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Investment Advisor Vice President
Investment Advisor Vice President
New mentor!
Member since 2026
  • Madrid
  • Geneva
About the mentor

Private Banking and Investment Advisory professional with 9+ years of experience across Switzerland and Spain, holding both the CFA and CIPM certifications.

Currently a Portfolio Manager in Madrid, where I relocated to support the launch and development of the local office, advising international HNWI and UHNWI clients on multi-asset portfolio construction and strategic asset allocation. Strong client-facing profile with direct involvement in investment meetings, portfolio reviews, and the delivery of tailored wealth management solutions. Experienced in cross-border collaboration with teams in France, Switzerland, and the UK, combining investment expertise with a strong understanding of risk, governance, and regulatory frameworks.

Expertise
  • Investment Advisor
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

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Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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