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
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