Client Service Associate
Oscar joined Curo Private Wealth in 2022. Prior to joining the team, he spent more than five years at Fidelity Investments, T Rowe Price, and Morgan Stanley.
As a critical part of the client experience at Curo, Oscar supports the managing directors by preparing client details, assisting with reports, and handling client requests. With a naturally positive outlook on life, Oscar’s engaging personality positions him to build authentic relationships with every client he serves.
Oscar is a native of Montgomery County, Maryland where he studied business administration at Montgomery College. He currently holds his series 6, 7, 63, and 66 FINRA licenses as well as his life and health insurance license.
Outside of the office, Oscar enjoys staying in shape, doing just about any activity outdoors, and spending time with family and friends. He recently picked up mountain biking, and he’s always looking for a new trail recommendation.