Fernando FERNANDEZ
By Regina Perez
Fernando Fernandez, CAIA is a Financial Advisor at Bulltick. In his role, he is responsible for delivering comprehensive wealth management advice to ultra-high-net-worth Mexican and Latin American families and entrepreneurs, with a focus on asset allocation, alternative investments, and cross-border wealth planning.
Fernando joined Bulltick in 2026 and brings nearly a decade of experience in private banking and wealth management in Mexico.
Before joining Bulltick, he served as Senior Executive at Banco Santander, where he advised ultra-high-net-worth clients across multiple asset classes and led alternative investment strategies for a regional advisory team. Prior to that, he held senior roles at Citibanamex as Investment Consultant and Senior Executive, where he was consistently recognized as a top-ranked banker nationally.
Fernando holds an MBA from the Kellogg School of Management at Northwestern University with a major in Finance, and a bachelor’s degree in Financial Administration from the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM). He is a Chartered Alternative Investment Analyst (CAIA).