WHO ARE WE?
Proaltus Capital Partners is a company founded in 2012 in Madrid, Spain.
Leveraging the network of suppliers and their alliances, in 2015 Proaltus positions itself as a Multi-Family Office, offering wealth management services with access to global investment opportunities. In 2016 it opens offices in Miami FL, under Proaltus USA Inc.
Proaltus has managed to establish close relationships with nearly 100 institutional and niche managers in all types of investments. Its main clients are Latin American, American, and European families.
OUR VALUES
TRUST
TRANSPARENCY
CLIENT
-
CENTRIC
EXCELLENCE
OUR PHILOSOPHY
Comprehensive and
multidisciplinary approach
Independence
Globally consolidated
strategies
Total Confidentiality
Strong and transparent
business ethics
Long-term trust-based
relationships
Exhaustive and professional
analysis
Opportunities and customized
solutions
OUR OBJECTIVES
“We focus on preserving and generating value for our client’s wealth, by investing wisely and putting their interests first.”
Why Proaltus?
• We eliminate conflicts of interest in order to benefit our clients.
• We invest intelligently to preserve wealth and generate value.
• We obtain economies of scale with access to institutional class managers.
• We seek preferential conditions in private equity funds.
• We have access to top-tier managers in all types of investments.
• We focus on monitor, control, and reporting using the best technologies (Masttro).
OUR global TEAM of collaborators
We have a global team of professionals with international background and extensive experience in wealth management as well as rigorous ethics in their personal and professional careers.
MANAGEMENT
Marcelo A. Benitez
CEO & FOUNDING PARTNER
Mr. Benitez has more than 25 years of business experience in finance, as well as in the management and selection of alternative investments. He founded the Fidelis International Institute and has worked at Cemex, Boston Consulting Group, and Violy & Company. He is a Public Accountant from ITESM (Mexico) and holds an MBA from Stanford University. He currently participates in multiple Boards in Mexico and Spain.
Jose María Carbajo
*MANAGING PARTNER
Mr. Carbajo was Managing Partner at ETS Asset Management Factory, where he has led the business development and product teams for more than 15 years, in Madrid and London. His extensive experience in the financial asset and wealth management space stems from his previous role at Deutsche Bank. He has a Bachelor’s degree in Economics and Business Administration from UCM (Spain) and a PDD from IESE (Spain).
Marcelo Canavati
MANAGING PARTNER USA
Mr. Canavati has more than 10 years of experience working in the finance industry with Credit Suisse New York and Reyl & Cie in Geneva, Switzerland prior to joining Proaltus. He has a Bachelor’s degree in Economics & Finance as well as an MBA from Bentley University.
Eirvin Knox
*GLOBAL ADVISOR
Mr. Knox is an experienced CEO, Board Member and Advisor in the U.S., South East Asia, Europe and the Middle East, with a consistent track record of success in investment management, fund raising, joint ventures, corporate advice, capital markets, regulatory relations and managing financial service businesses.
ADMINISTRATION
Alberto Milagro
CHIEF OPERATING OFFICER
Mr. Milagro has more than 15 years of experience in private banking, asset management, and financial consulting. He has worked at Capgemini Consulting, Axis Corporate, and Banco Espirito Santo. He holds a Bachelor’s degree in Business Administration and Management from UCM (Spain) and an MBA from IE Business School (Spain).
Daniela Paula Pando
*GLOBAL OPERATIONS ANALYST
Ms. Pando has more than 4 years of experience in Capital Markets as Private Banking Market Advisor at Credicorp Capital Bolsa in Perú. She previously worked at the FX department at Banco de Crédito del Perú. She has a Bachelor’s degree in Business from the University of Lima and she is currently studying a Master's degree in Stock and Financial Markets at the IEB (Spain).
Yanira Quispe
*GLOBAL OPERATIONS ANALYST
Yanira supports the operations team with expertise in financial markets and risk management. She has previous experience at BBVA in Perú and other financial institutions, and holds a Master’s in Financial Markets and Wealth Management (MiFID II) and a Master’s in Agile Organizations and Digital Transformation.
Melissa Pinglo
*MARKETING
Ms. Pinglo has over 5 years of experience in marketing and communications in banking, retail, and healthcare. She has led brand strategies and loyalty projects for companies such as Banco de Crédito del Perú. She holds a Communications degree from the University of Lima and is pursuing a Master’s in Marketing Management at ESIC Business & Marketing School in Madrid.
María Medina
*ACCOUNTING & ADMIN
Mrs. Medina has 12 years of experience in Administration, Accounting and Treasury. She worked at CFE Mexico before joining Proaltus. She is a Public Accountant from ITESM (Mexico), holds a Master’s degree in Banking and Finance from Francisco de Vitoria University (Spain), as well as an MBA from ITESM (Mexico).
