Rene Ramirez

Managing Director – Sales Supervisor – Resident Supervisor

Phone

(210) 478-1176

Email

rramirez@quintcapital.com

Location

New York, NY

About

Rene Ramirez is the Co-Founder and Chief Investment Officer at ProActive Planning Partners, where he leads the firm’s investment business development initiatives and establishes strategic investment policies. With over 25 years of experience in financial leadership, Mr. Ramirez is responsible for designing the firm’s working investment process, overseeing research, asset allocation, and selecting equity, fixed income, mutual funds, and separate account managers.

Areas of Expertise

  • Strategic Investment Policy Development
  • Fixed Income Securities and Structured Products
  • Complex Financial Analytics and Trading Strategies
  • High-Net-Worth Client Advisory and Wealth Management
  • Team Leadership and Talent Development
  • Regulatory Compliance (FINRA Series 7, 63, 65, 24)
  • Client-Centric Financial Solutions
  • Long-Term Strategic Planning and Profitability Management

Career Highlights

  • Co-Founder and Chief Investment Officer, ProActive Planning Partners
  • President and Chief Investment Officer, Price, Raffle, and Brown Wealth Management, LLC
  • Founding Partner, Capital Markets Institutional Sales and Trading, World Equity Group
  • President, Halen Capital Management
  • Senior Vice President, Director of Investment Sales, Advisors Asset Management (Managed a team of 26 direct reports)

Education

  • Holds FINRA Series 7, 63, 65, and 24 licenses, reflecting deep financial expertise and regulatory knowledge
  • Extensive professional development in investment management and financial advisory