Romel Rodriguez
About
Romel Rodriguez is a Financial Advisor at Jefferies, one of the world’s leading full-service investment banking and capital markets firms. An industry veteran, he offers deep experience in strategic portfolio development and management – customizing investment solutions to meet the unique needs of his clients. Together with his colleague, Gonzalo Segnini, he believes that a deep understanding of client objectives, a strategic approach, and exceptional client service are the keys to helping clients successfully protect their assets and generate wealth. Romel has more than 25 years of experience investing on behalf of high-net-worth individuals, families, and corporations. Prior to joining Jefferies, he spent nearly a decade as a Sr. Financial Advisor and Sr. Portfolio Manager at Morgan Stanley, serving clients in the U.S. and Latin America. He also served at UBS – splitting time between Florida and New York – as a member of the team responsible for trading desk flows and trading strategies for the private client group, and as an Investment Advisor for Latin American clients at Barclays. Romel holds a bachelor’s degree in business administration, with an emphasis in finance, from Florida International University. He is a registered and licensed advisor, and holds his series 7, 66 and 3 licenses. Fluent in both English and Spanish, Romel is originally from Venezuela.
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