing Director at Alex. Brown, a Division of Raymond James, he has a strong background in financial advisory and risk management. With a career spanning over three decades, Juan has held senior roles at prestigious firms including Wells Fargo Advisors and Coutts. He is known for his strategic approach to investment strategies and portfolio analysis, helping clients navigate complex financial landscapes. Juan's academic credentials include an MBA from the University of San Diego and a degree in Business Administration from ITAM. His leadership experience is complemented by a commitment to fostering long-term client relationships and delivering tailored financial solutions. Fluent in both English and Spanish, he effectively communicates with a diverse clientele. Juan's professional journey reflects his adaptability and dedication to excellence in the financial services industry.

Juan`s contact details

mail

**********@alexbrown.com

***************@mac.com

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