Insigneo, a Miami-based independent broker-dealer and registered investment advisory firm, announced on Monday that it had appointed Mirko Joldzic as its new Head of Investment Products. He will be reporting to Insigneo’s President and COO, Javier Rivero.
According to the press release, Joldzic will be responsible for leading the investment product team and setting the tone in the strategic direction of the Asset Management product range, which includes the development of new products, banking and lending opportunities and collaborating across the company to identify opportunities and enhancements.
“I am happy to welcome Mirko to the Insigneo leadership team as we continue to build our product offering to provide Investment Professionals with a robust platform that is unparalleled in the market,” Rivero commented on Joldzic’s appointment.
Joldzic's Background
The new Head of Investment Products recently worked at Raymond James and worked at companies like UBS, Barclays Wealth and Investment Management, JP Morgan and Bank of America. Additionally, the new employee of Insigneo spent over seven years working for Merrill Lynch as Product Manager and part of the Offshore Mutual Funds Product Development team.
Moreover, he holds a BA of Science Finance from Montclaire State University and holds a series 7 and 66 licenses.
“I am excited to join Insigneo and take on this new challenge in my career. I have been following Insigneo in the marketplace and its growth trajectory. I look forward to contributing to the long-term growth plans of the firm. I am also thrilled to join a firm, and a leadership team, whose focus is to offer innovative product solutions and exemplary service to our network of Investment Professionals and help them realize their goals,” Joldzic stated.
As part of his role at Insigneo, he will also play an important role in business development, supporting the company's recent expansion in the Americas and in the Latin American markets.
