José María López de Letona
With over 30 years of experience in Private Equity, Mr. López de Letona founded Excel Partners (1991) together with NM Rothschild, launching several funds that invested in different industries in Spain, Germany, the United States… Since 2006, he has been also dedicated to Wealth Management activities. He has been a member and/or advisor to more than 30 Board of Directors (e.g. Teka Industrial, Agbar, Puerto Portals, recently) and has been a member of the Board of Directors of Private Equity industry associations in Europe and Spain (EVCA and ASCRI). He is Vice-President and member of the Executive Committee of the “Círculo de Empresarios” in Spain.
Gonzalo López de Letona
Since 2006, he has specialized in Equity Investments, Wealth Management, and Private Equity. He worked with Three Cities Research, Inc. (2006-2008), a Private Equity management company based in New York with operations in the United States and Canada. He has served on several Board of Directors (i.e. Finlovest SICAV, Movilnorte and Excel Corporación). He holds a B.A. degree in Business Administration (CUNEF, Universidad Complutense de Madrid).
Since 2007, he has specialized in Equity Investments and Wealth Management. He worked in Bestinver’s sales team (2007-2009). He coordinated the Anatha charity project in Cambodia (2009). He joined Excel Corporación as Markets Analyst (2009) and Invexcel Patrimonio EAFI (2010). He holds a Degree in Law (Universidad Complutense de Madrid) and a Master’s Degree in Stocks and Financial Markets (Instituto de Estudios Bursátiles).
Alirio Sendrea, CFA
Since 2004, he has specialized in Financial Analysis, Valuation, and Financial Consulting. Counts with a broad experience working in industry leading global companies (e.g. Barclays, KPMG, Procter & Gamble, Deloitte) working in key roles (Treasury, Restructuring, Investment and Divestiture projects, Risk & Control, External Auditing). He joined Invexcel Patrimonio as Research Director (2016). He is a CFA Charterholder a holds a Degree in Accounting (Universidad Central de Venezuela).
Since 1996, he has held roles in Back/Middle-Office, Treasury and Finance at American Express (1996-1998), Barclays (2006-2015) and Banco Popular (2015-2018), developing an extensive experience in Market Risk, Liquidity Risk, Regulatory Reporting, Accounting and Financial Control, leading process automation projects. He joined Invexcel Patrimonio EAF in 2018 as Head of Operations. He is a graduate in Mathematics and European Studies (1996) with a DPhil in Mathematics (2001), both from the University of Sussex (United Kingdom).
Head of Administration and Finance
With over 25 years of experience in comprehensive consultancy to companies’ financial, accounting, tax and planning departments, he has participated in the formation, management, reorganisation, restructuring and dissolution of multiple business projects. He joined the team in 2019 as Head of Administration and Finance. He holds a Bachelor’s Degree in Economic and Business Sciences from the University of Valladolid.