Maria R. Bautista, CIPM®, CIMA®
As Associate Portfolio Manager, Maria’s primary role with the firm’s investment advisory business includes the trading and rebalancing of client portfolios. She joined FLC Capital Advisors in 2019 bringing more than 15 years of experience in investment analysis, performance reporting and manager research, Maria works closely with the advisors to assist in investment research and portfolio management and is responsible for the daily operations of trading and client reporting. She also supports the firm’s Broker/Dealer business side with her high acumen in technology, reporting and organization skills.
Maria is a Certified Investment Management Analyst and is also holder of the right to use the Certificate in Investment Performance Measurement designation. Maria earned a MS from St. Mary’s College of California and a BS from the University of California, Berkeley.