Ana Paula TERRAZAS

Ana Paula Terrazas  is an Investment Advisor at BCM Servicios Financieros, our Mexico-based Independent Advisor. Ana Paula has a background in private banking and wealth management in Mexico. Before joining BCM Servicios Financieros, she worked as a private banker at ACTINVER, where she built and managed a portfolio of high-net-worth clients. While at ACTINVER, she designed and implemented domestic and international investment strategies based on in-depth financial diagnostics and risk profiling for various assets classes including equities, fixed income, structured products, and funds.  Additionally, Ana Paula was responsible for monitoring and rebalancing client portfolios on a quarterly basis and delivering performance reports to ensure alignment with clients’ evolving financial goals and risk adjusted targets. Prior to that, Ana Paula worked at KPMG where she was responsible for conducting market and treasury risk analyses for large companies to assess the quality of their financial instruments’ portfolios as well as designed hedging strategies to mitigate interest rate risk through swaps and futures.

Ana Paula holds a bachelor’s degree in Finance from Instituto Tecnologico de Monterrey and has the AMIB Figura III certification