In 2000, he was appointed General Manager of Private Banking at Banco Espirito. After two years, he began a new stage in Banca March, as Director of Private Banking and member of the Management Committee. Subsequently, he was Director of Grupo EDM. In 2012 he founded \u00c1ureo Wealth Advice EAFI S.L. which, in November 2016, became part of Wealth Solutions.<\/p>\n\n\n\n
He is a member of the Board of Directors and the Advisory Board of several family-owned companies and institutions.<\/p>\n\n\n\n
As a lecturer, he teaches on the Master's Degree in Banking and Financial Regulation at the University of Navarra, on the Master's Degree in Banking and Finance at Centro de Estudios Garrigues and is a member of the International Advisory Board of the MSc in International Trade and Global Finance at Schiller University. He is a lecturer at various academic institutions, as well as the author of several articles on financial topics.<\/p>\n\n\n\n
Bachelor in Business Administration, Graduate in Financial Markets by New York University and in Financial Management by the Sloan School of Management of the M.I.T., Master in Public Finance and Tax Law by the Centro de Estudios Financieros y Tributarios, PADE (Senior Management Program) by IESE and Diploma in Boards of Directors by IESE and IC-A. In the professional field, he holds an advanced degree in Wealth Management from the Fundaci\u00f3n de Estudios Financieros, CESGA (Certified ESG Analyst) from EFFAS (European Federation of Financial Analyst Societes) and a Diploma in Tax Optimization of Wealth and Investment from the School of Legal Practice of the Complutense University of Madrid.<\/p>\n\n\n\n
He is a member of the Board of Directors of the Asociaci\u00f3n de Empresas de Asesoramiento Financiero and of the Organization and Membership Committee of the Spanish Institute of Financial Analysts.<\/p>\n\n\n\n
<\/p>","protected":false},"featured_media":668,"menu_order":3,"template":"","meta":{"_acf_changed":false},"categories":[17,18,19],"tags":[],"class_list":["post-667","equipo_ws","type-equipo_ws","status-publish","has-post-thumbnail","hentry","category-comite-de-direccion","category-asesores-patrimoniales","category-comite-de-inversion"],"acf":[],"yoast_head":"\n