Daniel Rodriguez
*ACCOUNTING & ADMIN SUPPORT
Daniel has a degree in Business Administration and Management from the Nueva Esparta University in Caracas (Venezuela). He has 6 years of experience in the administrative area for different companies, as well as in the accounting and treasury area for Equinvest. He has a postgraduate degree in business management and SAP at ESNECA Business School (Spain).
Daniella Canovas
*GENERAL ADMIN SUPPORT
Daniella has more than four years of international experience in human resources, marketing, and business management across the public and private sectors. She has worked in Mexico and Spain in roles spanning HR management, commercial strategy, and cultural project coordination. Daniella holds a Bachelor’s degree in Business Administration from Universidad de las Américas Puebla and an MBA from EAE Business School.
Kateryna Stetska
*LEGAL & COMPLIANCE
Ms. Stetska has 6 years of experience in the asset management, legal and financial sector. She holds double degree in Business Administration and Law from the University of Granada (Spain), as well as a Master’s degree in Law of Banking, Markets, and Financial Institutions from CUNEF (Spain). She previously worked at the European Venture Philanthropy Association and at the European Parliament in Brussels.
INVESTMENT OFFICE
Abraham Cotaina
*CHIEF INVESTMENT OFFICER
Mr. Cotaina has 24 years of experience in investment banking. He worked as Director of Fund Research at Poalim AM, was an Analyst at Tressis, a Risk Manager at a fixed income Hedge Fund and a Consultant at Accenture. He has a Degree in Industrial Engineering from UAX (Spain), a Master in Finance & Investments from Bayes Business School (UK) and a Master in Quantitative Finances from AFI (Spain).
Angel García Diez
*ALTERNATIVE INVESTMENTS DIRECTOR
Mr. García has more than 25 years of experience in the financial sector focused on asset management. Before joining Proaltus, he was CIO in two Spanish insurance companies with AuM above $3bn, in liquid and alternative strategies, for 15 years. He has a Bachelor's degree in Business Administration and a Master's degree in Portfolio Management from the IEB (Spain) and a PDG from IESE (Spain).
Guillermo Andrada
*INVESTMENT ANALYST
Mr. Andrada holds a Bachelor’s degree in Economics and Finance from the University of San Andrés (Argentina) a Master's in Finance from IE Business School (Spain), and is a candidate for the third level of the CFA (Chartered Financial Analyst) program. He has professional experience as an analyst in leading companies in their respective sectors such as JPMorgan and CBRE.
Carlos Harrison
*SUPPORT & OPERATIONS
Mr. Harrison has more than 15 years of experience in business development. He holds a degree in Public Administration with a Master’s Degree in Public Affairs from Universidad Francisco de Vitoria (Spain).
OPERATIONS
Rodrigue Aouragh
WEALTH MANAGEMENT ANALYST
Mr. Aouragh has a Bachelor's Degree in Finance from ITESM (Mexico) and has an International Master's Degree in Finance with specialization in Company Valuation from EADA Business School (Spain). His professional career includes experience in Wealth Management in Luxembourg, as well as a solid background in Venture Capital and Mergers and Acquisitions (M&A) in Mexico.
Jorge Campuzano
WEALTH MANAGEMENT ANALYST
Jorge has experience in the areas of Asset and Wealth Management. He completed a professional internship in the Asset Management division at BBVA and later worked on the investments team of a Single Family Office. He holds a Bachelor’s degree in Finance with a concentration in Investment Fund Management and Alternative Assets from Tecnológico de Monterrey.
Alyona Galimova
WEALTH MANAGEMENT ANALYST
Ms. Galimova has more than 10 years previous experience in Real estate Management, asset management and financial analysis. She has a double degree in Economics and Management, degree in Business Administration (USA).
Javier Garza G.
ASSET MANAGEMENT ANALYST
Mr. Garza has a degree in Public Accounting and Finance with a specialization in Conscious Business from ITESM (Mexico). He has previous experience at Deloitte as a Corporate Tax Consultant, as well as at MSCI as an intern in the Real Assets area.
Lorenza Urquiza
ASSET MANAGEMENT ANALYST
Lorenza is an Asset Management Analyst at Proaltus, where she supports investment analysis and portfolio management activities. She holds a Bachelor of Science in Biotechnology Engineering from Tecnológico de Monterrey and brings strong analytical and research skills to the team.
Eduardo Suarez-Inclan Bejar
ASSET MANAGEMENT ANALYST
Mr. Suárez-Inclán has experience in financial communications and business development within the investment industry prior to joining Proaltus. He holds an MSc in International Trade & Finance from London Metropolitan University and has also completed specialized studies in investor relations.
