Over 10 years providing financial advice supported by a strong team of qualified and experienced professionals
JOSÉ ANDRÉS FERNÁNDEZ
José is the managing partner and a founder of FitzRoy Investment Advisors.
José has more than 25 years’ experience in banking and finance, having worked for one of the world’s largest investment banking and wealth management firms (UBS) between 1994 and 2011.
José started his career in fixed income research in 1994 in New York and in 1996 moved to capital markets origination.
In 2000 José transferred to London with UBS, where he was in charge of debt capital markets origination for financial institutions in Spain, Portugal and France.
In 2007 José became Desk Head for the Americas at UBS Wealth Management in the UK, leading a team of seven professionals with over $3.5bn of assets under management.
José left UBS in 2011 to set up FitzRoy Investment Advisors.
José holds a MPhil from Cambridge University and a BA (Hons) from Bristol University.
COO and Finance VP
Catarina Silva is the COO and Finance VP of FitzRoy Investment Advisors.
Catarina has over 20 years’ professional experience in investment banking, strategy consulting and the corporate sector.
Catarina joined Morgan Stanley in London in 2001, where she worked as an analyst in the investment banking division of the firm.
In 2003 Catarina joined the debt capital markets group of UBS in London, working in the structuring and marketing of bond issues for borrowers in Europe.
Catarina left UBS in 2005 to work for Roland Berger Strategy Consultants in Lisbon and Madrid, focusing on advisory projects in the banking and telecoms sectors.
After graduating with an MBA from London Business School in 2008, Catarina joined the finance department of PepsiCo. Between 2008 and 2015 Catarina held various positions at PepsiCo in the UK and Switzerland, including M&A and Strategy Manager for Europe and Global Director of Strategic Planning for the Pepsi Lipton Ice Tea Joint Venture. She joined FitzRoy Investment Advisors in 2015.
Catarina has an MBA from London Business School and a BSc in Economics from CATÓLICA-LISBON School of Business & Economics in Portugal.
Director, Operations & Portfolio Implementation
Ruben Perez is Director, Operations & Portfolio Implementation at FitzRoy Investment Advisors.
Prior to joining FitzRoy Investment Advisors Ruben worked as an Investment Operations Officer at Mercantil Commercebank where he supervised the monthly consolidation and reporting.
Ruben started his professional career at JPMorgan Chase as a Relationship Banker and also participated in an internship program at a FX trading firm shortly after graduation. He joined FitzRoy Investment Advisors in 2016.
Ruben has a BS in Finance from Manhattan College in New York City.
Alfredo Gonzalez is an Investments Associate at FitzRoy Investment Advisors.
Prior to joining FitzRoy Investment Advisors Alfredo worked for International Finance Bank (IFB) in Miami in a variety of roles across Corporate Syndication Credit, Treasury and Accounting.
Alfredo started his career as an intern at LW Investment Management where he worked on the Asset Management side. He worked for FitzRoy Investment Advisors between 2016 – 2017 as a junior Analyst and joined again as an Investments Associate in 2020 after his experience at IFB.
Alfredo has a BA in Business Administration from FIU (Florida International University).
Consolidation and Reporting Manager
Andreia has extensive experience in finance in the corporate sector, having spent 5 years in several divisions of General Electric. After completing the prestigious Financial Management program at GE, Andreia joined the Consulting and Audit group of the firm, working in various assignments across Europe and Latin America.
Between 2006 and 2008 Andreia lived in Angola, where she did business development and marketing for a leading Portuguese conglomerate.
Andreia returned to GE in 2008, working as FP&A manager for GE Capital in London. She joined the Geneva office of FitzRoy Investment Advisors in 2012, where she was in charge of client reporting. She worked with FitzRoy until 2016 and again joined the firm in 2020.
Andreia has an MSc from the University of Coimbra in Portugal and has participated in Executive Education courses at Harvard Business School and the Kellogg School of Management.
Wealth Management Analyst
Nicholas Jimenez is a Wealth Management Analyst at FitzRoy Investment Advisors. Prior to FitzRoy, Nicholas started his career as an intern at NewEdge Wealth, where he worked on the investment side.
Nicholas has a Master of Science in Finance from the University of Miami, and a BSBA in Finance from the University of Florida.