ETFmatic is led by a team of experienced entrepreneurs that believe we all deserve a transparent and cost effective way to put our savings to work through highly diversified investments. You can read a summary about our approach here or study it in more detail in our white paper.
Our Advisory Board includes Executives with extensive experience in the Financial Industry, including Private Banking and Fund Management, Professors from the most prestigious Business Schools and Experts in online distribution.
Luis is an Entrepreneur and Investor with background in Management Consulting.
BCom in International Business from McGill (Canada), Copenhagen Business School (Denmark) & ICADE (Spain), MBA INSEAD (France). CISI Investment Advice certificate in UK Regulation & Professional Integrity.
Johan has 20 years experience in Internet and Finance operations.
MSc Computer Science from KTH Royal Institute of Technology (Sweden) and MBA from INSEAD (Singapore & France). He holds a CISI Level 4 Certificate in Investment Management and Level 3 Certificate in Investment Operations.
Serves as Executive Chairman at Aleia Roses, a startup that has become the largest roses producer in Europe. Former Investment Professional at Elliott Advisors, MattlinPaterson and CQS. Former Director at Pagaralia.
BCom in Business from ICADE (Spain).
Jaime started his career at J.P. Morgan, offering individuals and family-owned businesses financial and strategic counsel. He has launched companies like BoXinBox and invested in start-ups such as Tenders and SinDelantal.
Stefanie managed the Customer & Service Competence Center at Santander Consumer Bank AG, including teams leading quality control, back office investment banking and work with regulatory bodies. She was previously Head of Customer Service at Royal Bank of Scotland, in Germany.
Bachelor’s Degree in Finance Universidad Iberoamericana (Mexico). Diploma in Money and Banking Warwick University (United Kingdom). Diploma in Macro/micro Economy and Marketing Fundamentals Boston University (Massachusetts)
Sonia is highly experienced senior Public Relations professional with a multi-disciplinary background of strategic communications predominantly gained within the financial services sector – Personal/Consumer Finance, Stock Market investing, and recently in Peer-to-Peer Lending, Equity Crowdfunding, and Digital Banking
Bachelor’s Degree in Economics University of Greenwich (United Kingdom).
Bernard Dumas was formerly Professor of Finance at the University of Lausanne and Swiss Finance Institute. Prior to joining Lausanne, he was Professor at INSEAD, HEC (Paris), the Wharton School of the University of Pennsylvania and ESSEC.
Professor Rau is currently the Sir Evelyn de Rothschild Professor of Finance at Cambridge Judge Business School. He is also a past president of the European Finance Association, Head of the School's Finance & Accounting subject group, Director (Research) of the Cambridge Centre for Alternative Finance (CCAF) and a member of the Cambridge Corporate Governance Network (CCGN).
Drago is a senior professional in investment portfolio management with experience across multiple fund and index investment structures. He was a founding partner at Sunningdale Capital Partners, Investment manager at Blue White Alternative Investments.
Jorge is a Partner at Wealth Solutions EAFI, a Multi-Family Office helping families to sustain their wealth across generations. He is a professor at IEB's Executive Program in Private Wealth Management.
Rafael is a Financial services Executive with experience as a Portfolio Manager investing in Thematic portfolios and Special situation. Previously Senior Portfolio Manager at J.P. Morgan and Management Consultant with McKinsey & Co. Experience in Investment banking and private equity in the US and Europe.
Francisco is Founder and CEO of EthosData, a virtual data room provider partly owned by Moody’s (NYSE: MCO). President Mobile payments and prepaid and Chief Strategy Officer and Chief of Staff in First Data International.
BS, Business Administration from Sacramento State University (California), Negotiation Training from Harvard Business School (Massachusetts) and MBA, Strategic Management from University of Houston (Texas).
Miriam has twenty five years experience in the financial market. She was Managing Director at Lehman Brothers and then Nomura, heading the Equities Department for Spain since 2000. Prior to joining Lehman Brothers, she worked for Banco Santander where she began in 1989.
Degrees in Business Administration and Law at ICADE (Spain).
Juan is a Management Consultant (PwC, IBM Business Consulting Services) with experience in Business Transformation and Customer Relationship Management in Financial Services and Energy & Utilities. Foreign Trade Advisor for Spanish Commercial Office in Ho Chi Minh City (Vietnam).
Almudena has been a Managing Director at Credit Suisse where she has been Equity Country Manager for Spain and Portugal in the Investment Banking division, based in Madrid. Almudena joined Credit Suisse First Boston in Germany in October 1990. Previously she was a financial analyst in Banco Santander.
Degree in Business Administration at ICADE (Spain).
Antonio has participated in the structuring and financing of LBOs such as Mémora and Palacios and the restructuring of Bodybell, Condesa, eircom, Findus, Levantina and Seat Pagine Gialle.