Rodrigo Soto
About Rodrigo Soto
Rodrigo Soto is the Managing Director at Jefferies, with a background in finance and extensive experience in wealth management.
Current Role at Jefferies
Rodrigo Soto has held the position of Managing Director at Jefferies since 2017. Located in Miami, Florida, he is instrumental in integrating the firm's institutional capabilities into wealth management services. His work focuses on offering innovative, individualized investment solutions tailored to high-net-worth individuals and entrepreneurs. This role also involves emphasizing access to independent managers and investment products through open architecture asset management.
Previous Experience at Wells Fargo
Before joining Jefferies, Rodrigo Soto was the Managing Director - Investments at Wells Fargo Advisors from 2015 to 2017. His previous role at Wells Fargo, from 2004 to 2015, was as Senior Vice President - Investments, where he worked for 11 years in LATAM. His combined experience at Wells Fargo totals 13 years, during which he developed comprehensive investment strategies and provided leadership in the investment sector.
Educational Background
Rodrigo Soto completed his Bachelor’s degree in Finance at UADE Business School, where he studied from 1995 to 2000. The education he received at UADE Business School laid the foundation for his extensive and successful career in finance and investment management.
Wealth Management Strategy
At Jefferies, Rodrigo Soto emphasizes a wealth management strategy that integrates institutional capabilities with wealth management services. His approach is geared towards providing customized investment solutions that cater to the unique needs of high-net-worth individuals and entrepreneurs. This strategy includes utilizing open architecture asset management to provide clients with access to a variety of independent managers and investment products.