We are pleased to share that our colleague Gemma Valero, CFA, Managing Director and Head of the Portfolio Management team, has been appointed Chair of the new Philanthropy Committee at CFA Society Spain.

This Committee has been created with the purpose of promoting positive social impact within the CFA community through initiatives that combine ethics, financial expertise, and service to society.

Under Gemma’s leadership, the Committee’s main objectives are:

🔹 Foster financial education initiatives and social action projects.
🔹 Promote collaboration with non-profit organizations.
🔹 Encourage volunteerism among members of CFA Society Spain.

The establishment of this Committee further reinforces the Society’s commitment to social responsibility and to developing initiatives that create value for both the community and the financial sector.

Members of the Philanthropy Committee:

• Gemma Valero, CFA, CAd (Chair)
• Carlos Mendoza, CFA, CAd, PhD
• Raúl Bastos Carrillo, candidato Nivel 3
• Fernando Orrillo Ibiricu, CFA
• Fátima Meneses, poseedora del Certificado CFA Institute Sustainable Investing Certificate
• Miguel Ignat Cuenca, CFA
• Atanás Angelov, CFA, MFIA
• Jorge Zavaleta, candidato Nivel 3
• Guendalina Bolis, CFA
• Pedro Santuy Bardón, poseedor del Certificado CFA Institute Sustainable Investing Certificate
• María Cristina Ruiz, CFA

With the creation of this Committee, CFA Society Spain aims to channel the energy and talent of its members toward initiatives that generate a tangible impact on society, while further strengthening a culture of ethics and professional excellence.

We are confident that her commitment and experience will be key to the successful development of this initiative.

Congratulations, Gemma, and best of luck in this new challenge!

To read about the event on CFA Society Spain (Linkedin)