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Economist graduated from Universidad Panamericana, with a postgraduate degree on Financial Risks Administration by the CIDE and the Universidad Panamericana. An MBA by Université du Québec à Montréal with specialization in Financial Services by the same Institution. He has been in the financial world since 1998, beginning his career at Nacional Financiera as an intern, later he joined Banamex, where he culminated in position of Vicepresident at Citi Private Bank for Mexico. In 2013 he joined UBS as Executive Director for the Ultra High segment of Wealth Management for Mexican clients. He has several years of experience on the Multifamily Office platforms.
He received wide recognition with several awards at the institutions he worked for, one of them is the “Wealth Management Diploma” granted by the Swiss authority AHS Excellence Circle from Citigroup and several awards for performance.
With several years of experience as Family Officer, he is cofounder partner of Newport Multifamily.
He has 25 years of experience in financial markets, highly qualified on asset and risk management. He has directed several teams to achieve the implementation of strategies on investment portfolios, as to minimize the risks associated with them.
Served as Managing Director at UBS and Citi Banamex in charge of Investments, Banca Privada and Risks. In 2006 he designed the process of certification for risk managers at the Asociación Mexicana de Instituciones Bursátiles (AMIB), at CDMX.
Graduated from the Universidad Anáhuac with a master’s degree at the University of Texas at Austin, USA.
He has a degree in Economics from the Autonomous University of the State of Mexico, and has a diploma in Challenges of the European Union: the new context of unity and diversity from the University of Lodz in Poland.
He developed as Administrator of a Security company with more than 300 workers, leading a team of 8 people. In 2024 he joined the Newport Capital team performing the role of Analyst and Service Officer.
He studied Industrial Engineering at the Anáhuac University. He has managed to increase and enrich his knowledge within the financial sector by obtaining the Investment Strategies Advisor certification (Figure 3) by the Mexican Association of Stock Market Institutions (AMIB).
He developed as a Broker Jr in an important real estate services company such as CBRE in the Advisory & Transactions area. In 2024 he joined the Newport Capital team performing the role of Analyst and Service Officer.
