Background
Cortez, Ricardo Lee was born on March 9, 1950 in New York City. Son of Eddie Adam and Marian Ruth (Lee) Cortez.
investment management executive
Cortez, Ricardo Lee was born on March 9, 1950 in New York City. Son of Eddie Adam and Marian Ruth (Lee) Cortez.
Bachelor cum laude, CUNY, 1971; postgraduate, Columbia University, 1971-1973; certified investment management analyst, University of Pennsylvania, 1993.
Senior stock market analyst Merrill Lynch, New York City, 1971-1976. Executive vice president Trident Investment-Grace Capital, 1976-1978. President Liberty Capital Management, 1978-1984, Cortez Capital Management, New York City, 1984-1989.
Vice president, director fixed income Summit (New Jersey) Trust Company, 1985-1986. 1st vice president, director programs and communications Prudential Securities, New York City, 1989-1996, national sales director investment management services, since 1996. Northern division director Prudential Investments, since 1998, national director investment management services division.
Vice president global multi-manager strategies, manager Goldman Sachs, New York City, 2000, program manager, vice president, 2000—2001. President private client group Torrey Associates, since 2001. Lecturer stock market analysis New York Institute of Finance, New York City, 1973—1975.
Board advisors Investment Management Consultant Association, since 1998. Guest lecturer Harvard University, since 2004, University Pennsylvania, since 2004, University California, Berkeley, since 2006.
Children: Vanessa, Natalie, Rebecca. Married Harriet Anne Howard, January 16, 1993.