Soto joined the Personalized Investment Strategies Group of Raymond James as an Investment Portfolio Associate. He is a highly analytical financial professional with in-depth experience in financial planning, analysis, budgeting and forecasting both revenue and expenses which will help fine-tune our client’s investment strategies.

Soto embarked on his financial career in managing the bond and high volume futures/commodities trading desks at REFCO. He then moved into Business Finance as a P&L manager at ETRADE where he was responsible for budgeting/forecasting of both retail trading and market making business units.

More recently, he headed Finance and Operations for a national manufacturing company, building out in-depth performance metrics and analytics helping to effectuate $300-400mm of production. Soto’s role fostered an extensive relationship with Private Equity ownership, communicating key results and actionable insights.

Soto graduated with a B.A. in Economics and major in Accounting from Queens College. He holds his Series 7 and 66 securities licenses and has achieved his CFA level 1.

As a side project, for two decades, Soto has also worked in MLB assuring statistical accuracy and integrity. He considers it his contribution to the game he loves.