Accomplished investment analyst with over five years of experience, including managing security portfolios and security analysis. Skilled in financial analysis, valuation modeling, risk management, and financial asset evaluations. Currently a CFA Level II candidate, proficient in complex financial decision making, Advanced Excel with VBA, Bloomberg Terminal, Morningstar Office, Y Charts, and Python. Bilingual in English and Spanish, with a strong interest in financial markets and investments.
Jose Latorre
Investment Associate
Mission Wealth
United States, Texas, Austin
About Me
Profile Information
Investment Associate
Mission Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Austin
Texas
United States
Jul 17, 2025
Work Experience
CEERA INVESTMENTS, LLC
Investment Analyst & Portfolio Manager Aug 2021 - Jan 2024
More profiles to browse
Brian Sottak
Partner & Managing Director
Dannell Stuart
President and Partner

Mitchell Grushen
Senior Wealth Advisor
Steve Caltagirone
Partner and Managing Director
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
BM
Ba Minuzzi
Founder & CEO
Umana
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management