Beth Rodriguez

Beth Rodriguez serves as an Investment Research Analyst at Private Wealth Asset Management in Marion, Iowa, where she conducts portfolio research, market analysis, and supports the firm's investment due diligence. Her responsibilities include monitoring emerging trends and investment opportunities, with a particular focus on asset classes such as equities, fixed income, and alternative investments relevant to the needs of high-net-worth clients.

Prior to taking on her analyst role in September 2021, Beth held the position of Client Relationship Specialist at the same firm, where she provided client service and support, and previously worked as a Transition Manager at Transamerica, specializing in operational and client onboarding processes in wealth management. Her expertise spans both client service and investment operations, drawing on her extensive knowledge of the financial industry.

Beth holds an MBA in Quality Management and a BA in Marketing and Finance from Mount Mercy University. She is recognized for her analytical approach and commitment to tailored investment research, contributing to the firm's delivery of customized, family-office style wealth planning solutions within sectors including equities, fixed income, real estate, and natural resources.