Francisco Ramos Jr.

Francisco serves as a Portfolio Specialist at Vertrix Wealth Management.

He is a member of the firm’s investment team and supports the management and oversight of client portfolios and investment strategies. His work focuses on ensuring portfolios are implemented accurately and remain aligned with the firm’s disciplined investment approach. He also contributes to the portfolio management process and helps maintain consistency across the firm’s strategies as market conditions evolve.

Francisco specializes in portfolio analytics, performance measurement, and investment operations. In his role, he helps maintain the integrity of portfolio data and supports investment reporting and strategy oversight. His work provides the investment team with accurate information and consistent reporting as they manage and monitor the firm’s strategies.

He earned a Bachelor of Business Administration from Saginaw Valley State University.

Outside of the office, Francisco enjoys golfing, strength training, traveling, and spending time with his wife and family. He values staying active and has a strong interest in investing, personal development, and continuous learning.