As a Senior Portfolio Analyst, Mauricio Cortes Resendiz supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of our financial planning and portfolio recommendations. Mauricio joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group (EAG), where he had been working since 2018. Prior to EAG and business school, Mauricio was a Portfolio Implementation Associate for Vanguard. During business school at Vanderbilt, he managed an investment portfolio for the Tennessee Valley Authority, the largest public utility provider in the United States, where he was recognized with a portfolio management award for exceeding his goals in generating income for energy cleanup projects. Mauricio holds a Bachelor of Science degree in Economics from Arizona State University’s W.P. Carey School of Business, earned a Master’s in Business Administration with a concentration in Finance from Vanderbilt’s Owen Graduate School of Management, and received a Certificate in ESG (Environmental, Social, and Governance) Investing through the CFA Institute. He is also a CERTIFIED FINANCIAL PLANNERTM professional, a CFA Level II candidate, and a member of the National Association of Personal Financial Advisors (NAPFA) and the CFA Society of Nashville.