Arete Wealth
Christopher Ortiz has over 18 years of work experience in the financial industry. Christopher is currently employed as the Senior Vice President at Arete Wealth since July 2022. Prior to that, they worked at National Asset Management, Inc. from January 2004 to July 2022, where they held the position of Vice President/ Registered Principal.
Christopher Ortiz attended Holy Cross High School from 1986 to 1990. After completing high school, they pursued a Bachelor of Arts (BA) degree at St. Francis College from 1991 to 1995. The field of study for their degree is unspecified.
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Arete Wealth
Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm’s asset management for high-net worth individuals and institutions comes through investment banking, alternative investment access and private equity programs.