Aegis Capital is pleased to announce that Jorge Bravo and Teresa Bravo have joined the firm as Branch and Senior Vice President. The team is managing over 120 Million in customer assets and both were Senior Vice President with UBS.
New York, NY February 11, 2015 Jorge has 24 years of experience providing financial advice and Wealth Management Services. He works with retail institutions, and corporate accounts. Prior to Aegis, Jorge was with UBS as a Senior Vice President. Jorge previously worked with BBVA and Santander Securities as a Senior Vice President. Jorge maintains his Series 7, 63, 24, 6, Life, Health, Disability and Annuity Licenses. He started his career with Dean Witter in the retirement planning division in 1992. Jorge is a Certified Financial Planner and Chartered Retirement Plans Specialist. Jorge received his BS degree from the State University of New York.
Teresa Bravo has 24 years of experience providing financial advice and Wealth Management Services. Teresa works with retail institutions, and corporate accounts. Prior to Aegis, Teresa was with UBS as a Senior Vice President. Teresa previously worked with BBVA and Santander Securities as a Senior Vice President. Teresa currently maintains her general securities license and concentrates in the Puerto Rico and Florida markets.
They will be joining the newly established Aegis Puerto Rico Branch Office.
Aegis Capital CEO Robert Eide Commented: “We are very excited to have both Teresa and Jorge join us. Their background and experience make them a welcome addition to our firm. We look forward to working with both of them and servicing their sophisticated client base!
Aegis Capital Head of Business Development Commented: “Jorge and Teresa are a welcomed addition to the Aegis Team”. “We see a great opportunity in the market place and look forward to the continued expansion opportunities in Puerto Rico”.
About Aegis- Aegis Capital has been in business for the more than 30 years; and maintains a conflict free service platform catering to the needs of private clients, institutions and corporations. Aegis Capital Corporation was founded in 1984 by, the current CEO and Chairman. Aegis origins were based on servicing the specific needs of an extremely affluent customer base. Today, we have become a premiere full-service investment banking firm with Twenty-One locations headquartered out of New York City and employees stretching from Florida to Rochester, NY. We have clients in all 50 states and overseas. Aegis has been able to bring quality service through its clearing relationships of RBC and Apex.
Any questions contact
Business Development
Phil Michals-800-380-4241
pmichals@aegiscapcorp.com