Southwest Florida financial investment advisor Raul Elizalde, President and Chief Investment Officer for Path Financial of Sarasota, has been recognized as a Five Star Wealth Manager for the fifth consecutive year. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria associated with exceptional client service, including assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Elizalde founded Path Financial, a Florida-registered investment advisory firm, in 2008. He is a regular columnist for Forbes.com covering the economy, markets, and investing.
Elizalde manages client portfolios with a strong emphasis on minimizing their exposure to risk. As an expert commentator on investment and the economy, Elizalde has been a guest on the London-based OMFIF (Official Monetary and Financial Institutions Forum — an independent think tank for central banking, economic policy and public investment, and has been quoted in Fortune, US News and World Report, the Boston Globe, and the New York Post.
A former Wall Street strategist, Elizalde advised portfolio managers across the US and the globe, made presentations at the World Bank, appeared as a market commentator on television (Reuters and Bloomberg TV), and has been quoted in the financial pages of The Wall Street Journal, The Washington Post, the Financial Times and The New York Times.
With a Wall Street career that spanned three decades, Elizalde’s experience includes positions as Global Fixed Income and Quantitative Strategist for ING Barings, Head of Research at Santander Investment Securities, and Fixed Income and Emerging Markets Strategist for Banc of America Securities. He holds an MBA degree from University of California at Los Angeles, and an MS degree from University of Buenos Aires, Argentina.
Path Financial is partnered with preferred account custodians Charles Schwab & Company, and TD Ameritrade, with offices located at 1990 Main St., Sarasota, Florida. For more information, call 941.350.7904, visit https://pathfinancial.net/, follow Elizalde’s Forbes.com column (forbes.com/sites/raulelizalde), or connect on LinkedIn (raulelizalde1).