Jose Godoy, Director – Portfolio Management, with more than 15 years with top tier financial institutions, Jose brings a wealth of experience in capital markets, lending and private wealth management.
Over the past 10+ years he held various advisory and operational roles within the ultra-high net worth segment. He was an Analyst and Relationship Manager at Credit Suisse and more recently a Vice President at Citi Private Bank where his team managed over 1.3 billion in assets.
Prior to Citi Private Bank, He worked for Merrill Lynch, Citibank N.A. and Citigroup Global Markets Inc, in the consumer banking and wealth management divisions.
Jose earned his Bachelor of Science degree in Finance from University of Florida and an MBA from Babson College in Wellesley Massachusetts. In 2002, he obtained his series 7 and 66 Finra Licenses as a Securities Registered Representative and Investment Adviser.