Pedro Ostia-Vega is a financial advisor who has built a career based on the belief that financial advice should feel personal, clear, and empowering. As a senior associate financial advisor at Raymond James / Portage Wealth, Pedro Ostia-Vega blends his portfolio management expertise with a client-first philosophy.
\nAt Raymond James / Portage Wealth, he oversees day-to-day team operations, manages trading and portfolio execution, and serves as the primary point of contact for a select group of clients. His role reflects his technical foundation and commitment to delivering a thoughtful, reliable, high-quality client experience.
\nBefore joining Raymond James / Portage Wealth, he gained extensive experience at respected financial institutions like the National Bank Financial and HSBC Securities. These early roles shaped his expertise in client service, account administration, and operational excellence across complex wealth management environments. From supporting high-net-worth clients to coordinating transfers and advising in sales roles, he developed a comprehensive foundation in wealth operations that continues to guide his advisory work today.
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