JC Campuzano Appointed President of Oberlin Wealth Partners

MIAMI - Feb. 27, 2015 - PRLog -- Oberlin Wealth Partners, LLC is pleased to announce the appointment of Juan Carlos Campuzano as President and Chief Operating Officer.  Juan Carlos, best known by his colleagues simply as JC, will work with the firm’s founder Cliff Oberlin and his team to grow its domestic and international wealth advisory business, which is focused primarily on the ultra-high-net-worth marketplace. Oberlin Wealth Partners has offices in Miami and New York City, and an operations center in Ohio.

“I am delighted to join the Oberlin team,” said JC, who has more than 30 years’ experience in the financial and investment management industries. “At Oberlin, we have our client’s best interest at heart and the proven expertise to deliver real value.”

JC worked previously at Northern Trust, where he served on the firm’s Southeast Management Committee and as Chairman of Northern’s wholly owned Cayman Island subsidiary. He has also held senior positions at UBS Financial Services, INVESCO Capital Management and at a Miami-based private equity firm.

JC has developed and led teams in the international and institutional fields. He has worked as an investment portfolio manager, serving domestic, international, family office and institutional clients. While at Northern Trust, he spearheaded the family offices services group into South Florida and Latin America.  He began his career as a CPA with PricewaterhouseCoopers LLP.

Beyond his professional credentials, JC is well known for his community service in South Florida.  He is a former Chairman and Executive Committee Member of Miami-Dade’s United Way Investment Committee. He is currently a Board Member of the Florida International Bankers Association.

JC has an MBA from Harvard Business School and a BBA in accounting from the University of Miami.