PRS Investment Advisory Names Benjamin Hein President

Growing South Florida Firm Also Promotes Matthew Valeri and Jessie Lopez
Benjamin Hein
Benjamin Hein
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Hollywood - Florida - US


Aug. 1, 2012 - PRLog -- MIAMI – PRS Investment Advisory (PRS), South Florida’s boutique Registered Investment Advisor (RIA), announces the promotion of Benjamin Hein to the position of President. Hein previously served as Chief Investment Officer and was responsible for the management of the firm’s investment vehicles and the construction of client investment portfolios for the past five years.

“It was my pleasure to recommend Benjamin for this leadership position to our Swiss parent company,” said Gonzalo Rodriguez-Fraile, founder of PRS and Chairman of the Board. “We wanted to promote from within, and we knew when we first hired Benjamin that he had the drive and talent to rise quickly in our firm.”

“In my twenty years of working in the financial services sector, I have never worked at a more sophisticated, innovative and high caliber firm,” said Hein. “The close-knit, boutique culture at PRS is unique in Miami, and it is something I am proud to be a part of.  PRS recently celebrated its 30th anniversary as a firm, and I hope to be able to lead PRS into another 30 years of success.”

Hein holds degrees from Columbia University and John’s Hopkins University.  His professional credentials include Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM) and CERTIFIED FINANCIAL PLANNERTM.   He is also fluent in German, Portuguese, and Spanish.  Mr. Hein formerly held investment positions at SunTrust and John Hancock Advisors.  

At this same time, PRS Investment Advisory announces the hiring of Matthew Valeri as a Portfolio Manager at PRS Investment Advisory.  Mr. Valeri was formerly with the Securities and Exchange Commission in its Miami office where he audited investment companies and hedge funds.  He holds a degree from the University of Massachusetts at Amherst and the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.  Mr. Valeri formerly held positions at Franklin Templeton Investments and Charles River Development.  

PRS Investment Advisory also announces the promotion of Jessie Lopez to the role of Portfolio Analyst.  Mr. Lopez started at PRS three years ago in PRS’ operations department focusing on PRS’ trust statements and the link with the investment department.  He holds a degree from the University of South Florida and was formerly employed by Franklin Templeton’s Global Equity Research and Portfolio Management Group.  Mr. Lopez is also fluent in French and Spanish.  

About PRS Investment Advisory
PRS Investment Advisory is a boutique Registered Investment Advisor (RIA) and fully-owned subsidiary of EFG International, a preeminent global private banking and investment management firm based in Zurich, Switzerland. PRS is headquartered in the heart of Miami's financial district where we strive to deliver stability and unparalleled service to individuals seeking to optimize returns through customized, unbiased financial advice and comprehensive family office solutions. Through EFG International’s offices and affiliates in more than 25 countries, PRS has access to investment resources around the world. For more information visit:
Source:PRS Investment Advisory
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Tags:Prs, Investments, Wealth
Industry:Finance, Business
Location:Hollywood - Florida - United States
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