Head of Investment Solutions
Mirko Joldzic joined Insigneo as their Head of Investment Solutions in March of 2022. He has over 15 years of financial services experience, most recently at Raymond James where he served as the Head of International Product Strategy for their Cross Border unit. Mr. Joldzic also spent portions of his career at UBS Financial Services, JPMorgan, Barclays Wealth and Bank of America Merrill Lynch in various roles managing international and domestic products. While at UBS, he served as the Head of Offshore Funds and Money Funds, as well as working closely across all product channels to expand their product offering. Throughout his time in the industry, Mr. Joldzic’s focus has been on product due diligence, supporting product distribution within brokerage and advisory platforms, enhancing the FA and client experience and managing business and regulatory risk. Mirko holds his Series 7 and 66 FINRA licenses, as well as a BS in Finance from Montclair State University.
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