Last updated: 22:31 / Monday, 3 October 2016
From Merrill Lynch

Carlos Martinez Joins Investment Placement Group’s Miami Office

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Carlos Martinez Joins Investment Placement Group’s Miami Office

Investment Placement Group (IPG), an Independent Broker Dealer and Registered Investment Advisor, recently announced that former Merrill Lynch advisor Carlos Martinez has joined the firm’s Miami, Florida office which is managed by Rocio Harb.

Martinez has over 20 years experience and through his 16 years at Merrill Lynch, he managed a 100 million dollar portfolio. “Making a decision to join a new firm is not to be taken lightly, taking in consideration what is best for my clients being the most important factor.  After much consideration and due diligence, I determined that IPG is the best place for my clients and for me.   They have highly skilled support teams and are focused on the needs of global investors” said Martinez.

“Carlos is true professional with a long track record of working with Latin American investors.  He is a great addition to our team and we are happy to welcome Carlos to IPG” added Harb. 

“Our goal has been to add experienced and highly qualified advisors in key locations, Carlos certainly fits the bill.  We look of forward to his continued success at IPG”, said Gilbert Addeo, COO and Head of Business Development at IPG.

Joining Maurico Assael and Roberto Lizama, this is the third high profile hire of IPG in less than 10 days.

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