Rocio Ortega, CFP®

Partner

Rocio Ortega has worked in the wealth management industry for over a decade. She joined WE Family Offices in 2014, where she serves as a partner and associate advisor. Utilizing a holistic approach to wealth management, Rocio provides advice to client families in all aspects of managing their complex wealth enterprise®s, from helping families identify financial objectives, to designing and implementing investment portfolios, but also focusing on non-financial aspects of wealth management, such as family governance and next-gen engagement and education.

Since joining WE, Rocio has become a subject matter expert in the areas of Values Aligned, ESG, and Impact Investing. Areas which align well with her personal passion for philanthropy.

Prior to joining WE Family Offices, Rocio spent 11 years in New York City as an Associate at JPMorgan Private Bank and a Relationship Officer at Citi Private Bank, working with ultra high net worth families throughout Latin America

Rocio received her BBA from Baylor University with a dual degree in Economics and International Business and is a Certified Financial Planner.

Speaking Engagement

ALTSMIA Annual Investor Forum
Panelist: ESG Investing – Manager Selection & Due Diligence
November 7, 2019
7th Annual Private Wealth Latin America & Caribbean Forum
Panelist: The Importance of Impact and ESG Investing
October 22, 2019
Latin Private Wealth Management Summit
Keynote Speaker: The Use of Philanthropy for the Next Generation
October 3, 2019
5th Annual Private Wealth Florida Forum
Panelist: Emerging and Opportunistic Alternative Investing
August 21, 2019
Institutional Investor’s Wealth Management Impact Investing Forum
Speaker: Transforming a Traditional Portfolio into a Values-Aligned Portfolio
March 19, 2019

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