PALO ALTO, Calif. (PRWEB) July 17, 2020
Ekenna joins Bay Street Capital as Director of Planning. Prior to Bay Street, Ekenna spent five years in the brokerage world with Charles Schwab and TD Ameritrade. He provides personalized guidance to individuals and families in the Bay Area to define and accomplish their financial goals.
Ekenna is one of the few African American advisors that has earned the Certified Financial Planner (CFP®) designation. Only 1.5% of all CFP® holders are African American and of those, even fewer work for minority-owned firms. He has also earned his Accredited Asset Management Specialist (AAMS®) designation and graduated from Black Hills State University after completing 4 years of collegiate football with a BS in Finance & Economics.
Arnaldo joins Bay Street as Chief Lending Officer after serving 10 years at JPMorgan Chase. He will oversee all lending operations for homeowners and investment buyers and be responsible for maintaining Bay Street’s loan portfolio.
Arnaldo was a collegiate swimmer for the University of Brasil and studied Kinesiology and Exercise Science. After moving to the Bay Area, he attended Diablo Valley College as an English major. He is fluent in English, Portuguese, and Spanish.
Bay Street Capital Holdings is a minority-owned independent investment advisory firm headquartered in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.