Rafael Alberca
InvestorCFA, CFBA - Partner at Family Enterprise Partners (FEP)
Greater Madrid Metropolitan Area
About
Rafael Alberca has over 20 years of experience in wealth management, advising family groups and family offices in Spain and Latin America. He previously served as Managing Director at a multi-family office, CIO at Kefren Capital Family Office, and Investment Analyst at Family Office Solutions. He holds a Master's degree in Financial Markets from IEB, is a Family Business Advisor certified by the Family Firm Institute, and is a CFA charterholder.
Experience
- Family Enterprise PartnersFounder - Managing Partnercurrent2020 — presentMadrid
- DiaphanumManaging Partnercurrent2020 — presentMadrid, Community of Madrid, Spain
- Wealth Solutions, EAFIManaging Partner - Socio Director2016 — 2020Madrid
- CFA Society SpainInvited Lecturer: Economics, Corporate Finance and Corporate Governance2012 — 2019Madrid, Comunidad de Madrid, España
- Kefren Capital Family OfficeChief Investment Officer and Family Office Manager2009 — 2016Madrid
- Family Office SolutionsInvestment Analyst2005 — 2008
Education
- CFA INSTITUTECFA Charterholder, Financial Analysis2007 — 2010
- Family Firm InstituteCertificate in Family Business Advising, Business Family and Consumer Sciences/Human Sciences2018
- IEBMaster, Financial Markets2005 — 2006
- Universidad Complutense de MadridBachelor Science, Business Administration1998 — 2004
- Cardenal Cisneros1998 — 2000
- Centro de Estudios Financieros
Skills & more
Portfolio ManagementAsset ManagementWealth ManagementInvestmentsPrivate BankingFixed IncomeFinancial MarketsFinanceMutual FundsEquitiesFinancial ServicesBanking
+6 more
Investment BankingFinancial RiskFinancial PlanningCorporate FinanceFinancial AnalysisFamily Office- Chartered Financial Analyst — CFA Institute
From Rafael's professional profile.
Colleagues at Family Enterprise Partners (FEP)
Ainhoa Barco
Head of Legal & Compliance at Family Enterprise Partners (FEP)
Alejandro Ferrero
Head of Investments & Client Relationship at Family Enterprise Partners (FEP)
Anahí Vázquez
Investments & Client Relationship at Family Enterprise Partners (FEP)
Carlos García
Head of Marketing & Communication at Family Enterprise Partners (FEP)
Daniel Cervantes
Partner at Family Enterprise Partners (FEP)
David López
Investments & Client Relationship at Family Enterprise Partners (FEP)
Deborah Osobampo
Consultant / Lawyer at Family Enterprise Partners (FEP)
Imelda Huerta
Financial Controller at Family Enterprise Partners (FEP)
Frequently asked questions
- Where does Rafael Alberca work?
- Rafael Alberca is CFA, CFBA - Partner at Family Enterprise Partners (FEP).
Same school
Also attended CFA INSTITUTE334
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Also attended IEB44
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Also attended Universidad Complutense de Madrid75
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+ 69 more
Shared employers
Also worked at Family Enterprise Partners11
Daniel CervantesPartner at Family Enterprise Partners (FEP)Ainhoa BarcoHead of Legal & Compliance at Family Enterprise Partners (FEP)Carlos GarcíaHead of Marketing & Communication at Family Enterprise Partners (FEP)Imelda HuertaFinancial Controller at Family Enterprise Partners (FEP)Deborah OsobampoConsultant / Lawyer at Family Enterprise Partners (FEP)Anahí VázquezInvestments & Client Relationship at Family Enterprise Partners (FEP)
+ 5 more
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