![Jorge Unda Rodriguez](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Jorge Unda Rodriguez is currently working as an International Client Advisor & Financial Advisor at Morgan Stanley & Co. LLC since 2022.
Prior to this, he worked as a Chief Investment Officer at BBVA Bancomer Gestión S.A.
de C.V.
SOFI.
He also worked as a Chief Investment Officer at PNC Managed Account Solutions, Inc. from 2020 to 2023.
Jorge Unda Rodriguez active positions
Companies | Position | Start |
---|---|---|
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 2022-09-30 |
Former positions of Jorge Unda Rodriguez
Companies | Position | End |
---|---|---|
PNC Managed Account Solutions, Inc.
![]() PNC Managed Account Solutions, Inc. Investment ManagersFinance PNC Managed Account Solutions, Inc. (PNC MAS) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1996 and formerly known as BBVA Wealth Solutions, Inc. They are a wholly owned subsidiary of BBVA USA, which is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC MAS provides investment advisory services for institutional and certain individual clients for taxable and tax exempt accounts and provides fee-based financial planning and advisory services to high net-worth clients comprised primarily of business owners, corporate executives and professionals. | Chief Investment Officer | 2022-12-31 |
BBVA Bancomer Gestión S.A. de C.V. SOFI
![]() BBVA Bancomer Gestión S.A. de C.V. SOFI Investment ManagersFinance BBVA Asset Management Mexico SA de CV SOFI (BBVA AM Mexico) is a fund management firm headquartered in Mexico City, Mexico. The firm was founded in 2001 and formerly known as BBVA Bancomer Gestión S.A. de C.V. SOFI. They are a subsidiary of Grupo Financiero BBVA México SA de CV, owned by Banco Bilbao Vizcaya Argentaria SA (BME: BBVA) in Spain. BBVA AM Mexico offers investment funds, ETFs or mandate management for individual and institutional clients. | Chief Investment Officer | - |
Experiences
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1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
BBVA Bancomer Gestión S.A. de C.V. SOFI
![]() BBVA Bancomer Gestión S.A. de C.V. SOFI Investment ManagersFinance BBVA Asset Management Mexico SA de CV SOFI (BBVA AM Mexico) is a fund management firm headquartered in Mexico City, Mexico. The firm was founded in 2001 and formerly known as BBVA Bancomer Gestión S.A. de C.V. SOFI. They are a subsidiary of Grupo Financiero BBVA México SA de CV, owned by Banco Bilbao Vizcaya Argentaria SA (BME: BBVA) in Spain. BBVA AM Mexico offers investment funds, ETFs or mandate management for individual and institutional clients. | Finance |
PNC Managed Account Solutions, Inc.
![]() PNC Managed Account Solutions, Inc. Investment ManagersFinance PNC Managed Account Solutions, Inc. (PNC MAS) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1996 and formerly known as BBVA Wealth Solutions, Inc. They are a wholly owned subsidiary of BBVA USA, which is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC MAS provides investment advisory services for institutional and certain individual clients for taxable and tax exempt accounts and provides fee-based financial planning and advisory services to high net-worth clients comprised primarily of business owners, corporate executives and professionals. | Finance |
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