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Isaac Soto

J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024

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As an associate, Isaac Soto reconstructs portfolios in Advent Portfolio Exchange (APX) from brokerage account statements or electronic data. He also researches investment data needed for the reconstruction process through Bloomberg and Morningstar. Additionally, Isaac worked as a quality assurance analyst responsible for reviewing customer service representatives’ adherence to legal and company procedures.

Isaac is involved in the reconstruction of investment portfolios using electronic data or brokerage account statements sent by clients, researching information needed for the process, and creating reports for use by the Analyst testifying as experts in litigation matters.