Jose Rendon, AIF®2023-03-20T20:36:48+00:00

Jose Rendon, AIF®

Sr. Portfolio Administrator
With Apriem Since 2020

Responsibilities: Managing day-to-day portfolio administration duties, providing investment research, and conducting portfolio analyses that helps deliver top-tier service to our clients.

Expertise: Enjoys in-depth capital market research and using a multitude of financial tools to gather, analyze, and interpret data that is used to help make objective financial decisions.

Acquired wisdom: Growing up surrounded by family that have set goals and went on to achieve them, which gave him a path to follow. He credits his family for teaching him how to be an ardent student, responsible employee, and to always strive to become a better person.

Finds Balance: An avid outdoorsman and loves to hike, camp, bike ride, swim, and play sports.

Chooses to go big: Went backpacking over a three-day period where the temperature averaged 10 degrees Fahrenheit.

Jose’s Contributions:

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