Rodrigo Suarez-Navarro

Associate Vice President, Financial Advisor


Morgan Stanley

Rodrigo Suarez-Navarro is a Financial Advisor at The Cotto Wealth Management Group at Morgan Stanley, based in Purchase, New York. Within his team’s wealth advisory practice, Rodrigo works with publicly traded companies, philanthropic organizations, and high net worth individuals with an entrepreneurial spirit to help them manage their financial well-being.

Rodrigo joined The Cotto Wealth Management Group in 2017 and has assisted in several roles since. He evaluates the various asset allocation techniques when creating client portfolios that are specifically tailored to each client. In addition to portfolio management, he interprets the needs and goals of clients to create comprehensive financial plans. He also oversees the maintenance of client accounts and operational support for institutional clients within the team.

Rodrigo graduated from the Zicklin School of Business at Baruch College with a degree in Finance and Political Science, and holds his Series 7 and Series 66 financial securities licenses. He is a co-founder and former member of the Emerging Leaders Board at Latino U, and a co-founder and member of the Young Professionals Alzheimer’s Council in the Hudson Valley. As a first-generation immigrant from Bolivia, he is passionate about helping other Hispanics who share a similar path. Rodrigo resides in Westchester, New York and enjoys spending time with family and friends, trying new cuisines, working out, skiing, biking and playing soccer.


    11:15 AM - 11:45 AM

    Thursday June 29, 2023

    Cash Management Considerations - From conceiving the IPO to completing a Business Combination

    • Operating accounts
    • Asset management investment optionality
    • Tax payments and Reporting
    • DeSpac initiatives
    • Completing the Business combination
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