Pedro Ramirez, is a Senior Wealth Manager, who provides investment advice on the construction of financial plans for wealth management clients of Belpointe.
Relevant Experience: Pedro is a 22-year veteran of the retail/wholesale garment business in New York City, where he represented some of the best-known brands in this industry including: Abraham & Straus Department Stores, Ross Stores Inc., and The Joe Boxer Corporation. In 2007, Pedro left the garment business to become a Financial Adviser within the US Wealth Management division of UBS Financial Services, Inc. He joined Belpointe in 2009.
At Belpointe, Pedro consults with clients to define financial goals, identify risk tolerance, and pinpoint investment time horizons ,to create individually tailored financial plans and investment solutions, that seek to reduce risk and help clients protect their capital. Pedro advises clients, with a disciplined institutional style of investing, combining prudent risk management and a personal touch.
Education: Pedro is a 1985 graduate of Cornell University, where he received a Bachelor of Science degree in Business Management and Marketing. He has passed the Series 7 and Series 66 exams. He has also passed his state life and health insurance exam.Contact Pedro | Greenwich T| (203) 716-1471 E| firstname.lastname@example.org
About Wealth Services: Pedro provides investment advice and financial planning to clients through Belpointe Asset Management, LLC and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.