Summary
Juan Orero is a seasoned wealth advisor based in Madrid with over 20 years of experience in private wealth management and more than a decade in senior advisory and leadership roles across firms like Mutuactivos, Urbanitae and MAPFRE. He combines deep expertise in portfolio and delegation management with an Executive MBA (9.77) from EAE and EFPA certification, demonstrating both technical finance knowledge and proven commercial leadership. Known for building and leading advisory teams, he has progressed from frontline financial advising to director-level responsibilities, overseeing delegated channels and bespoke client solutions. Equally at ease with numbers and creativity, he describes himself as half developer, half illustrator, hinting at a pragmatic, design-minded approach to client communication and financial planning. Reliable, client-focused and strategically minded, he brings institutional rigor to personalized wealth strategies for high-net-worth clients.
11 years of coding experience
8 years of employment as a software developer
Executive MBA, 9.77, Executive MBA, 9.77 at EAE Business School
Colegio Maravillas
Licenciatura, Económicas, Licenciatura, Económicas at Universidad Complutense de Madrid
EFPA, EFPA at EFA.European Financial Advisor
English