HJ Sims Adds to Puerto Rico Advisory Team


FEBRUARY 27, 2017

CONTACT: Tara Perkins, PR & Marketing Specialist | 203-418-9049 | tperkins@nullhjsims.com

HJ Sims Adds to Puerto Rico Advisory Team

GUAYNABO, PUERTO RICO— HJ Sims is pleased to announce the expansion of its Puerto Rico advisory team in Guaynabo. Roberto Feria Cestero has been hired as Senior Vice President, Private Client Wealth Management; Carlos Alvarado has joined as Vice President of Investments; Maria “Magie” Mena has been named Senior Client Service Associate; and Adrian Fernandez has assumed the position of Investment Advisor. Cestero, Alvarado, Mena and Fernandez join a strong and successful financial advisory team in a thriving office in Guaynabo.

Roberto was formerly employed as Vice President of Investments at Santander Securities, Assistant Vice President at Popular Securities and Financial Advisor at PaineWebber. He has 17 years of experience.

“I enjoy developing strong, lasting relationship with my clients, and I strive for the fulfillment of my clients’ objectives by implementing comprehensive strategies. Trust, honesty and transparency are instrumental to a successful relationship,” says Roberto.

Carlos has 31 years of experience and specializes in fixed income, stocks and options. He holds his Series 7, 63, 65, 66, Life Insurance and Annuities, and Disability and Health Care licenses. Carlos earned a BBA in accounting from the University of Puerto Rico and an MBA in international business at the University of Dallas. Formerly, Carlos was employed with Merrill Lynch and Santander Securities.

“I enjoy analyzing news, events and research reports to keep my clients informed of developments that might affect their portfolios. My clients’ needs are of utmost importance to me,” says Carlos.

Maria was formerly employed at PaineWebber, UBS and Santander Securities. She earned a Business Administration degree and has 20 years of experience. Maria’s believes quality matters and finding the right balance is at the heart of any solid investment strategy. She works diligently with her clients to meet their long-term needs.

Maria says, “I place an emphasis on quality and diversification. When it comes to financial matters, professional advice cannot be overestimated.”

Adrian enjoys working in financial services and helping his clients achieve their financial goals. After spending the last nine years in the United States, he came home to Puerto Rico. With specialties in financial planning and tax credits, Adrian finds it gratifying to uncover opportunities for his clients during the current economic situation.

“I am passionate about the financial markets and the associated benefits for my clients. Dynamic markets and ever-changing geopolitical conditions make this an entrepreneurial environment, where one must adapt in order to be successful,” says Adrian.

Please contact Roberto at rferia@nullhjsims.com, Carlos at calvarado@nullhjsims.com, Maria at mmena@nullhjsims.com and Adrian at afernandez@nullhjsims.com or phone the office at 939-205-2910.

ABOUT HJ SIMS: Founded in 1935 on Wall Street, HJ Sims is celebrating more than 80 years of service as a privately held investment bank and broker-dealer with approximately $2.2 billion of assets under management. HJ Sims is known as one of the country’s oldest underwriters of tax-exempt and taxable bonds, having raised approximately $22 billion for projects throughout the US. The firm is headquartered in Fairfield, Connecticut, with investment banking, private client wealth management and trading offices in Maryland, Florida, Minnesota, New Jersey, Pennsylvania, Texas and Puerto Rico. Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, is custodian of all client assets. For more information, please visit: www.hjsims.com/ourstory. Investments involve risk, including the possible fluctuation of principal. Member FINRA, SIPC. Follow HJ Sims on Facebook, Twitter and LinkedIn.


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