Bernardino Ortiz, CPWA®
Bernardino serves as a Relationship Manager at Syon Capital, where he advises families on portfolio strategy, estate planning, and multi-generational wealth preservation while striving for seamless execution of client objectives. Bernardino also has experience in 10b5-1 planning, tax-optimized long/short strategies, and alternative investments.
He began his career at Merrill Lynch in 2017 as an associate in the Global Wealth & Investment Management division in Beverly Hills. After obtaining his Registered Investment Advisor designation, he transitioned to an analyst role in Merrill’s Private Banking & Investment Group in San Francisco.
He holds a Bachelor of Science degree in Business Administration with an emphasis in Finance from the USC Marshall School of Business and has earned the Accredited Asset Management Specialist™ (AAMS®) designation1 and the Certified Private Wealth Advisor® (CPWA®) certification.2
Outside of work, Bernardino enjoys hiking, rowing, and sailing.
1 https://www.kaplanfinancial.com/wealth-management/aams
2 https://investmentsandwealth.org/certifications/cpwa-certification