With the goal of strengthening its wealth management team, the Miami-based RIA My Investment Path hired Tomás Ulloa. There, the executive assumed the roles of Financial Analyst and Wealth Management Assistant.
According to what the company informed Funds Society, Ulloa will specialize in fundamental and technical market analysis through his dual role. His objective will be to develop personalized investment strategies for clients.
Originally from Argentina, the executive brings a bilingual and Latin American perspective to the financial sector, they highlighted. Thus, the professional will play a key role in expanding the company’s business in the region.
The hire strengthens My Investment Path’s advisory team as the RIA continues to execute its strategic plans.
This roadmap includes the expansion of the firm’s capabilities by becoming a broker-dealer. Currently, they detailed, they are working through the regulatory process.
The company offers a variety of wealth management and advisory services, including financial planning, tax strategy, and family office services.
