Lee Cardona is a Senior Vice President at X-Square Capital. He served as First Vice President of Investments for Popular Securities from August 2011 through February 2019, where he oversaw a book of approximately $475MM in assets under management.
He specializes in developing strategies and solutions based on the client’s risk tolerance, time horizon, liquidity needs, and overall investment goals for high net worth individuals.
Ready to take the next step toward your financial goals? Reach out at lee.cardona@xsquarecapital.com
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