
Adriana Pereira, CFP®
Portfolio Analist
Origin: Born in Asuncion, Paraguay
Adriana joined Noesis in 2014 as a Research Assistant and now focuses on portfolio analysis and financial planning. She enjoys collaborating with Noesis’ multicultural team to help clients achieve lifelong goals.
Previous Experience:
- Bank of America Merrill Lynch, TCG and Associates — Department Intern
Academic and Professional Education:
- University of South Carolina — B.A. in Finance and Marketing, Minor in IT
- Certified Financial Planner™ (CFP®)
Languages Spoken:
- English
- Spanish
