Jorge Alonso holds a two-year degree from Miami-Dade College and has been working in the financial services field since 2001. He is an investment associate with a focus on supporting the firm’s unique Canada/US investment management process through trading, asset allocation, managing the Canada/US portfolio accounting software and producing the variety of reports required to manage your portfolio.

Based out of Miami, FL, Jorge is currently finishing his Finance degree at Florida International University.

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