Guillermo Aguilar, CFA*

Guillermo Aguilar is a Research Analyst at Precision Financial Services, where he constructs and evaluates investment portfolios and performs securities research for the firm.  With over a decade of experience in the financial services industry, and as a member of the firm’s investment review committee, Guillermo provides valuable insights to help guide the firm’s investment decision making process.  He graduated Cum Laude from William Paterson University with a Bachelor of Science in Finance.  Guillermo is a CFA® charterholder and active member of the CFA Society New York, as well as a Registered Investment Advisor Representative.

Prior to joining the Precision Financial team, Guillermo honed his bi-lingual expertise as an Investment Associate within the International Financial Services division of JPMorgan Chase.  There, he collaborated closely with a team of Financial Advisors, managing assets for U.S. Citizens living abroad and international clients.

In his free time, Guillermo enjoys the outdoors, cooking, volunteering, and spending time with his family and friends.

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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