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Robert Verdugo

APMA®, CMFC®

Senior Portfolio Trader

Robert Verdugo Headshot
Robert Verdugo Headshot

Professional Certifications

  • APMA® – Accredited Portfolio Management Advisor™
  • CMFC® – Chartered Mutual Fund Counselor

About Robert

Robert assists in the execution of trades, account analysis, and performance reporting.  

Previously, he worked for the Los Angeles Angels of Anaheim, LLP in their finance department.

Education and Professional Milestones:

-University of California, Irvine - bachelor’s degree in business economics