JOSE IGNACIO FERRER PÉREZ

JOSE IGNACIO FERRER PÉREZ

Financial Advisor

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location of JOSE IGNACIO FERRER PÉREZMadrid, Community of Madrid, Spain

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  • Timeline

  • About me

    Director Latín América

  • Education

    • Inst. Cumbres Bosques

      -
      Educacion Primaria
    • Universidad Anahuac

      2002 - 2007
      Bachelor's degree Economics

      Economics

    • Eaglebrook School

      -
  • Experience

    • Ixe Grupo Financiero

      Jan 2006 - Jan 2009
      Financial Advisor

      Private Banking

    • JPMorgan Chase

      Jan 2008 - Mar 2010
      Associate

      Private Banking

    • Enlace Int

      Jan 2010 - Feb 2011
      Operador bursátil de derivados

      Derivatives Broker

    • HIGHMOUNT CAPITAL, LLC

      Feb 2011 - Jan 2016
      DIRECTOR Wealth Manager

      Director to oversee and strengthen Highmount’s Latin American relationships and investment activities.Now the company name is Brown advisory.https://www.brownadvisory.com/

    • Goleta Fund

      Jan 2017 - Dec 2018
      Head Of Business Development
    • Octogone Europe SA

      Dec 2018 - May 2022
      Senior Wealth Manager
    • Value Tree

      May 2022 - Dec 2023
      Director Latín América
    • MoraWealth

      Dec 2023 - now
      Director Latinoamérica
  • Licenses & Certifications

    • FIGURA 3 "Asesor en Estrategias de Inversión"

      Asociación Mexicana de Intermediarios Bursátiles AMIB
    • EUROPEAN INVESTMENT PRACTITIONER

      EFPA España
      Jun 2022