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Rafael Alberca

Investor

CFA, CFBA - Partner at Family Enterprise Partners (FEP)

Greater Madrid Metropolitan Area

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Ask Íñigo Serrats to introduce you to Rafael

You →Íñigo · together at CFA Society Spain (2012–2019) →Rafael

Ask Jamie Chen to introduce you to Rafael

You →Jamie · together at Wealth Solutions, EAFI →Rafael

Ask Sam Okafor to introduce you to Rafael

You →Sam · 10 people · together at Family Enterprise Partners →Rafael

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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

  1. Family Enterprise PartnersFounder - Managing Partnercurrent2020 — presentMadrid
  2. DiaphanumManaging Partnercurrent2020 — presentMadrid, Community of Madrid, Spain
  3. Wealth Solutions, EAFIManaging Partner - Socio Director2016 — 2020Madrid
  4. CFA Society SpainInvited Lecturer: Economics, Corporate Finance and Corporate Governance2012 — 2019Madrid, Comunidad de Madrid, España
  5. Kefren Capital Family OfficeChief Investment Officer and Family Office Manager2009 — 2016Madrid
  6. Family Office SolutionsInvestment Analyst2005 — 2008

Skills & more

Portfolio ManagementAsset ManagementWealth ManagementInvestmentsPrivate BankingFixed IncomeFinancial MarketsFinanceMutual FundsEquitiesFinancial ServicesBanking
+6 moreInvestment 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

Who is Rafael Alberca?
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.
Where does Rafael Alberca work?
Rafael Alberca is CFA, CFBA - Partner at Family Enterprise Partners (FEP).
Where did Rafael Alberca go to school?
Rafael Alberca studied at CFA INSTITUTE (CFA Charterholder, Financial Analysis); Family Firm Institute (Certificate in Family Business Advising, Business Family and Consumer Sciences/Human Sciences); IEB (Master, Financial Markets).

Same school

Shared employers