Raphael Lima, CFA

Raphael Lima, CFA is a Junior Portfolio Manager in the Winter Park office. His responsibilities include supporting the Portfolio Managers in creating asset allocation strategies and constructing portfolios.

Raphael graduated from the Youngstown State University with a Bachelor’s degree in Finance and with a Master’s of Arts degree in Financial Economics. Raphael has also earned the Chartered Financial Analyst (CFA) designation.

Raphael started in the investment analysis field at FactSet Research Systems, where for eight years he held roles in portfolio analytics for equity and fixed income and had a key role in the development of RBICS, FactSet’s proprietary industry taxonomy. Raphael also held the role of Portfolio Implementation Specialist in Victory Capital Holdings, assisting in the management of equity and alternatives ETF and Mutual Fund strategies.

Raphael moved to Florida recently and is residing in Lake Mary with his family. He is an active member of the CFA Society Orlando.

Direct 407-794-1813

Do not include your account number, password, credit card information, Social Security number, or PIN when you contact us through email.