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Carolina Martínez-Caro

Investor

Senior Advisor at Samaipata

Spain

About

Carolina Martínez-Caro brings over 30 years of private banking experience across American and Swiss institutions, including leadership of Julius Baer Iberia during its first seven years of operations in Spain. She currently serves as a Strategic Senior Advisor at Samaipata and as a board member, with expertise in negotiation, business planning, and family business advisory through coaching and mentoring programs. Martínez-Caro is an active investor in private equity and participates in philanthropic initiatives, while also engaging as a speaker on workplace diversity and work-family balance topics.

Experience

  1. SamaipataStrategic Senior Advisorcurrent2025 — present
  2. Clínica BavieraIndependent Directorcurrent2024 — present
  3. Unicaja BancoIndependent Directorcurrent2022 — present
  4. LH Paragon, Inc.Independent Directorcurrent2022 — presentProvincia de Cebú, Filipinas
  5. finReg360Advisory Boardcurrent2021 — presentMadrid, Community of Madrid, Spain
  6. Asociación Española Contra el CáncerMember of the National Audit Committeecurrent2024 — presentMadrid, Community of Madrid, Spain
  7. Forbes Global Properties SpainStrategic Senior Advisor2022 — 2026
  8. H2PLTIndependent Director2023 — 2024Catalonia, Spain
  9. Julius BaerIberia Market Head, Managing Director2014 — 2021
  10. Julius BaerExecutive Director2013 — 2014
  11. Merrill LynchSenior Vice President-Investments2005 — 2013
  12. Merrill LynchVice President1999 — 2005
  13. Merrill LynchInternational Financial Advisor1994 — 1999

Education

  1. IESE Business SchoolGlobal CEO Program, CEIBS (Shanghai)2017 — 2018
  2. Deloitte-Spencer StuartBoard Member Program
  3. PWCWomen to Watch.- BOARD MEMBER PROGRAM2018 — 2019
  4. IMD
  5. University of California, Berkeley, Haas School of BusinessFamily Business Run Programme2011
  6. Institute for European Studies, ULB (IEE-ULB)License Special en Droit Financiere Communautaire1992 — 1993
  7. Yale UniversityCertificate in Business Administration1991
  8. Universidad Pontificia ComillasBachelor’s Degree, E11987 — 1992

Skills & more

Investments10Portfolio Management8Wealth Management6Equities6Financial Planning5Mutual Funds5Finance5Financial Services5Risk Management4Series 73Asset Management4Securities4
+6 moreFixed IncomeAsset AllocationInsuranceInvestment AdvisoryAlternative InvestmentsInvestment Strategies

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Carolina Martínez-Caro is Senior Advisor at Samaipata.

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