REGIONAL PARTNERS
Mauricio Flores
PARTNER MEXICO
Mr. Flores has more than 20 years of experience in finance, both in Mexico and abroad. He has previously worked in different institutions such as Citi Private Bank, Invex Inc, and BBVA around the globe. He is an Industrial and Systems Engineer from ITESM (Mexico), holds a Law Degree from UANL (Mexico) and an MBA from NYU.
Jose Luis Rodriguez
*PARTNER MEXICO
Mr. Rodriguez has more than 35 years of experience in the financial and business sector. He directed a Family Office and worked in financial institutions such as Scotiabank (Executive Director of National Private Banking), Finamex (Director of Brokerage Firm), Citygroup (VP Private Banking). He has extensive experience operating businesses in the real estate development, financial and commercial sectors. He is a Public Accountant from ITESM (Mexico) and holds an MBA from IPADE (Mexico).
José Luis Farías
*PARTNER MEXICO
Mr. Farías has more than 10 years of experience in asset management and financial analysis, and has previously worked at Grupo Financiero Multiva and KPMG. He has a degree in Financial Management from ITESM (Mexico) with a specialty in investment management and financial analysis. He is a certified advisor by the AMIB.
Pablo Ortega
*PARTNER COLOMBIA
Mr. Ortega led our Alternative Investments Division for 6 years and is currently Partner at Skypointer, a VC Fund that spun out of Proaltus. Mr. Ortega began his career in Investment Banking at Credicorp, where he spent 5 years focused on LatAm markets. Pablo holds an MBA from IE Business School (Spain) and holds a degree in Industrial Engineering from Universidad de los Andes (Colombia).
Santiago Torres
PARTNER COLOMBIA
Mr. Torres has more than 15 years of experience in wealth management, serving UHNW and HNW clients. Previously, he worked at Credicorp Capital Colombia in the Private Banking area. He holds a degree in Industrial Engineering from Florida International University.
Pedro Valencia
PARTNER COLOMBIA
Mr. Valencia has 15 years of experience in wealth management. He holds a Bachelor’s degree in Business Administration from Universidad de los Andes (Colombia), an MBA and a Master in Data Analytics from IE Business School (Spain). Pedro also contributes as a board member of the Umabari Foundation.
Juan Pablo Amezquita
PARTNER COLOMBIA
Mr. Amezquita has over 18 years of experience in capital markets and alternative investments. He led the distribution of private equity and liquid funds at Vinci Compass, in addition to managing proprietary positions and the derivatives desk at Davivienda Corredores. He holds an MBA from Columbia University in New York and holds the CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst) certifications.
Francisco Saavedra
*PARTNER SPAIN
Mr. Saavedra has more than 20 years of experience in the financial and real estate sector, working at Credit Suisse and Banco Santander. He holds a Bachelor’s degree in Business Administration and Management and a Master’s degree in Economics from the Austrian School.
Fernando Lafuente
*PARTNER SPAIN
Fernando has developed his professional career in commercial banking since 1993 at Argentaria (93-98) and in private banking at Safei (98-2000), Santander (2000-09), Credit Suisse (09-15) and A&G (15-24). He has a degree in Law and a Master's degree in Business Management from CEOE with a multitude of financial and tax training courses over the last 25 years.
Jesús Florido
*PARTNER MIDDLE EAST
Mr. Florido has more than 10 years of success in building national and international public-private partnerships in areas such as economic development, tourism, governance and leadership. He has deep knowledge of the MENA and southern European regions, where he has worked as an advisor to different ministers. He has a double degree between the University of Granada and Sciences Po Bordeaux in Political Sciences, and a Master in International Relations from Sciences Po Bordeaux and Ritsumeikan University (Japan).
Nataliya Shabanova
*PARTNER UK
Ms. Shabanova has more than 20 years of experience in wealth management. She worked at Citibank prior to joining Proaltus, where she managed over 5 billion USD in assets. She holds an Ms in Financial Management from Odessa Polytechnic University and has executive studies from Harvard University.
TECH & AI
José Velasco
*SENIOR DATA SCIENTIST
Mr. Velasco has more than 13 years of experience in the research and development of advanced mathematical models. He has been developing financial mathematical models for 3 years and has previous working experience as a consultant in Accenture. He holds a degree in Telecommunication Engineering and a Ph.D. in Advanced Electronic Systems and Intelligent Systems, both granted by the Universidad de Alcalá (Spain).
Luis Docampo
*JUNIOR DATA SCIENTIST
Luis is a computer engineer from UC3M and holds a Master's degree in Applied Data Science from the University of Utrecht. He has experience in market risk management at Repsol and in technology consulting at NTT Data. He is currently pursuing a PhD at UCRJ, where he conducts research in collaboration with Proaltus on quantitative financial models and the application of generative AI for process optimization.
*Not employed or contracted by Proaltus USA Inc.; employed/contracted by an affiliated company abroad.