Francisco has seven years of experience advising high-net worth individuals and families. Since joining Thun Financial in 2013, Francisco has been providing wealth management solutions to U.S. expats and other U.S. taxpayers including Green Card holders, NRAs, and multinational families.
Francisco has a well-rounded international background and is a citizen of both the United States and Ecuador. His experience includes serving as an analyst for Tocqueville Asset Management, a New York-based institutional and private wealth management firm, and as a student portfolio manager for the University of Wisconsin-Oshkosh endowment. While a graduate student, Francisco also taught economics at the University of Wisconsin-Whitewater while completing research on implied volatility and portfolio returns.
Francisco is a graduate of the University of Wisconsin-Oshkosh (B.B.A. Finance and Economics) and the University of Wisconsin-Whitewater (M.S. Economics). He is fluent in English and Spanish.
Return to the Thun team page.