Family Office Managing Director
“My core purpose is helping families manage the complex financial elements in their lives so they can concentrate their energy on personal passions, supporting important causes, and spending time with the people they treasure.”
Juaquin helps families make wise investments so they can focus on the people and causes they love most. Proudly from the one-stoplight town of Manor, Texas, Juaquin began investing in high school, using the income from his first job as a grocery store clerk to buy stocks. Now as a Managing Director and Investment Advisor on the Tectonic Advisors Family Office team, Juaquin leverages that long-held passion and his expertise in financial planning to advise clients on strategic and socially responsible investments.
Juaquin has honed his investing prowess through rigorous education and industry-leading credentialing. He earned his B.A. in Economics from the University of Texas at Austin and his M.B.A. in Finance from the University of St. Thomas. Juaquin is a Certified Financial Planner®, holds a Chartered Alternative Investment Analyst® certificate, and is registered as a General Securities Representative (Series 7), Uniform Securities Agent (Series 63 NASAA), and Uniform Investment Advisor (Series 65).
Outside of the office, Juaquin and his family are devoted to serving others through Buckner International Missions efforts in the Rio Grande Valley, Rebuilding Together Houston, and as a board member for the Margil House of Studies. Juaquin is also a regular cyclist and volunteer for the BP MS150 — the largest charitable cycling event in North America.
Before co-founding Tectonic’s Family Office division, Juaquin spent over a decade as an investment advisor and portfolio manager for ultra-high net worth families at Salient. Tectonic builds on Juaquin’s expansive investment experience and offers a unique platform for him to combine wealth management with providing families the day-to-day cashflow administration and multi-generational financial education they need to fully realize their most important, long-term goals.