Mauricio Cortes Resendiz, Portfolio Analyst & Associate Planner
Mauricio is a Vanderbilt MBA and joined the Eugenias Advisory Group team in January 2018. With over 4 years of experience in the financial services industry, Mauricio brings the knowledge and passion necessary to serve our clients as a Portfolio Analyst & Associate Financial Planner. Based in our Nashville office, he serves on the Investment Committee and is part of the Financial Planning team. Mauricio conducts research and analysis to streamline our clients' portfolios, while also participating in all aspects of servicing our clients.
Mauricio was recognized by the Tennessee Valley Authority, one of the largest electricity companies in the country, with a portfolio management award for the year 2017. Along with his team, he managed an investment portfolio with the goal of generating income for energy cleanup projects and exceeded expectations.
Mauricio holds a Bachelor of Science degree in Economics from Arizona State University's W.P. Carey School of Business; a Master's in Business Administration (MBA) with a concentration in Finance from Vanderbilt's Business School; and earned his Certified Financial Planner (CFP®) designation through the College for Financial Planning. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
In his free time, you will find him on the soccer field playing in the city league, walking his dog Cooper, or attending cultural events around town.