Fernando Gimenez, LL.M
Investment Advisor Representative
Fernando Gimenez’s career trajectory showcases a diverse and rich background in both law and finance. Starting as an attorney, Fernando transitioned into banking and wealth management, amassing over 18 years of experience in the financial services industry. His expertise is highlighted by his Series 65 exam pass and designation as an
Investment Advisor Representative (IAR) in 2019, signifying his commitment to helping
clients navigate their financial decisions with a holistic approach.
Fernando's educational background includes an LL.M from the prestigious London School of Economics and a Master of Business Administration, reinforcing his solid foundation in both legal and financial disciplines. Originally from Brazil, Fernando's international experience is extensive. After leaving Brazil in 2004, he spent 12 years across Europe in the UK, Spain, and Switzerland, working with major international banks and wealth managers. This global perspective enriches his approach to wealth management and financial planning.
Since 2017, Fernando has been based in Miami, FL, where he lives with his wife Eva and their children. Outside of his professional life, Fernando is passionate about various activities. He holds a purple belt in Brazilian Jiu-Jitsu, enjoys surfing and snowboarding, and is an enthusiastic amateur cycling competitor, having participated in numerous 100-mile races on both road and gravel.
Fernando's multifaceted career and personal interests make him a well-rounded advisor, bringing a wealth of knowledge and a dynamic perspective to his clients' financial strategies.
Fernando's educational background includes an LL.M from the prestigious London School of Economics and a Master of Business Administration, reinforcing his solid foundation in both legal and financial disciplines. Originally from Brazil, Fernando's international experience is extensive. After leaving Brazil in 2004, he spent 12 years across Europe in the UK, Spain, and Switzerland, working with major international banks and wealth managers. This global perspective enriches his approach to wealth management and financial planning.
Since 2017, Fernando has been based in Miami, FL, where he lives with his wife Eva and their children. Outside of his professional life, Fernando is passionate about various activities. He holds a purple belt in Brazilian Jiu-Jitsu, enjoys surfing and snowboarding, and is an enthusiastic amateur cycling competitor, having participated in numerous 100-mile races on both road and gravel.
Fernando's multifaceted career and personal interests make him a well-rounded advisor, bringing a wealth of knowledge and a dynamic perspective to his clients' financial strategies.
