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Bio

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José María Díaz is a seasoned investment banking professional with a strong background in financial analysis and portfolio management. He holds a degree in Economics and Finance from ITAM and is a CFA Charterholder. With experience in private equity and investment banking, he has developed expertise in financial modeling, market analysis, and deal execution.

Credentials

  • CFA Charterholder
    CFA Institute
    May, 2019
    - Apr, 2026

Experience

Education

  • Instituto Tecnológico Autónomo de México
    Licenciatura en Dirección Financiera
  • Instituto Tecnológico Autónomo de México / ITAM
    Licenciatura en Economia

Suggested Services

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Industry Focus. “Investment Banking”

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