Portrait of Jose Latorre

Jose Latorre MBA

Senior Investment Associate

Based in Austin, Jose supports the Investment Committee and broader team through research, portfolio analysis, and portfolio strategy implementation.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
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Jose Latorre is a Senior Investment Associate at Mission Wealth and plays a pivotal role in assisting our Investments Committee, Investments Team, and supporting the Chief Investment Officer.

My passion for investments and financial markets drives me to constantly seek opportunities for growth and wealth creation. By strategically and analytically allocating capital, I take pride in helping our clients navigate the complexities of the financial world... Know what you own, and know why you own it. — Peter Lynch

—Jose Latorre, Senior Investment Associate

Professional Background

Jose Latorre has several years of financial services experience, including his previous role as an Investment Research Analyst & Portfolio Manager at an RIA firm in Houston, Texas. He conducted investment research on Individual Equities, ETFs, Mutual Funds, fixed-income securities, and cash management assets. He also managed client portfolios with various investment strategies, objectives, and constraints.

Jose received his Bachelor of Arts in Major International Business from Rollins College and his Master of Business Administration (MBA) with a concentration in Finance from the University of Miami. He is currently pursuing the CFA program as a Level II candidate and holds the Series 65 license.

Personal Pursuits

Jose values quality time with family and friends and embraces every opportunity to travel and immerse himself in diverse cultures. An avid marathon runner, he’s determined to conquer all of the world’s major marathons. In addition to running, his interests include golf, soccer, reading, and relaxing by the beach.

Community Impact

Jose is dedicated to empowering the younger generation with financial literacy, striving to enhance financial education so they can confidently navigate life and build a strong foundation for financial success and savings.

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Our team.
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Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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