Mike joins UCAP as Managing Director providing investment advice to international and U.S. high-net-worth clients and institutions. Through the years, Mike has developed an extensive fixed income trading business with a deep understanding of the US and international bond markets, and he will now be able to leverage UCAP’s market leading global trading capabilities. Mike began his career 30 years ago with American Express as a Financial Advisor and later helped develop the clear-through private banking platform at GIS, now Insigneo. He holds the Certified Financial Planning (CFP) designation since 1997. Mike joins us from EFG Capital where he worked the past 14 years.
“I am very excited to have joined UCAP and look forward to working closely to further grow and expand my business. UCAP’s global affiliate network will provide custom cross-border solutions for my clients and the firm’s trading platform offers my institutional clients unparalleled market access, execution and liquidity. I look forward to an exciting and prosperous partnership”
Sixto Campano, CEO of UCAP Americas said ” We are very happy to have Mike Ortiz join UCAP Americas. We have known, and worked together, with Mike for many years. His business fits very well with UCAP Group’s business model of supporting professional and institutional clients internationally. Mike is a hardworking and consummate professional with many years of experience in the investment and securities business.”