CoverProfile

Jose Latorre

Investment Associate

Mission Wealth

United States, Texas, Austin

About Me

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.

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

Profile Photo
Julianna Rote
Partner | Senior Wealth Advisor
Profile Photo
Brian Sottak
Partner & Managing Director
Profile Photo
Alejandro Segovia
Investment Associate
MA
Matthew Adams
CEO & Managing Partner

You Might Like

PG
Patricia Gee
Operations
Manhattan Family Office
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST