Alvaro Castillo

Alvaro Castillo

Founder & Managing Partner – Investment Advisor Representative

• Over 40 years of experience in private banking and investment management
• Former senior roles at Citibank Mexico, Chase Manhattan Bank, Lehman Brothers, Oppenheimer & Co., and      Salomon Smith Barney
• Founded Loyola Asset Management in 2006
• Holds Series 65 license
• CIMA® – Certified Investment Management Analyst (Wharton School of Business)
• Certificate in Alternative Investments (Wharton)
• Graduate of Stanford's “Management Teams for Innovation and Success” program
• M.B.A. – Nova Southeastern University
• B.S. – Florida Institute of Technology
• Focus: Long-term client relationships, investment strategy, and firm leadership