Juan Mejia MBA, CFP®, CFA, CAIA is a Senior Quantitative Manager at Ballentine Partners, LLC. Juan has experience in Excel automation, modeling, data management, and financial advising. With a strong background in finance and IT, Juan excels in building tools for efficiency, supporting compliance, and providing analysis of asset allocation for clients. Juan's expertise in quantitative analysis, investment research, and technology tools make him a valuable asset in the financial industry.
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