Finenza believes that in an environment strongly influenced by short term demands, the willingness and capacity to take a long term approach is a distinct competitive advantage.
This philosophy, put into practice since our founding in 2001, has led Finenza’s principals to develop deep relationships with top-quality institutional investors across Europe.
We are acutely aware that the funds we serve represent the lives, dreams and future on which investors and their families depend. Therefore, we, and the organizations with whom we work, must all commit ourselves to adhering to the fundamental, ethical principles of integrity, fairness, transparency and trust.
David co-founded Finenza in 2008 after being sales director for IT Asset Management, part of the Raymond James Group. David has accumulated 14 years of sales and marketing experience in the funds industry covering French and Italian speaking professional investors. Before 2001, he was a Senior Forex Trader at Crédit Agricole Group. Graduate of Institut Supérieur de Gestion (Paris) and Conservatoire National des Arts et Métiers (Paris). David is married and has four children. He’s found of running, skiing and history.
He was Treasurer of the Institut Andre Neher, President of local NGO and is board member of two Microfinance Institutions : Chamroeun (Cambodia) and Micro Finance Solidaire (France).
Julien joined Finalpha in January 2015 after being partner at DG Patrimoine, a real-estate asset management company. Julien graduated from l’Institut Supérieur de Commerce, Paris - France, with an MS in Finance as well as a degree in Business Management from the Athlone Institute of Technology, Athlone - Ireland.
Francisco co-founded Finenza in 2008 after having founded Finenza Inversione Alternativa in 2006 in Madrid. Before, he has co-founded Afina in 2001 with Commerzbank, a multi-boutique fund distribution specialist for the Iberian peninsula. Francisco has started his carreer at Credit Suisse Private Banking in Madrid. He is Bachelor in Economics and Business Administration at CUNEF and MBA by IESE. In 2006 he founded Finenza. Member of the Jury at the IESE Social Investment Competition.
Olimpia joined Finenza in 2009 to take over marketing and administrative responsibilities. Prior to that time, she was in charge of administrative operations for a major Paris-based law firm.