Juan Carlos Salas
CEO/Chief Investment Strategist
Mr. Salas has worked in the Financial Services Industry since 1989. With over 26 years of experience Juan Carlos has worked as a Managing Director of Private Clients and Private Banking for institutions such as JP Morgan Chase, Wells Fargo, Bank of America, and Citibank, to name a few.
While working for these firms he acquired extensive knowledge of fixed income portfolio management and risk management techniques and successfully navigated clients assets during three major financial crisis. The 1998 Russian Default, the 2000- 2001 Tech Bubble, and the 2008 Financial Crisis. Mr. Salas joined Portfolio Resources Advisor Group, Inc. in 2015. He is Series 65 licensed as an Investment Advisor Representative.
Director of Investment
Mr. Salas is the Director of Investments at PPD Financial. He received his degree from Arizona State University in History and is fluent in both Spanish and English. Mr. Salas is Series 66 licensed as an Investment Advisor Representative.
He began his career at UBS in 2000 and has worked for top firms such as JP Morgan and Wells Fargo. Mr Salas has over 15 years of experience managing a fixed income and structured products trading desk, financial planning, and assisting in the development of offshore tax structures for non-resident clients. In 2009 he joined PPD Financial to manage trading the fixed income portfolios and in 2015 joined Portfolio Resources Advisor Group, Inc.