CFA Society Spain, the local member society of CFA Institute – the Global Association of Investment Professionals – has appointed Luis Buceta, CFA, as its new president. This announcement follows the conclusion of the current term, in accordance with the organization’s statutes, previously held since October 2020 by José Luis de Mora Gil Gallardo, CFA. Buceta will lead a team of distinguished professionals who will join him on the Board of Directors of the Spanish Chapter of CFA Institute.
Luis Buceta is currently the Chief Investment Officer of Creand WM in Spain (Crèdit Andorrà Financial Group). He previously worked for BNP Paribas Wealth Management as Director of Equity Investments, and began his career at The Chase Manhattan Bank. Over the past four years, Buceta has also served as Vice President of CFA Society Spain.
In addition to his professional role, the new president combines his work with teaching, as he is a professor at various business schools and universities. He holds a degree in Economics and Business Studies and Market Research and Techniques from ICADE (E2 and ITM). He also has an Executive MBA from IESE Business School and certifications in CFA ESG Investing and Certified Advisor (CAd).
Among the main objectives of the new team are to continue strengthening the prestige and growth of the CFA professional accreditation in Spain and to meet the new needs of investment professionals by providing access to innovative certifications such as the Certified Advisor CAd Program, CFA Institute Certificate in ESG Investing, Climate Risk, Valuation and Investing Certificate, Private Markets and Alternative Investments Certificate, Data Science for Investment Professionals Certificate, and Private Equity Certificate.
At the local level, relationships with all stakeholders of CFA Society Spain will continue to be strengthened, including members, CFA candidates, employers, regulatory and supervisory bodies, and partner firms. The activities of all the Committees within CFA Society Spain will also be reinforced, particularly in the areas of private/alternative markets, sustainability, diversity, wealth management, relationships with Latin American professionals, education, communication, investment performance measurement (CIPM), regulatory affairs, asset management, and digital assets.
The fundamental goal is to promote excellence among investment professionals in Spain and to advance the financial sector for the benefit of Spanish society as a whole.
Luis Buceta, CFA, President of CFA Society Spain, stated: “I am honored by the opportunity to assume the presidency of CFA Society Spain following the excellent work of my predecessor, José Luis de Mora Gil Gallardo. This is something I could not have imagined when I obtained the CFA accreditation many years ago. It is an exciting and unique challenge, for which I have a magnificent team, all CFA professionals, on the Board of Directors. Together, we will work to continue growing the CFA accreditation as the benchmark for excellence and prestige, and to strengthen CFA Society Spain as the authoritative voice of investment professionals in Spain.”
José Luis de Mora Gil Gallardo, CFA, said: “Under the leadership of Luis Buceta, CFA Society Spain will continue to grow, positioning the CFA accreditation as the gold standard of prestige and excellence among current and future investment professionals in Spain. Luis has demonstrated his capability and leadership at Creand (Crèdit Andorrà Financial Group) and as Vice President of CFA Society Spain. Therefore, the next four years of CFA Society Spain could not be in better hands.”
Alongside Luis Buceta, the new Board of Directors of CFA Society Spain is composed as follows:
– Sila Piñeiro, CFA, Vice President, is Director of Wealth Management PB at Deutsche Bank.
– Gemma Hurtado San Leandro, CFA, Treasurer, is Head of Investments at SGFO Capital.
– Guendalina Bolis, CFA, Board Member, is Director of Investments at Abanca Gestión de Activos.
– José María Martínez-Sanjuán, CFA, Board Member, is Global Director of Fund Selection at Santander Private Banking.
– Constantino Gómez, CFA, Board Member, is Partner at Arcano Partners.
– Jaime Albella, CFA, Board Member, is Director of Sales at AXA Investment Management.
– Pilar Garicano Madrigal, CFA, Board Member, is Executive Director at Morgan Stanley Investment Management.
– Guillermo Barandalla, CFA, Board Member, is Chief Investment and Operating Officer at Injat Family Office.
– Kike Briega Muñoz, CFA, Board Member, is Knowledge Expert in Financial Services at McKinsey & Company.
