Fundraising Fox

Daniel Cervantes

Investor

Partner at Family Enterprise Partners (FEP)

Mexico City, Mexico

About

Daniel Cervantes has more than 25 years of experience advising business families and managing companies, including over 15 years in wealth management across Mexico and Spain. He has worked as a Managing Director in the multi-family office space, as an advisor at Santander Private Banking International, and earlier at Deloitte in Guadalajara, JP Morgan investment banking in London, and Boston Consulting Group in Madrid. He holds an MBA in Finance from NYU Stern School of Business and co-founded the Family Enterprise Council.

Experience

  1. Family Enterprise PartnersFounder - Managing Partnercurrent2020 — presentBarcelona, Catalonia, Spain
  2. Family Enterprise CouncilPresidente Fundadorcurrent2015 — presentMexico
  3. DiaphanumPartner | Agente Financiero | Investment Advisor representativecurrent2020 — presentMadrid, Community of Madrid, Spain
  4. Wealth Solutions, EAFISocio Director2017 — 2020España, Mexico, Colombia, USA
  5. Family Enterprise Counselors SLFounder & Partner2015 — 2016Barcelona, Latam
  6. Santander Private Banking InternationalFamily wealth advisor2005 — 2016Mexico, Miami, Geneve, Barcelona
  7. BoniquetConsejero2006 — 2012Greater Barcelona Metropolitan Area
  8. Graficas del Gaya SADirector General, CEO y Propietario2002 — 2004Valls
  9. The Boston Consulting Group (BCG)Associate Consultant2001 — 2002Greater Madrid Metropolitan Area
  10. JPMorganAssociate2000London Area, United Kingdom

Education

  1. NYU Stern School of BusinessMBA, Finance1999 — 2001
  2. Northwestern University - Kellogg School of ManagementGoverning the Family Business2007
  3. EsadeLicenciado en ciencias empresariales y MBA1988 — 1993

Skills & more

BloombergIndependent Financial AdvisorPrivate BankingPortfolio ManagementFinancial AdvisoryFinancial MarketsInvestment BankingStructured ProductsCorporate FinanceInvestmentsCapital MarketsFixed Income
+7 moreEquitiesPrivate EquityBusiness StrategyFamily OfficeHedge FundsDerivativesMiFID

Languages 1 Español · 2 Catalan · 3 Ingles · 4 Frances

  • European Financial Planning AssociationEFPA Spain | European Financial Planners Association

From Daniel's professional profile.

Colleagues at Family Enterprise Partners (FEP)

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Where does Daniel Cervantes work?
Daniel Cervantes is Partner at Family Enterprise Partners (FEP).

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