Each decision we make at Single Point starts with the question: “Will this improve the quality of advice, service, and overall experience for our clients?”

Never have I been more certain of the answer to that question than when making the decision to bring on our new partner, Rene Jarquin.

I am very excited to share the news that Single Point Partners is welcoming Rene Jarquin to the firm as Chief Investment Officer.  Rene is a deep investment thinker who will elevate our cross-asset allocation and research capabilities.  Rene is someone I have worked closely with, and known personally, for over 6 years.  

As we explored the possibility of Rene becoming part of the Single Point family, we started with a shared vision of financial advice being a partnership between our clients and us.  We strongly believe that a team approach built with members with unique areas of expertise and background is essential to delivering the best possible advice to our clients.  You can check out his bio below to get a better sense of the high level of trust and responsibility he has earned in a number of organizations (most recently being appointed by Governor Baker to the board of Mass Ventures!). 

Rene and I share the view that Single Point is ahead of the industry with our Personal CFO model, where clients pay a fixed annual fee for an advisory partnership that is focused on their priorities, without the traditional conflicts of interest typically seen in financial service firms.  

Single Point has been very fortunate to be surrounded by great people who have shaped it since the founding of the firm, and Rene continues that tradition on.  Having worked closely with Rene for a number of years, I’ve already been exposed to how his creative thinking, energy, and passion for the work he does will help Single Point provide you with an even steadier path to your financial future.

We look forward to you getting to know Rene when he officially hits the ground running at SPP on April 3rd!

Rene Headshot 4

rene.jarquin@spcfo.com
617-600-0514

  

Rene Jarquin | Chief Investment Officer

My path to Chief Investment Officer at Single Point most recently took me through BNY Mellon Wealth Management, where I had been since 2005.  My role as Senior Portfolio Manager at BNY allowed me to work very closely with clients in constructing portfolios; while understanding their goals and always mindful of how the markets impact them both financially and behaviorally. Sitting on BNY’s Solution Strategy Committee and the Boston office’s Investment Implementation Committee has helped shape my investment decision-making.  Ultimately, the desire to fully own and shape the firm’s investment philosophy brought me to step into a Senior Partner role as Single Point’s CIO. 

 After receiving my bachelor’s degree at The Wharton School and my MBA from Northwestern University’s Kellogg School of Management I made a few stops prior to my 12 years at BNY.  These experiences included the M&A group at GE Capital; a tech-focused merchant bank, Springwell Capital Partners; and Merrill Lynch’s Private Client Group.

 I have been fortunate to have the opportunity to share my expertise in giving back beyond my direct dealing with clients.  Currently, I chair the investment committee for the Home for Little Wanderers.  I am an active board member and former President of the Boston Chapter of the The Association of Latino Professionals for America (ALPFA).  I have been a charter member of the Latino Legacy Fund of The Boston Foundation.  LLF is a special interest fund targeting the Latino Community of Boston.
 
Most recently, I have had the honor of being appointed by Governor Charlie Baker to the board of Mass Ventures, the state of Massachusetts’ venture capital arm.
 
My wife Nancy and I, along with our two daughters, live in Wellesley, MA and enjoy relaxing on Cape Cod in the summer.
 

http://spcfo.com/who-we-are-spp.html


Source: sfcfo_archive