Miguel Ponce Jr., CFA, CFP®, CAIA

Miguel is a trust portfolio manager; his expertise spans over 25 years in investment, trust, private banking, and wealth management. His approach is characterized by a meticulous alignment of investment strategies with individual risk tolerances and financial priorities, underpinned by his pursuit of continuous professional development.

Miguel’s distinguished qualifications include the Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP®), and Chartered Alternative Investment Analyst (CAIA) credentials. 

He is an active member and former board member of the CFA Society of North Carolina and volunteers at Junior Achievement, Charlotte Bilingual Preschool, and A Roof Above.