Administrative and Support Services
Financial Services
Oil, Gas, and Mining
Professional Services
Real Estate and Equipment Rental Services
Active
Alejandro C.B.
CIO
About Me
Bilingual finance leader with over 20 years of experience across investment strategy, corporate finance, and risk management. Trusted advisor to Boards and Executive Committees, with proven ability to lead multi-entity financial operations, evaluate high-impact investments, and navigate complex regulatory environments. Specializes in scalable financial planning, treasury oversight, and governance for family offices, institutional investors, and growth-stage enterprises
Jurisdiction
Mexico | United States
Experience
Seniority LevelC-Suite
Years of Experience20+ years
Current StatusActive
CIOPrivate Single Family Office
2019 - Present
Overseeing direct investments, private equity, real estate, and public markets.
Financial ConsultantPrivate Consulting Firm
2015 - 2019
Risk and investments consultant: Treasury Operations, Public & Private Markets Allocation, Energy & Real Assets, Trading & Hedging (power, natgas, fx, metals).
Risk Manager, Market Trader, Portfolio ManagerLocal and Global Banks
2000 - 2015
Risk management, portfolio management, trading, structuring, and advisory for local and global institutions. Knowledge in Fixed Income, Equity, Commodities, Derivatives, and Private Markets.
Education
Degree of EconomicsTec de Monterrey
Present
Masters of Applied StatisticsTec de Monterrey
Present
Diploma of Corporate Finance SpecializationUniversity of Melbourne
Present
Masters of Master in FinanceMIT
2025 - Present
Diploma of Private Markets InvestmentsSaïd Business School, University of Oxford
2025 - 2025
Diploma of Financial ManagementUniversity of Illinois Urbana-Champaign
2025 - 2025
Certification
Total Certifications2
Financial Risk Manager
Global Association of Risk Professionals
2004
Credential ID: 21048
AMIB - Investment Advisor
Skills
Core skills6
Interests5
Languages2
Skills
Enterprise Risk Management
Investment Portfolio Management
Asset Allocation
Capital Markets
Business Strategy
Corporate Treasury
Interests
Strategic Financial Leadership (Fractional CFO / Interim CFO)
Treasury and Institutional Investment Management
Financial Risk and Capital Markets
Corporate Finance and Investment Project Evaluation
Continuous Education and Executive Mentoring
Languages
English
Spanish