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About us – A team of finance professionals

GET TO KNOW US BETTER.

People are very important.

A true leader is one who achieves success for everyone. We aim to meet the needs of those to whom we feel responsible (our customers and our team).

PARTNER

Partner & Administrator

Partner & Administrator

Ramón Alfonso

  • More than 25 years’ experience in the financial markets and the banking industry.
  • Economist and MBA.
  • Author of several books and articles for newspapers and magazines specialized in financial markets.
  • Speaker and Professor of subjects related to financial tools and markets, portfolio management, corporate finance and risk management.


“Try no to become a man of success, but rather to become a man of value”- Albert Einstein.

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Partner & Administrator

Rafael Rabat

    • More than 25 years’ experience in the financial markets and the banking industry.
    • Economist, CEFA, and PDD IESE.
    • Professor of subjects related to financial tools, markets and portfolio management.


“Management is doing things right; leadership is doing the right things.” -Peter Drucker

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Partner & Administrator

Laureano Gris

    • More than 20 years’ experience in the financial markets and the banking industry.
    • Economist, Master in Mediation and Financial Advisor and Master in Advanced Diploma of Derivative Financial Products
    • Professor of subjects related to financial tools and markets and portfolio management


“We must become the change we want to see.” -Mahatma Gandhi

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THE TEAM

Investment Manager

Jorge Martret

• He joined the team in October 2018
• He has 25 years of experience in financial markets having been in charge of Investment and Banking Divisions.
• He hold a Degree in Economics, a Diploma in Financial Management by EADA, Certified European Financial Analyst (CEFA), CFA and CAIA Charterholder.
• He is Professor in several fields of Finance: Financial Markets, Business Finance, Portfolio Management and Financial Maths.
• Likewise he teaches preparation courses for the CFA Exam through Finance Academy Spain of which is Founding Partner.

Manager Financial Advice

Albert Ricart

• He joins the team in July 2018 from C & R IFA EAFI founded by him in 2011, as an evolution of Ricart Consulting created in 2001.
• 44 years of experience in the financial sector having assumed positions in banking management
• Lecturer and professor in several Master's Degrees at the Barcelona School of Management -Universidad Pompeu Fabra.
• Director and founding partner of the IFA Financial Institute (CISI Acredited Trainer).
• Author of books and articles in the press and specialized magazines on financial markets.

Risk Control Manager

Lluis Patlle

• He joins the team in september 2018
• 30 years of experience in the financial sector having assumed positions in banking management
• Formed at the Universitat de Barcelona, Institut d´Estudis Financers (IEF) and school of finance applied (AFi), and member of the IEAF.
• He started and developed his professional career as financial Broker in Interdin Agencia de Valores, S.A., and subsequently as managing partner.
• Extensive experience in the Areas of monitoring and Risk Control, regulatory compliance and Audit.

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Analista Senior

Xavier Haro

• He joins the team in July 2018 from C&R IFA EAFI as head of the Analysis Department.
• 5 years of experience in the financial sector.
• He holds a Graduate in Business Administration and Management from the University of Barcelona and a Master's Degree in Financial Markets from the Barcelona School of Management (Pompeu Fabra University), as well as an International Certificate in Wealth and Investment Management issued by CISI and be an EFPA member. Currently studying the CFA Program.

Operations Department

Izabella Bota

• Joined our team in July 2018, with a previous experience in the financial assesment department at C&R IFA EAFI.
• College degree in Business Administration at University of Lleida.
• Master’s degree in Financial Markets at Pompeu Fabra University.

Private Banking Director

Roman Gris

• Part of the GAR Investment Advisors team since 2014.
• Previously employed in a financial institution.
• Masters in Business Studies, MBA in Management and Financial Management and Postgraduate degree in Financial Tools.
• Connected to sales since 1995, Roman began to develop his career in the financial sector from 2000.

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Office Manager

Paquita Concha López

• She joins the team in July 2018 from C & R IFA EAFI, where she was founding partner.
• Diploma of the Financial Markets and Wealth Management Program for Financial Agents, by IDEC- Pompeu Fabra University.
• She has the ICFA Certification issued by C.I.S.I.
• Specialist in management support and customer service

Administración y Back Office

Almudena Álvarez

• Part of GAR Investment Advisor team since October 2016.Previously employed by a Multinational consultant company.
• Degree in Economics and Business Administration and English Filology.
• Masters in Tax assessment and Financial Auditing, and Postgraduate course in Accounting Auditing Standards.
• Almudena began his work career in 1997.

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