Sr Equity Portfolio Manager - Fintual & Invex
Over 15 years of experience in the financial sector, focusing on Investment management, including Asset Management, Portfolio Construction, Valuation and Analysis in the capital market, primarily Equity. Build US, Global, and Mexico funds.
My main achievements include the implementation of proprietary ESG criteria, constant alpha generation of his portfolios, top analyst ranked by Bloomberg and outstanding leadership.
I have worked in multicultural environments both in Mexico and the United States, focusing on the profitability of clients' investments.
My last position was head of Investments for Mexico at Fintual, a wealthtech fintech looking to democratize investment in LatAm, and previously at Invex as the Portfolio Manager in charge of Equity funds.
Prior to Invex, I worked in New York as a Sr. Analyst at Graham & Dodd Fund, in charge of the analysis of the fund's components. Throughout my career, has been invited as a speaker on various occasions as an investment expert both at international forums and locally by the Mexican Stock Exchange, AMIB, IMEF, among others.
This summer I will start teaching a master degree course on fintech in Emerging Market for Hult International Business School.
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