{"id":294771,"date":"2026-02-12T10:39:11","date_gmt":"2026-02-12T09:39:11","guid":{"rendered":"https:\/\/www.fundssociety.com\/?post_type=profile&#038;p=294771"},"modified":"2026-02-12T10:56:36","modified_gmt":"2026-02-12T09:56:36","slug":"juan-carlos-guerra","status":"publish","type":"profile","link":"https:\/\/www.fundssociety.com\/es\/profile\/juan-carlos-guerra\/","title":{"rendered":"Juan Carlos Guerra"},"content":{"rendered":"\n<p>Como <strong>Senior Investment Advisor<\/strong>, Juan Carlos forma parte de un equipo de tres personas responsable de asesorar a los <strong>FAs (Financial Advisors)<\/strong> de la oficina en todas las cuestiones relacionadas con inversiones.<\/p>\n\n\n\n<p>Entre sus responsabilidades se incluyen el desarrollo e implementaci\u00f3n de estrategias de inversi\u00f3n personalizadas para clientes de mandatos <strong>discretionary<\/strong>, <strong>advisory<\/strong> y <strong>brokerage<\/strong>, la supervisi\u00f3n de la plataforma de <strong>structured products<\/strong> de la oficina \u2014desde la generaci\u00f3n de ideas y la estructuraci\u00f3n hasta la ejecuci\u00f3n y la gesti\u00f3n durante todo el ciclo de vida del producto\u2014, as\u00ed como la gesti\u00f3n proactiva del riesgo de las carteras mediante un proceso disciplinado de <strong>rebalancing<\/strong>.<\/p>\n\n\n\n<p>Adicionalmente, Juan Carlos es miembro de los comit\u00e9s de <strong>Investment Policy<\/strong> y <strong>Product Approval<\/strong> de la firma, y co-lidera dos <strong>actively managed certificates<\/strong>.<\/p>\n\n\n\n<p>Juan Carlos es graduado en <strong>Business Analytics<\/strong> por la University of Notre Dame, donde obtuvo un <strong>Bachelor of Business Administration<\/strong>, y es titular de las certificaciones <strong>CFA\u00ae<\/strong> y <strong>CAIA<\/strong>.<\/p>\n","protected":false},"author":66,"featured_media":294780,"template":"","meta":{"content-type":"","inline_featured_image":false},"empresas":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Juan Carlos Guerra - Funds Society<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Juan Carlos Guerra - Funds Society\" \/>\n<meta property=\"og:description\" content=\"Como Senior Investment Advisor, Juan Carlos forma parte de un equipo de tres personas responsable de asesorar a los FAs (Financial Advisors) de la oficina en todas las cuestiones relacionadas con inversiones. 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