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Fernando Costa
International Wealth Advisor
Fernando Costa, SE-AWMA™, is a seasoned executive with a rich background in global investments across competitive markets.
He excels in fostering collaborations with various stakeholders to achieve strategic corporate objectives and enhance client satisfaction through advanced financial analysis and portfolio construction expertise.
Fernando boasts multilingual proficiency in English, Portuguese, and Spanish.
He pursued his Bachelor's Degree at Villanova University and furthered his education at Beijing Foreign Studies University.
His professional journey includes roles as an International Wealth Management Advisor at Merrill Lynch Wealth Management, an Investment Advisor at JPMorgan, and a Brokerage Reporting position at Morgan Stanley.
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Location
Greater New York City Area
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Director, Content Partnerships & Development
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Mutual Connections
See who you know in common with Fernando