Alejandro Rubinstein

Senior Vice President @Insigneo

TraderPortfolio ManagerConsultingFinanceEducationPolitical ConsultantSoft Skills Trainer

Alejandro Rubinstein is a seasoned finance professional who currently holds the position of Senior Vice President at Insigneo, a leading independent broker-dealer and registered investment advisory firm. With a wealth of experience in the finance sector, Rubinstein specializes in asset management, financial planning, and portfolio management. His expertise extends to investment strategies, retirement planning, and risk management, which he leverages to provide strategic financial advice to high net worth individuals and businesses. Rubinstein's reputation as a knowledgeable and reliable financial advisor is underpinned by his commitment to delivering personalized, comprehensive financial solutions that align with his clients' unique goals and objectives. Prior to joining Insigneo, Alejandro amassed extensive industry experience in various strategic roles, honing his financial acumen and leadership skills. He is known for his analytical thinking, strategic planning, and ability to drive growth and profitability.

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Work Background

Senior Vice President

InsigneoSenior Vice President

Jan. 2025Miami, Florida, United States

International Wealth Management

Merrill LynchInternational Wealth Management

Dec. 2020 - Jan. 2025Miami-Fort Lauderdale AreaWealth Management, Banking and Financial services.

Director

LatamWealthDirector

May. 2011 - Dec. 2020Miami/USA - Santiago/ChileFinancial Consulting and Analytics for Institutions, Ultra High Net Worth Individuals and Family Offices. Financial Media Commentator and Columnist. Director serving in selected boards..

Head of Trading, Advisory and Execution

ItaúHead of Trading, Advisory and Execution

Jan. 2010 - Feb. 2011Miami/Fort Lauderdale Area

Head of Trading Desk Latam Private Bank

CitiHead of Trading Desk Latam Private Bank

Jan. 2003 - Jan. 2010New York, Miami

Vice President

Merrill LynchVice President

Jan. 1998 - Dec. 2002New York, NY

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