Jorge Sonville

Page 1


JorgeSonvilleisaManagingPartneratSavileCapitalGroup.Asaseasonedwealthmanager,he assistsclientsinnavigatingthroughthepreservationandcreationofwealthbycreatingportfolios tailoredtotheirneedstoplanthroughdifferenteconomiccyclesandchallenges.Withalmost threedecadesofexperience,Jorgehasextensiveexpertiseinfinancialplanningandportfolio structuring.Hisdeepunderstandingofinternationalmarketsallowshimtocreatediverseand robustinvestmentplans.Jorgeiscommittedtoservinghisclientswithanopenarchitectureand best-in-classcustodialservices,tailoredtoeachfamily'sneeds.JorgeholdsadegreeinFinance fromtheSchoolofManagementatBostonUniversity.FluentinEnglish,Spanish,and Portuguese,healsoholdsFINRASeries7,63,and65licenses.

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.