Rodrigo C. Serrano
Director Senior Investment Strategist Gwim Chief Investment Office @Bank of America Merrill Lynch
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WORK HISTORY
Director Senior Investment Strategist Gwim Chief Investment Office @Bank of America Merrill Lynch
New York, NY, US
Analyst - As a thought leader contributing towards the development of the Investment Strategy Committee\'s tactical asset-class views, I conduct in-depth fundamental, sentiment, valuation, liquidity, policy (specialized in international relations) and technical analysis across global markets. Author - Provide integral input for The Viewpoint, the CIO’s monthly flagship publication which reviews current macroeconomic events and discusses the team’s tactical asset-class positioning and rationale. Launched and now periodically author the Weekly Market Insights report, also distributed across the firm’s financial advisors and clients. Created and maintain the LatAm Insights series, a biannual investment insight into trends affecting Latin America. Periodic contributor to the team’s weekly Capital Market Outlook, monthly Equity Spotlight and quarterly Chart Book reports, in addition to other topical pieces. See \"Publications\" section.Presenter - Also help grow firm’s AUM by delivering CIO views in English and Spanish to domestic and international financial advisors, ultra-high net worth households and institutional clientele. Principal CIO macro strategy representative for firm’s Consumer Investments division (Merrill Edge).Business Strategy - Member of the CIO’s Board of Advisors, which aims to leverage team’s input into impactful decision-making to maximize operational efficiencies.
EDUCATION
Columbia University
SIPA | Master of International Affairs, International Finance Policy
CFA Institute
Charter
University of Florida
Bachelor of Arts, Economics and Spanish
Riverside Preparatory Academy
Military High School
ABOUT RODRIGO C. SERRANO
I am a senior global investment strategist. I enthusiastically engage in tactical analysis with extensive experience interpreting geopolitical events to create unique macro/market insights and solutions. My reports are distributed to financial advisors and their clients, among other stakeholders. I am a prominent bilingual (English and Spanish) speaker at venues of up to 500+ attendees in the U.S. and Latin America.
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