Meet our team | José J. Rodriguez-Villalobos | Boston, MA

Experience Makes all the difference

Our team takes a customized wealth management approach to serving the needs of our select clientele. Our depth and breadth of knowledge and experience creates long-lasting relationships that deepen over time. We’re proud that our clients choose us to help manage their financial world.

Jose J. Rodriguez-Villalobos

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
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617-439-8331

About Jose Rodriguez-Villalobos

Beyond investment management
With more than 30 years of experience navigating every type of market cycle, José confidently serves the wealth management needs of high net worth entrepreneurs, families and business owners. From business transition to retirement and multigenerational wealth transfer, he helps his clients achieve their goals. As a Senior Portfolio Manager, José offers his clients truly customized solutions to solve allocation, preservation and tax-minimization needs.

“To me, it’s about being there to help you manage all aspects of your financial life. As a trusted family advisor, my advice is focused on supporting and solving your unique needs and concerns.”

Experience

Director, Credit Suisse
Member, Credit Suisse Advisory Council
In the industry since 1983

Credentials

Cum laude graduate, Harvard University, A.B. in economics
Graduate courses on Modern Portfolio Theory at Harvard Business School, under the direction of John Lintner, one of the co-creators of the capital asset pricing model

Life

A native of Cuba, José lives in Boston, MA and Naples and Miami, FL.
He is an active investor in the Boston and Los Angeles restaurant communities.
Past board member of the Crescendo Committee of the Boston Symphony Orchestra, Odyssey Health Communications, Teen Empowerment, Excel Academy and other nonprofit organizations.
He is a founding member of the Writing Academy, a Boston-area charter school.
He is an active supporter of the Humane Society of Naples and especially the Animal Rescue League of Boston where he is a member of the President’s Council and the Anna Harris Smith Legacy Society. The ARL is the oldest champion of animals in need (since 1899).

Registered States:
AZ, CA, CT, DE, FL, GA, HI, MA, MD, ME, NH, NJ, NY, PA, RI, TX, VT, WA

Samantha W. Green

Senior Wealth Strategy Associate
617-439-8333

About Samantha Green

Financial planning drives our process
Samantha is a Senior Wealth Strategy Associate on the team. She works closely with clients to create comprehensive financial plans that support long-term goals. Samantha has a wonderful rapport with her clients and is always available for any level of coordination or support.

“I understand your needs and support a high-touch service model, so you never need to worry about the details.”

Experience

Relationship Associate, Credit Suisse
Senior Registered Account Administrator, Wachovia Securities
In the industry since 2001

Credentials

B.S., Johnson & Wales University
Series 7 and 66 securities licenses

Life

Outside the office, Samantha believes in giving back to her community.
She volunteers with the American Lung Association, participating in the annual Fight for Air Climb.
Samantha and her husband live in Boston, MA.

Registered States:
AZ, CA, CT, DC, FL, GA, HI, IL, MA, MD, NH, NJ, NY, RI, VA, WA