Finance professional with solid experience in investment management, corporate finance, and audit.

Worked at Pacific Capital Partners, an American family office, managing multi-asset portfolios and supporting subsidiaries with financial strategy, funding, and KPIs — overseeing more than $300M AUM. Involved across the full investment cycle, from financial modeling and due diligence to negotiations and execution.

Strong financial analysis and portfolio reporting background, with advanced proficiency in Addepar. Previous experience includes PwC Portugal, leading audit engagements in the energy (EDP), retail, and construction sectors, and working with IMGA – CIMD Group in investment funds.

Holds a Master’s in Finance from EADA Business School (Barcelona) and a Bachelor’s in Economics from ISEG Lisbon.

This blend of buy-side, advisory, and family office experience provides a 360º perspective on how capital should be managed — not only for returns, but also for governance, legacy, and sustainable growth. From this vision came Valmore: created to help families and investors professionalise their financial structures and access truly personalised advisory.

Valmore stands for Value + More — more clarity, structure, and long-term value for every client, built on trust, transparency, and strategy.