Francisco Rodriguez

Francisco Rodriguez is an Investment Research Analyst at Brinker Capital Investments, a brand entity of Orion Advisor Solutions, based in Omaha, NE. In his current role, he is responsible for portfolio management and research across a suite of ETF strategies, with a focus on multi-asset and asset class models. His work encompasses all aspects of the investment process, including asset allocation, portfolio construction, ETF research, and due diligence.

Rodriguez’s investment expertise centers on exchange-traded fund (ETF) strategies within diversified portfolios, particularly managing multi-asset allocations and asset-class specific models. His responsibilities require rigorous analysis and execution across a broad set of asset classes, leveraging his deep understanding of both portfolio management and capital markets operations.

Prior to his current position, Rodriguez was the head trader for Brinker’s and CLS Investments' capital markets group, where he managed market executions and trading strategies. He began his career as a derivatives trader at TD Ameritrade. Rodriguez holds a Bachelor of Science in Business Administration from the University of Nebraska-Kearney, with a dual concentration in accounting and finance, and has over six years of experience in the investment industry.