Invenio Wealth Partners, Llc
We are a highly experienced team of wealth management professionals with an extensive background in financial planning, investment management and consulting for high-net-worth individuals and institutions. We align with our client’s best interests in all that we do and provide objective, independent advice and management of client resources using state of the art technology and industry leading research. IMPORTANT DISCLOSURE: Advisory Services offered through Invenio Wealth Partners, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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Distinct roles
5
indexed titles
Tech stack
1
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Monthly traffic
7
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CH
Christina Hudson
Chief Investment Officer · Finance & Accounting
EmailPhone - JF
Joe Fernandez
Founder, President & CEO · Other
EmailPhone - TP
Thomas Packert
Analyst · Finance & Accounting
EmailPhone - TP
Thomas Packert
Analyst · Finance & Accounting
EmailPhone - JA
Johanna Arbelaez-Perez
Founder & Managing Director · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Invenio Wealth Partners, Llc
5 distinct titles indexed · top 5 shown.
- 2analyst
- 1chief investment officer
- 1founder & managing director
- 1founder, president & ceo
- 1operations associate
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