Manuel De Peña is an accomplished financial professional with more than 10 years of experience in private banking, wealth management and investment strategy. Throughout his career, he has advised both domestic and international high net worth clients with a personalized approach to helping them achieve their long-term objectives. His practice specializes in creating a long-term wealth building structure for individuals, families and institutions.
Manuel brings a comprehensive and global perspective to wealth management. His approach combines analytical discipline, international experience, and a genuine understanding of clients’ objectives which allows for customized strategies that support the legacy building they envision. By pro-actively engaging with clients, Manuel is able to make adjustments to help navigate them in constantly evolving markets as well unforeseen life events. He draws from his vast experience of market cycles to reinforce a long-term view for clients, accomplished with thoughtful and assertive guidance.
Manuel holds an MBA from Northwestern University’s Kellogg School of Management. He also earned a Master of Science in Finance from Florida International University and a Bachelor of Science in Finance and Information Systems from Boston College. His professional background is complemented by securities and financial market licenses, including Series 7 and 66. Originally from Santo Domingo, Dominican Republic, he is fully bilingual in English and Spanish, allowing him to service a diverse clientele.
Outside of his professional life, Manuel is devoted to his family, as they play a pivotal role in shaping his perspective on wealth and financial planning. He enjoys traveling and experiencing different cultures and perspectives. These experiences bring an authentic dimension to the way he approaches financial planning, as they reinforce his belief that wealth is ultimately a means to create opportunities and protect the people we care about.