Jose M. Viyella,
AAMS® Investment Portfolio AnalystJose is a resourceful and detail-oriented professional with a client-focused approach to wealth management. As a Registered Client Service Associate, he is responsible for the timely execution of investment transactions, portfolio rebalancing, and addressing client inquiries with prompt and thorough responses. Fluent in English and Spanish, Jose also plays a key role in building and nurturing client relationships.
With a strong dedication to continuous learning and research in the finance industry, Jose is a valuable asset to the Viyella Wealth Management Group. He joined the team in 2021, bringing a passion for finance that developed early in his career. Jose holds a Bachelor of Business Administration degree from the University of Miami, with a focus on finance, business law, and marketing.
Outside of work, Jose enjoys spending time with family and friends, playing golf, and traveling. He currently resides in his hometown of Miami.
