Jaime is a Certified Financial Planner™ practitioner and serves as a Portfolio Manager to FBB Capital Partners’ clients. He is also a NAPFA-registered financial advisor (National Association of Personal Financial Advisors). Jaime enjoys working with clients through their unique planning issues and investment needs.

Jaime’s financial planning experience has led to becoming a board member of Life Assets. His thoughts on financial planning best practices have been featured in USA Today, Forbes, and CNN Money.

Jaime’s previous experience includes time working on Wall Street as an equity trader and in multiple other market capacities including market making, portfolio management, and private client lending.

Jaime graduated from Boston College earning a Bachelor of Arts degree in economics. He was an academic scholarship recipient and a walk-on pitcher for The Eagles baseball team.

A former pro-baseball player, Jaime is originally from Panama and speaks Spanish. He presently resides in Rockville, Maryland, with his wife Cynthia and his growing family.