Our team

A group of seasoned professionals in wealth and financial management, dedicated to providing tailored solutions.

Over 25 years of experience in investments and wealth management.
Managing Director at BCP, Regional Head of the Family Office.
Executive Director at J.P. Morgan – Private Banking, New York office.
Head of the Carlyle-BCP Joint Venture, Deputy General Manager of Credicorp Securities Inc., and Senior Vice President of Asset Management at Atlantic Security Bank.
Senior member or chair of the Investment Committee for AFP Prima, Pacifico Seguros, and other companies within the Credicorp group.
Economist from Pontifical Catholic University of Peru (PUCP), MBA from the University of Texas at Austin.

Over 15 years of experience in investments and wealth management.
Director at the Family Office of BCP.
Founder and manager of a proprietary equity fund in Latin American markets.
Associate at Morgan Stanley – Private Wealth Management, in New York and Miami offices.
Researcher and Project Manager at the Institute for Liberty and Democracy, working on projects in Mexico, Tanzania, Guatemala, and Albania.
Licensed attorney from Pontifical Catholic University of Peru (PUCP), Diploma in Philosophical Studies from PUCP, MBA from Tuck School of Business at Dartmouth College.

Over 18 years of experience in the financial system.
Senior Portfolio Manager at Credicorp Securities Inc. in the U.S.
Country Manager of the BCP representative office in Colombia.
Senior Banker at Banco Itaú.
Risk Analyst at Banco Colpatria and Business Analyst at Colonial Bank.
Bachelor’s degree in Business Administration from CESA (Colegio Estudios de Superiores de Administración); Bachelor’s Degree with a specialization in Finance from Florida International University.

Over 16 years of experience in financial asset management and investment portfolio management.
Portfolio Manager at the BCP Family Office.
Institutional Portfolio Manager for 2 mandates of Atlantic Security Bank’s proprietary portfolio totaling $400 million.
Manager of various portfolios for Credifondo Mutual Funds.
Chartered Financial Analyst.
Economist from the University of Lima; Master’s in Finance from London Business School.

Over 15 years of experience in wealth management.
Portfolio Manager at the BCP Family Office.
Private Banking Assistant at BCP.
Consultant for projects with British Petroleum, Associated British Foods, and GlaxoSmithKline.
Bachelor’s degree in Business Administration from the University of Piura; MBA from the University of Manchester.

Over 20 years of experience in investments and corporate banking.
Investment Manager at Prima AFP.
Investment Manager at BCP (local and international mutual funds).
International Corporate Banking Manager at BCP (Chile and Colombia).
Vice President of Corporate Banking and Investments at BCP Miami.
Member of the Investment Committee of ASB, Credifondo, and Pacífico Seguros.
Bachelor’s degree in Business Administration from the University of Lima; MBA from the University of Texas at Austin.
Chartered Financial Analyst, Certified ESG Analyst.

Over 7 years of experience in corporate and investment banking.
Account Manager at Banco Itaú.
Senior Analyst at the BCP Representation Office in Colombia.
Investment Banking Analyst at Corficolombiana, a subsidiary of Grupo Aval.
Professional in Finance and International Relations from Universidad Externado de Colombia.
MBA from the School of High Management and Administration – EADA.

Over 5 years of experience in financial analysis.
Wealth Management Analyst at Vicctus MFO.
MSc (C) in Financial Engineering from the National University of Engineering, Bachelor’s degree in Economics from the University of Piura, Level II of the Chartered Financial Analyst (CFA) certification completed.

Junior Analyst in the Cartagena Zone Management for Individuals and SMEs at Bancolombia.
Business Administrator from the Universidad del Norte de Colombia.

Lima Address