Jorge Rodriguez-Lugo

Jorge Rodriguez-Lugo

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Profile

Mr. Rodriguez-Lugo is a founding member of the Vanquish Capital Group and its President .
Prior to his Vanquish Capital Group involvement, Mr. Rodriguez-Lugo was a Senior Vice President at Lehman Brother’s Private Investment Management Division in Palm Beach Fl.
(1999-2005).
In addition to designing and implementing Lehman’s strategy for the institutional coverage of banks and other financial institutions in Puerto Rico, Mr. Rodriguez-Lugo headed a group of professionals responsible for managing over $250mm of private wealth from clients in the Palm Beach area.
From 1997-1998, Mr. Rodriguez-Lugo worked at Adams Viner and Mosler/III promoting unique arbitrage opportunities using mortgage securities and derivatives to a select group of institutional clients in the U.S.
Before joining AVM/III, Mr. Rodriguez spent 14 years in N.Y.
as a senior institutional mortgage and derivatives sales person at various Wall Street firms (UBS 10 yrs, Chase Securities 3yrs.).
Mr. Rodriguez-Lugo started his banking career at Citibank in Puerto Rico where he successfully completed the Credit Training program in 1981.
He left Citibank as part of a group of professionals who opened an institutional coverage office for E.F.
Hutton in Puerto Rico.
Mr. Rodriguez-Lugo received a Bachelors degree in Economics from the University of Massachusetts in 1979.

Former positions of Jorge Rodriguez-Lugo

CompaniesPositionEnd
Portfolio Manager-Fixed Income 05/06/2008
Corporate Officer/Principal 02/01/2005
Corporate Officer/Principal 01/01/1998
Chase Securities, Inc. Corporate Officer/Principal -
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Training of Jorge Rodriguez-Lugo

University of Massachusetts Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

5

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies4

Finance

Finance

Commercial Services

Chase Securities, Inc.

Finance

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