Raymond is a Client Service Associate at The Manning Companies, where he is committed to making sure every client feels comfortable and supported. His goal is to handle the complexities on their behalf so clients can focus on what matters most to them.
Raymond has a deep belief that understanding how investments work can be genuinely life changing. During his MBA program, he became captivated by the power of compounding wealth as a tool for achieving goals like saving for a home, planning for retirement, or building long-term financial independence. He brings that same curiosity to his research interests, with a particular focus on artificial intelligence infrastructure and the supply chain companies powering this generation's technological revolution.
He holds a Bachelor of Science in Business Informatics from Indiana University and an MBA from Saint Mary's College of California. Prior to joining The Manning Companies, he completed a wealth management operations internship at Insight Capital Management and served as a financial aid assistant at Pacific College of Health and Science.
Introduced to The Manning Companies through a family friend, Raymond knew after meeting the team that he had found the right fit with a group defined by the same values he brings to his own work: supportive, loyal, and dedicated.
Outside of work, he enjoys golf, researching the equities market, and cheering on San Diego FC.