A third generation chef, David Ortiz was born in New York City but raised in the Catskill Mountains where the life of his large and vibrant Cuban family revolved around his mother's kitchen. Enthusiastically embracing the family tradition, David graduated from the Culinary Institute of America (the "Harvard of Cooking Schools") and became a successful professional chef, moving to Miami where he became executive chef for Bloomingdale's and chef at the prestigious Mayfair hotel when it opened in the mid '80s.
It was during the '80s that David discovered his second passion, technology, and he threw himself with his customary enthusiasm into the newly expanding software industry. Designing information technology systems quickly led to David's third passion, financial management and, with a Retirement Planning certificate from the Wharton School of Business, David worked for many years as a Financial Planner. But it required a new century for David to finally bring all these passions and skills together into one seamless whole: The Financial Chef.From his high-tech office to his high-tech kitchen, David Ortiz creates financial solutions and culinary delights to satisfy all his clients' needs.
David Ortiz is securities licensed through Investacorp, Inc. A registered Broker/Dealer Member FINRA, SIPC. Advisory services offered through Financial Chef Asset Management LLC a registered investment advisory firm and/or Investacorp Advisory Services, Inc. A SEC registered Investment Advisory Firm. Financial Chef Asset Management LLC is not affiliated with Investacorp, Inc. or Investacorp Advisory Services, Inc.