Roman Marquez is a Portfolio Manager at LEO Wealth, an independent global wealth advisor. Based in the Dallas-Fort Worth area, Roman supports the firm’s investment function through portfolio implementation, trade execution, rebalancing, and post-trade oversight. He specializes in portfolio implementation and trading operations, helping translate investment strategy into disciplined, efficient execution across client portfolios. Roman is also focused on building scalable investment processes that support consistency and operational efficiency as the firm grows.
Prior to LEO Wealth, Roman worked at Charles Schwab and later held a head trading role at a wealth management firm, where he lead trading and portfolio management across the firm’s investment platform. His experience includes model implementation, portfolio rebalancing, options trading, tax-loss harvesting, cash management, and investment process improvement.
Roman holds FINRA Series 7, 63, 65, and 9 registrations. Outside of work, he enjoys traveling, exploring new restaurants, spending time outdoors, and spending time with family and friends.
