Roberto R. Pena Joins Tenet Global Advisors Group and Insigneo’s Network
MIAMI–(BUSINESS WIRE)–Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent as a leading financial advisor has joined the firm’s independent network based in Miami. Roberto R. Pena will join the well-established team Tenet Global Advisors and its many financial advisors who are already part of Insigneo’s network.
Roberto R. Pena joins Insigneo Financial Group as Senior Financial Consultant and Vice President, bringing over 25 years of industry experience. He graduated from Miami’s Florida International University in Business Administration and is fluent in English, Spanish, and Portuguese. Roberto started his career at Citibank, where he worked for 12 years. He then later worked at HSBC Securities for more than nine years before joining Insigneo.
“Building wealth in strategic ways for high-end clients has always been a joy for me. I am delighted to join with colleagues at Tenet Global Advisors as part of the Insigneo family,” said Roberto R. Pena. “The Insigneo network will allow us to strengthen our relationships with our unique clientele in both the United States and throughout Latin America.”
At HSBC, Roberto managed a $180-million portfolio and has dedicated his career to helping affluent clients from the United States and Latin America with their investment needs. Roberto’s addition to Insigneo reconnects him with his former Citibank colleagues Jose Rodriguez, Jeymi Medrano, and Minerva Rodriguez on the well-established Tenet Global Advisors group to solidify his practice and provide the highest level of service to his customers.
“We are excited that Roberto Pena has joined our family of independent international Financial Advisors in Miami. He has many years of experience working with high-net-worth clients throughout the region and will benefit tremendously from our platform. We look forward to working with him and the rest of the Tenet Global Advisors team as they continue to grow their business.” said Jose Salazar, Insigneo’s Market Head for Miami CEO and President.
About Insigneo
Insigneo empowers Financial Advisors managing clients around the world with a comprehensive menu of services and technology that focus on wealth management, multi-family offices and institutional services. Insigneo manages over 12 billion in client assets with a growing list of over 180 financial advisors, serving more than 11,000 clients globally. Insigneo is an international leader for independent financial services. www.insigneo.com
Contacts
Deborah Hartmann
Newlink Group
[email protected]
