Managing Partner and Investment Director
Carlos founded DPM Finanzas in 2013.
Previously for nine years he worked at Barclays Bank, being director of Investments and Deposits for Spain; and previously he was responsible for insurance and investment products and director of private banking equipment in Madrid (Wealth management).
Before Barclays, he carried out private banking activities at Bankinter and investment banking at HSBC Investment Bank.
Degree in Law and Diploma in Business Administration, he has a Master in Portfolio Management at the IEB, the accreditation of European Financial Advisor (EFA) and Diploma of International Technical Analysis (DITA I).
Partner – Commercial Director and Business Development
Alfonso joined DPM Finanzas in 2016.
Since 2009 he has held various responsibilities as senior manager of Barclays Bank. Being the commercial manager of leading the strategic customer segments for Barclays Bank in Spain and Portugal, both in the private and business banking business.
He previously held different positions of responsibility in the Private Banking segment at Barclays Bank and Lloyds Bank.
Alfonso has a Diploma in Banking Training Studies from the Higher Banking Council and the University College of Financial Studies CUNEF, AFI Certified Private Banking Financial Advisor, Specialist in Banking and Finance from the IEB, Master in Finance from the Comillas Pontifical University and Executive in executive skills by Barna Consulting Group.
Wealth management Director
Soraya JOINED DPM FINANZAS IN 2022.
Soraya Benguerrach has spent most of her professional career in the private banking area of Caixabank, holding various positions of responsibility with a high degree of specialization in Private Banking as a Wealth Managing Director and providing independent advisory service to UHNW high net worth clients.
Soraya has a degree in Business Administration, specializing in Finance and in Actuarial Sciences from the Carlos III University of Madrid. In addition, he has several accreditations and specialization courses among which are the EFPA accreditation, Master in Finance from the University of Deusto, Certificate in Wealth Management from The Chartered Institute for Securities & Investment. He also holds a Master’s degree in Private Banking from the Pompeu Fabra University of Barcelona and an Expert degree in financial analysis from the Complutense University of Madrid.
Conrado la Roche
Head of analysis and funds selector
Conrado JOINED DPM FINANZAS IN 2022.
Conrado was already part of the DPM Finanzas team for 3 years as an independent financial advisor, later he developed his professional career as a wealth manager at Dux Inversiones and as a private banker at Singular Bank.
Conrado holds a degree in Law from the Complutense University of Madrid and a Master’s Degree in Stock Exchange and Financial Markets from I.E.B. Additionally, he holds a master’s degree from ISBIF Finance School in Corporate Finance, Private Equity and Value Investing.
Chief Operating Officer
Beatriz JOINED DPM FINANZAS IN 2021.
Beatriz has more than 20 years of professional experience in financial institutions as team manager and Director of different branches of Barclays in premier locations in Madrid. She has a degree in Business Administration from the European University of Madrid and a Master’s degree in Banking and Finance from the IEB.