Alfonso Taveras
Associate, Client ServiceAlfonso Taveras is an Associate on Pembroke’s Investment Counseling team, where he supports senior advisors Andrew Bolton and Dominic Costantini. In his role, Alfonso contributes to a seamless client experience by preparing tailored reports and presentation materials, responding to client inquiries, and coordinating with internal teams to ensure timely follow-up on all requests.
With a background in finance and a passion for relationship-driven work, Alfonso brings both analytical precision and emotional intelligence to his work. He views personal finance as more than just numbers on a page. It is about building trust, understanding goals, and forging connections that support each client’s long-term success. Alfonso is particularly drawn to the collaborative aspects of wealth management, where communication, transparency, and long-term thinking are essential.
Outside of work, Alfonso enjoys sports, music, and exploring new ways to connect with others. He is passionate about increasing financial literacy and hopes to support community initiatives focused on empowering future generations to make informed financial decisions.
Highlights
- Associate on Pembroke’s Investment Counseling team
- Supports client relationships through reporting, presentations, and service coordination
- Strong interest in human connection, communication, and financial literacy
Education and Professional Designations
- Enrolled in the Chartered Financial Analyst Program, CFA Institute
- Bachelor of Business Administration, Finance, HEC Montréal
Leadership and Community
Alfonso is committed to promoting financial literacy and broadening access to personal finance education. He is especially interested in fostering authentic relationships and building networks that inspire trust, growth, and shared success.
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