About us – A team of finance professionals
El verdadero liderazgo es aquél que logra el éxito para todos. Aspiramos a satisfacer las necesidades de aquellos de quien nos sentimos responsables.
Equipo, quienes somos, las personas son importantes, profesionales financieros, asesores financieros, gestores de mercados, asesores de patrimonios
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GET TO KNOW US BETTER

PEOPLE ARE VERY IMPORTANT

A true leader is one who achieves success for everyone. We aim to meet the needs of those to whom we feel responsible (our customers and our team).

PARTNERS

Partner & Administrator

Ramón Alfonso

• More than 25 years’ experience in the financial markets and the banking industry.
• Economist and MBA.
• Author of several books and articles for newspapers and magazines specialized in financial markets.
• Speaker and Professor of subjects related to financial tools and markets, portfolio management, corporate finance and risk management.

Partner

MARCELO DAVID SHLAFROK

• Banquero privado independiente desde el año 2004, se ha especializado en la gestión de grandes patrimonios financieros de particulares y grupos familiares.
• Ha Ejercido de Gestor de Banca Privada y Gestor de Banca Priva Internacional en Banc Agricol y en Andbanc.
• Miembro del Colegio de Economistas de Barcelona, es Máster en Mercados Financieros por la Universidad de Barcelona y Licenciado en Ciencias Empresariales con énfasis en Finanzas por la Universidad Católica de Uruguay.

Partner & Administrator

Laureano Gris

• More than 20 years’ experience in the financial markets and the banking industry.
• Economist, Master in Mediation and Financial Advisor and Master in Advanced Diploma of Derivative Financial Products.
• Professor of subjects related to financial tools and markets and portfolio management.

Partner & Administrator

Rafael Rabat

• More than 25 years’ experience in the financial markets and the banking industry.
• Economist, CEFA, and PDD IESE.
• Professor of subjects related to financial tools, markets and portfolio management.

Partner

JAUME SANTAEULÀRIA

• More than twenty-five years’ experience in the financial sector, where he has specialized in the areas of financial and equity Investment, and private equity.
• He was Director of the Investment Area and member of the management committee of Banc Sabadell d’Andorra, where he was also responsible for the creation and management of Sabadell Inversions Sociedad Gestora. Previously, he was head of the capital markets department at Crèdit Andorrà. He also worked as a commodity trader at the American company Cargill Inc in the offices of Barcelona, Paris and in the USA, where he was responsible for the Latin American markets.
• Graduated in Law, graduated from IESE and has a postgraduate degree in Marketing Management from ESADE.

EQUIPO

Investment Manager

Jorge Martret

• He joined the team in October 2018.
• He hold a Degree in Economics, a Diploma in Financial Management by EADA, Certified European Financial Analyst (CEFA), CFA and CAIA Charterholder.
• He is Professor in several fields of Finance: Financial Markets, Business Finance, Portfolio Management and Financial Maths.
• Likewise he teaches preparation courses for the CFA Exam through Finance Academy Spain of which is Founding Partner.

Risk Control Director

Lluis Patlle

• He joins the team in september 2018.
• 30 years of experience in the financial sector having assumed positions in banking management.
• Formed at the Universitat de Barcelona, Institut d´Estudis Financers (IEF) and school of finance applied (AFi), and member of the IEAF.
• He started and developed his professional career as financial Broker in Interdin Agencia de Valores, S.A., and subsequently as managing partner.
• Extensive experience in the Areas of monitoring and Risk Control, regulatory compliance and Audit.

Customer Advisor

Mª JOSE GALVAN

• Más de 10 años de experiencia en el sector financiero, 9 de los cuales en el área de Banca Privada y gestión de patrimonios familiares. Ha desempeñado funciones de Banca Privada Premium en Catalunya Banc.
• Empezó su carrera como Asesora de Banca Privada acabando como Gestora de Banca Privada Premium, y gestionando y coordinando un equipo de asesores de banca privada.
• Es Diplomada en Ciencias Empresariales por EAE (UPC), Postgrado de Mercados Financieros por el IEF (Institut de Estudis Fnancer), Postgrado de Fiscalidad Financiera por el IDEC (Universidad Pompeu Fabra) y Máster de Marketing por la Escuela de Administración de Empresas (UPC).

Customer Advisor

Roman Gris

• Part of the GAR Investment Advisors team since 2014.
• Previously employed in a financial institution.
• Masters in Business Studies, MBA in Management and Financial Management and Postgraduate degree in Financial Tools.
• Connected to sales since 1995, Roman began to develop his career in the financial sector from 2000.

Senior Investment Analyst

Xavier Haro

• He joins the team in July 2018 from C&R IFA EAFI as head of the Analysis Department.
• 5 years of experience in the financial sector.
• He holds a Graduate in Business Administration and Management from the University of Barcelona and a Master's Degree in Financial Markets from the Barcelona School of Management (Pompeu Fabra University), as well as an International Certificate in Wealth and Investment Management issued by CISI and be an EFPA member. Currently studying the CFA Program.

Customer Advisor

PATRICIA LAPLANA

• Licenciada en Economía por Universidad de Barcelona.
• Programa de Control de Gestión de avanzado por ESADE Business School.
• Programa de especialización en Banca Privada y Asesoramiento Financiero por IEB (Instituto de Estudios Bursátiles).
• Experta en Asesoramiento Bancario y Financiero por ESCP Europe.
• Ha desarrollado su carrera profesional en empresas dedicadas al asesoramiento de clientes (Catalunya Caixa, Tressis Sociedad de Valores, Deutsche Bank).
• Ejerciendo su carrera en el sector financiero al servicio de clientes desde 2002.

Secretaria de Dirección y Office Manager

CARMEN LINARES REY

• Se incorpora en el equipo en el año 2016 dando continuidad a su trayectoria laboral como Secretaria de Dirección y Office Manager.
• En activo laboralmente desde 1997.

Office Manager

MARIA JOSE PACHÓN

• Diplomada como Secretaria de Dirección, por el centro de estudios ADAMS.
• Inició su carrera profesional en el área de Recursos Humanos de gran empresa.
• Más de 20 años de experiencia profesional, cuenta con amplia experiencia como Assistant de la Dirección y como técnico en RRHH.

Middle y Back Office

EVA SAÑUDO

• Cuenta con una amplia experiencia en el sector financiero en las áreas de middle i back office.
• Ha desarrollado su carrera profesional en Credit Suisse donde estuvo más de 14 años en diferentes departamentos.
• Es Diplomada en Gestión y Administración Pública por la Universidad de Barcelona y cuenta con un Master en Instrumentos y Mercados Financieros por la Universidad Oberta de Catalunya.