Rafael Iribarren, CFA

Rafael Iribarren

Founding Partner | Investment Advisor Representative

Our goal is to create the best wealth advisory boutique based on two fundamental pillars: 100% independence and fully customized service

Mr. Iribarren has been involved with global financial markets for more than fifteen years and has a strong research and investment products background, receiving the Chartered Financial Analyst (CFA) designation in 2004.

Before founding BigSur Partners in 2007, Mr. Iribarren was a Director at Deutsche Bank Private Wealth Management in New York. During his last four years at the bank, Mr. Iribarren was a Relationship Manager covering ultra-high net worth families in Latin America.

From 2000 to 2003, Mr. Iribarren was heavily involved in the PWM technical sales team of the private banks of JP Morgan and Deutsche Bank. From 1997 to 1999, Mr. Iribarren was a member of the global economic research team of JP Morgan.

Mr. Iribarren received an Economics degree from the Universidad Catolica Argentina (1996) and actively participates in seminars for the New York Society of Security Analysts on financial markets and wealth management trends.

Employee(s) and/or advisor(s) mentioned above may be employed by or associated with BigSur Partners, LLC or BigSur Wealth Management, LLC, a 100%-owned subsidiary of BigSur Partners, LLC. For further information, please contact us at 305-740-6777 or at info@bigsurpartners.com