MIAMI, FL, May 02, 2025 /24-7PressRelease/ -- Eva Marina Ovejero has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Backed by nearly 25 years of top-notch wealth management and financial planning expertise, Ms. Ovejero excels as Managing Director at Alex. Brown - Raymond James, and she combines the best of both worlds: the personal, boutique­ level service her clients expect, and the institutional strength of one of the best-capitalized investment firms that manages over $1.5 trillion in assets and is publicly listed in the United States. In this capacity, she manages portfolios for ultra­ high-net-worth clients, most of whom are Spanish-speaking business owners and wealthy Latin American families. Dedicated to protecting and growing her clients' wealth, Ms. Ovejero offers a strategic perspective to position portfolios ahead of challenging times. As a CPM® Certified Portfolio Manager, she personally manages individual bonds, mutual funds, and customizes portfolios. Additionally, she helps to secure the best deals for her Private Institutional Clients within private markets. She facilitates loans secured against portfolios, optimizes efficiency in terms of cost and tax implications, and develops intergenerational strategies.

Before joining Alex Brown, Ms. Ovejero provided asset management and lending solutions to high-net-worth individuals as Executive Director for Morgan Stanley. During the early stages of her career, she gained valuable expertise in the field as an account executive with Lloyds TSB Bank, PLC, investment adviser with Banco Santander, S.A., and representative with LDI Group, through which she helped establish Dynamic Telecom, a U.S.-based telecommunications company. A professional in her field, she earned a bachelor's degree in business administration and finance from Universidad Autonoma de Madrid in 1997. Subsequently, Ms. Ovejero expanded her professional knowledge by becoming a Certified Portfolio Manager through Columbia University in 2019.

In conjunction with her work, Ms. Ovejero has contributed to her community with entrepreneurship and finance education for the younger ones. She has also mentored and trained young professionals who now thrive in the industry, many of whom started their careers under her guidance. Beyond her professional life, Ms. Ovejero is a wife, mother of promising teenagers, and a loving daughter to her cherished parents and family. Given her professional achievements, she was named a Top Wealth Advisor Mom through Working Mother Magazine in 2020 and 2021. Similarly, FORBES has recognized her in the America's Top Women Advisors (2021), Best-In-State Top Women Advisers (2023) and Best­ In-State Wealth Advisers (2023). While her career has been filled with highlights, she takes the most pride in handling portfolios exceeding $500 million and becoming a trailblazer in the wealth management industry.

Though hard work and dedication have brought her far in her career, Ms. Ovejero credits her success to word-of-mouth referrals, which are a testament to her industry excellence. In the coming years, she intends to experience her career's continued growth and success. Ultimately, Ms. Ovejero aims to build lasting relationships with her clients and provide more than just portfolio management services.

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion.

More: https://bit.ly/4kHB3qv. For J.D. Power 2025 award information, visit jdpower.com/awards.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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