Marcos Nogues, CFA in

Marcos Nogues, CFA

Initiator · DISC type Di
First Vice President & Director of Asset Allocation at LaSalle Bank
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
6 Years
Current Role
First Vice President & Director of Asset Allocation
Job Level
Leadership
Location
United States
Personality Overview

How Marcos shows up

Risk-Accepting
Friendly Challenger
Confident

They usually prefer to drive the conversation. They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Priorities

Topics Marcos cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2002 - 2-2008
First Vice President & Director of Asset Allocation
LaSalle Bank
Chief Investment Officer, Private Wealth Advisors
First Merchants Corporation
Chief Investment Officer
Oxford Financial Group, Ltd.
Managing Director of Investments
Mirador Family Wealth Advisors
Managing Director - Investment Strategy & Solutions
Bank of America
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2006
MBA
The University of Chicago Booth School of Business
1995 - 1995
Master
Universidad del CEMA
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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