Ardo Fuentes

Director of Investments at

Stifel Nicolaus & Co., Inc. (Investment Management)

Finance

Consumer Services

Distribution Services

Profile

Mr. Gerardo R.
Fuentes is a Senior Vice President of Investments at Stifel Nicolaus & Co., Inc. He is on the Board of Directors at Uplift Education.
He began his investment industry career in 1999 and joined Stifel in 2021.
Prior to Stifel, Mr. Fuentes served in various roles at Bank of America Merrill Lynch in New York City and Robertson Stephens in San Francisco.
His goal is to help individuals and family offices manage their financial needs, as well as help businesses coordinate their exit strategies with their overall wealth management objectives and pursue profitability improvement.
During his tenure in New York, he was Vice President in Global Corporate and Investment Banking, working as an Investment-Grade Debt Analyst.
In this role, he covered the energy and technology sectors.
He also worked as a desk analyst on the swaps trading desk.
He earned a B.S.
in Mechanical Engineering from the University of Texas at El Paso before earning an MBA from the University of Notre Dame.

Ardo Fuentes active positions

Companies	Position	Start
Uplift Education Uplift Education Other Consumer ServicesConsumer Services Operate public charter schools	Director/Board Member	-
Stifel Nicolaus & Co., Inc. (Investment Management) Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus-IM employs a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.	Director of Investments	24/08/2021

All active positions of Ardo Fuentes

Former positions of Ardo Fuentes

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Fixed Income	23/08/2021
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Fixed Income	09/05/2012
GLOBE LIFE INC.	Corporate Officer/Principal	30/05/2011
Robertson Stephens & Co. Robertson Stephens & Co. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/08/2002
Yazaki International Corp. Yazaki International Corp. Wholesale DistributorsDistribution Services Supplies automotive supplies and spare parts	Corporate Officer/Principal	-

See the detail of Ardo Fuentes's experience

Training of Ardo Fuentes

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	9
Globe Life, Inc. Globe Life, Inc. Multi-Line InsuranceFinance Operates as a holding company whose subsidiaries provides life and health insurance & investment services	Finance
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Robertson Stephens & Co. Robertson Stephens & Co. Investment Banks/BrokersFinance Provides brokerage services	Finance
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Yazaki International Corp. Yazaki International Corp. Wholesale DistributorsDistribution Services Supplies automotive supplies and spare parts	Distribution Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Uplift Education Uplift Education Other Consumer ServicesConsumer Services Operate public charter schools	Consumer Services
Stifel Nicolaus & Co., Inc. (Investment Management) Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus-IM employs a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.	Finance