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  • Luis Ochoa

    Luis Ochoa

    Corporate Strategy, Wealth Management


    Luis focuses on corporate strategy for asset and wealth management organizations. Throughout his career, he's worked closely with senior leaders to define, structure, and lead initiatives. Luis' expertise includes leading strategic planning, organizing monthly business reviews, establishing new capabilities (e.g., digital / innovation), and managing cross-team initiatives. He is a graduate of Stanford University, where he was a member of the varsity fencing team.