Luxembourg, Luxembourg, Luxembourg
Economist, Investor, and board-level strategic advisor with over 20 years of international experience across Europe, the United States, and Latin America. My work sits at the intersection of capital allocation, macroeconomic analysis, and institutional asset management. Today, I manage a global macro portfolio focused on multi-asset allocation, factor investing, and sustainable finance. I also serve as an Independent Strategic Advisor to the Board of several companies, supporting strategic direction, long-term value creation, and governance evolution. As former Head of Country (U.S. & LATAM) at Carmignac, I led institutional expansion across complex markets and engaged sovereign wealth funds, pension funds, and family offices on global asset allocation and long-term investment strategy. Doctor in Business Administration from SDA Bocconi, thesis research on dynamic ESG materiality and momentum in U.S. equity sectors. CAIA Charterholder, with CFA Institute certificates in Sustainable Investing and in Climate Risk, Valuation, and Investing. Alumnus of Harvard Business School, LSE, Wharton, MIT Sloan, INSEAD, Bocconi, HEC Paris, and ESADE. Fluent in six languages, with professional experience across Europe and the Americas. Focus areas: Global macro & multi-asset portfolio management • Factor investing & innovation • Sustainable finance • Asset management strategy • Economic analysis & public policy • Board advisory & corporate governance
Managing a global macro portfolio using fundamental and factor optimization.
• Advise the Board on long-term strategic direction, international growth, and brand positioning across European luxury markets. • Contribute to governance evolution and value-creation initiatives within a heritage family-owned business.