Insigneo Welcomes New Head of Investment Products | Your money

MIAMI–(BUSINESS WIRE)–March 21, 2022–

Badgeothe Miami-based independent broker and registered investment advisory firm, has appointed a new head of investment products, Mirko Joldzic, who joined the firm today, based at the firm’s Miami headquarters and reporting to Javier Rivero, President and COO of Insigneo.

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Mirko Joldzic, new head of investment products at Insigneo (Photo: Business Wire)

Mr. Joldzic will be responsible for leading the investment products team and setting the strategic direction for the asset management product line, including new product development, banking/lending opportunities and collaboration within the organization to identify opportunities and improvements that will differentiate Insigneo competitively. product offering. He will also support the development of new business opportunities and contribute to Insigneo’s recent expansion into Latin America and the United States.

“I am pleased to welcome Mirko to the Insigneo leadership team as we continue to grow our product offering to provide investment professionals with a robust platform unparalleled in the market,” said Javier. Rivero.

“I am delighted to join Insigneo and take on this new challenge in my career. I followed Insigneo in the market and its growth trajectory. I look forward to contributing to the company’s long-term growth plans. I’m also thrilled to join a company and management team whose goal is to deliver innovative product solutions and exemplary service to our network of investment professionals and help them achieve their goals.” said Joldzic.

Mr. Joldzic has extensive experience in financial services, most recently at Raymond James. He has also served on key teams at world-renowned organizations such as UBS, Barclays Wealth and Investment Management, JP Morgan and Bank of America. He holds a BA in Financial Science from Montclair State University and additionally holds Series 7 and Series 66 licenses.

About Insigneo

Badgeo offers investment professionals who manage clients around the world a full range of services and technologies focused on wealth management, multi-family offices and institutional services. Insigneo manages over $13 billion in client assets with a growing list of over 330 investment professionals, serving more than 12,000 clients worldwide. Insigneo is a global leader in independent financial services.



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SOURCE: Insigneo

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PUBLISHED: 03/21/2022 09:30/DISC: 03/21/2022 09:32

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