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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Cesar Gonzales Jr.
Director, Manager Development and Client Portfolio Manager at Xponance
Speaker

Profile

Cesar Gonzales helps users maximize Aapryl’s functionality, leveraging his decades of manager research and portfolio construction experience. He develops customized client engagement programs, tailored to each user’s unique manager evaluation and portfolio management needs to ensure successful onboarding and ongoing use of the Aapryl system. In addition to his role within Aapryl, Mr. Gonzales is Director, Manager Development and Client Portfolio Manager at Xponance, Aapryl’s parent company. Mr. Gonzales supports the firm’s Chief Investment Officer in the consistent and successful implementation of Xponance’s investment process. Mr. Gonzales also leads the firm’s Manager Development Program, overseeing the Xponance Ecosystem that supports the growth of entrepreneurial managers.

Agenda Sessions

  • Investing in SMAs to grow your AUM and personalize your client’s investment journey

    1:10pm