J.R. Rodrigo is a research analyst with the firm’s Investment Solutions Group. He is focusing specifically on asset allocation for balanced strategies and nonprofit clients. He is a graduate of the University of North Carolina at Chapel Hill, where he was a Morehead-Cain scholar.
- University of North Carolina, BA (2015)
- Board Member, GEDCO
- Board Member, The Green School of Baltimore
- Mentor, The Crossroads School - Living Classrooms