Diego Marti Vertiz

Employer firm

Riverfront Investment Group, LLC CRD 146221

$2.22B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• PROVIDE INVESTMENT MODELS TO UMA AND MODEL DELIVERY PLATFORMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → Present
  Riverfront Investment Group
  Richmond, VA
• 06/2017 → 05/2018
  Yates Construction
  Jackson, MS
• 08/2014 → 05/2018
  Millsaps College
  Jackson, MS

Other Businesses

1. CFA Society of Virginia NextGen Board; Not Investment-Related; PO Box 31441 Richmond, VA 23294; Association of Investment Professionals; Board Member; 2-3 hours/month; 1 hours/month during trading hours.

Designations

• Chartered Financial Analyst

Other Names

• Diego Marti-Vertiz