Senior Vice President
J.C. Campuzano, Senior Vice President, serves as the Managing Director of the International Wealth Advisory team based in Miami, Florida. International Wealth advisory serves affluent individuals and families through multi-disciplined teams that deliver financial planning, wealth transfer, investment, fiduciary and banking services. J.C. also serves on the bank’s Southeast Regional Management Committee.
Prior to his current assignment J.C. held the following positions at Northern Trust:
Managing Director, Southeast Regional Foundation & Institutional Advisors. This business segment is dedicated to the $10 million + foundation, endowment and institutional market. J.C. lead and managed this group since it’s formal formation in 2008.
Vice President, Portfolio Manager. J.C. specialized in comprehensive wealth management and investment advisory services for wealthy investors, private trusts, endowments and nonprofit corporations.
Prior experience includes being a Senior Vice President serving Private Wealth clients at UBS. He was a Portfolio Manager with INVESCO where he managed and serviced institutional relationships with US and Latin American clients. He was a partner at a Florida based, technology focused private equity firm and he began his career as a CPA, becoming a Manager with Coopers & Lybrand.
J.C. graduated with honors from the University of Miami in 1982 with a B.B.A. degree and obtained his M.B.A. in 1992 from the Harvard Business School. J.C. is Series 7 and 63 licensed.
J.C. is involved in various charitable organizations. He is the current Chairman of the Investment Committee for the United Way of Miami Dade and was a former board member.