Elvis Rodriguez, ChFC®
Managing Partner | Chief Operations Officer
Elvis is a Managing Partner, Sky Alpha Asset Advisor's Chief Operations Officer and Portfolio Manager for all of Sky Alpha's equity strategies. After graduating from Stony Brook University in New York in 1998 with degrees in Applied Mathematics, Statistics and Economics, Elvis began his career on Wall Street. His primary focus was on equity trading and managing equity portfolios for accredited investors and institutions.
Elvis earned his Chartered Financial Consultant designation in 2017 and his Executive MBA in 2022. Today, he offers our clients expert advice on a wide range of financial topics, including wealth accumulation, financial planning, life insurance, retirement planning, and real estate investments. He is a licensed life insurance agent and holds a real estate associate designation in Florida. Currently, he is an active candidate for a CFP® certification.
Most importantly, he is a devoted husband and a proud father of three young men and a Goldendoodle named Teddy.