Juan Felipe Rodriguez

Juan Felipe Rodriguez is a Senior Vice President at CAIS Advisors, where he leads Product Development. He brings nearly a decade of experience in the Wealth & Asset Management industry across strategy, growth, and business development.

Before joining CAIS, Juan Felipe was part of J.P. Morgan Wealth Management’s Strategy and Business Development team, where he focused on launching new businesses and products, as well as executing M&A initiatives, that expanded offerings available to nearly 80 million clients within the bank’s Consumer & Community Banking franchise. Earlier in his career, he advised leading financial institutions as part of Ernst & Young’s Wealth & Asset Management Strategy Consulting practice.

Juan Felipe earned a B.S. in Business Administration with a concentration in Finance from The Fisher College of Business at The Ohio State University.