Rod Huerta

Corporate Officer/Principal at West Financial Services, Inc.

Consumer Services

Finance

Profile

Mr. Rodrigo E.
Huerta is a Relationship Manager at West Financial Services, Inc. He joined West Financial in August 2017 as a portfolio manager and in July 2023 transitioned to a relationship manager role.
For more than two decades, he has held fiduciary roles in private banking and wealth management working with senior executives, retirees, board members, families and foundations in achieving their financial goals.
He graduated from Universidad Técnica Federico Santa María in Santiago, Chile with a Master’s in Business Administration and a title of Engineer.

Rod Huerta active positions

Companies	Position	Start
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.	Corporate Officer/Principal	2023-06-30

All active positions of Rod Huerta

Training of Rod Huerta

Universidad Técnica Federico Santa María	Masters Business Admin
Joseph M. Katz Graduate School of Business	Undergraduate Degree

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Linked companies

Private companies	1
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.	Finance