Luis joined Baker Street Advisors in 2011. He has over nineteen years experience in financial management, client management, institutional trading, trading operations, customer service, mutual funds adjustments, employee training and development. Luis has specialized expertise in equity trading, retirement programs, mutual fund operations and services. His responsibility is interfacing with Baker Street’s custodians and investment managers.
Prior to joining Baker Street, Luis spent four years as Senior Client Manager at Fidelity Investments followed by five years as Senior Trading Operations Specialist. Finally, Luis spent ten years as Asset Services Liaison at Wells Fargo Bank. Luis has held Licensed Series 7, Series 63, and Series 55.