
Cima Federico Barreto
Federico Barreto is a Senior Director of Investments at Oppenheimer & Co. Inc. in the North Palm Beach... | United States
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Cima Federico Barreto’s Emails fe****@mo****.com
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Cima Federico Barreto’s Location United States
Cima Federico Barreto’s Expertise Federico Barreto is a Senior Director of Investments at Oppenheimer & Co. Inc. in the North Palm Beach office. He has more than 25 years of experience in the financial services industry. He helps high net worth individuals and families preserve and grow their wealth by first understanding their needs, then helping them implement a strategic plan to help reach those goals. Leveraging Oppenheimer’s full spectrum of services, thought leadership, and technical tools, he strives to collaborate with clients on a deep and meaningful level. Account monitoring and flexibility is a cornerstone of his client service. After being awarded a scholarship to attend the Armand Hammer United World College in Montezuma, NM, where he obtained the International Baccalaureate, Federico earned his B.A. in Business Administration from Franklin and Marshall College, and an MBA from Florida Atlantic University. He has also earned the Certified Investment Management Analyst (CIMA) designation. A native of Uruguay, Federico has lived in Palm Beach Gardens, Florida since 1996, continuing a lifelong dedication to swimming. He also enjoys surfing and wakeboarding. I am licensed in the following States: AZ, CO, CT, FL, SC, TX, VA. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
Cima Federico Barreto’s Current Industry Oppenheimer
Cima
Federico Barreto’s Prior Industry
John Hancock Financial Services
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Prudential Securities
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Merrill Lynch
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Ubs
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Morgan Stanley
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Oppenheimer
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Work Experience

Oppenheimer
Senior Director - Investments - International
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morgan Stanley
Cima®, Vice President, International Client Advisor, Financial Advisor
Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Vice President, Financial Advisor
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Certified Financial Manager
Sat Jul 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Prudential Securities
Financial Advisor
Wed Jul 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
John Hancock Financial Services
Marketing Representative
Mon Jul 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Mar 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time)