A highly qualified team.
Each person’s talent, extensive experience and deep technical knowledge allow us to help you minimise your mistakes and maximise your long-term successes. However, it is the ethics and collaboration model that we have created together, which leads us to offer an investment experience of which we are proud.
Carlos Farrás
Independent advice
Carlos founded DPM Finance in 2013, with the vision of creating the place where investors want to be advised and advisors want to exercise their vocation for service.
Previously, he worked for 9 years at Barclays Bank, as Director of Investments and Deposits for Spain, Head of Insurance and Investment Products and Head of the Private Banking Team in Madrid (Wealth Segment).
Previously, he worked in private banking at Bankinter and investment banking at HSBC Investment Bank.
Alfonso Valdivielso
Partner – Commercial Director and DN
Alfonso joined DPM Finanzas in 2025.
With more than 25 years of experience in the financial sector, his primary focus has been advising high-net-worth investors, offering comprehensive and global solutions through relationships built on trust.
He worked at Barclays Bank, where he led the Wealth Management and Premier Banking teams for strategic private banking clients in Spain and Portugal.
Previously, he worked in private banking at Lloyds Bank.
José Antonio Amado
Asesor Patrimonial / Wealth Advisor
José Antonio joined DPM Finance in 2013.
José Antonio has spent most of his professional career in the Private Banking area of Banco Sabadell, holding various positions of responsibility within the high net worth division.
José Antonio has a degree in Business Administration and Management from ICADE. He has a Master’s Degree in Portfolio Management from the IEB (No 1 of the promotion) and a Master’s Degree in Real Estate Management and Urban Planning from ICADE.
Additionally, he holds several accreditations and specialized courses, including the EFPA European Financial Planner certification.
Veronica Oliver
Asesor Patrimonial / Wealth Advisor
She has a solid background in portfolio management and ESG financial advisory, having first worked as a portfolio management and advisory support specialist at Indosuez Wealth Management, and later as a Portfolio Manager & ESG Financial Consultant and Data & Analytics specialist, as well as a member of the Investment Committee at Insignium Wealth Management AG (Switzerland) and Insignium Iberia EAF (Spain).
She holds a dual degree in Business Administration & Management and Advertising from Rey Juan Carlos University and a Master’s in Financial Institutions and Markets from CUNEF.
She is certified as a European Financial Advisor (CEFA) and a Certified Environmental, Social and Governance Analyst (CESGA).
Conrado la Roche
Head of analysis and funds selector
Conrado joined DPM Finance in 2022.
Conrado was already part of the DPM Finance team for 3 years as an independent financial advisor, later he developed his professional career as a wealth manager at Dux Inversiones and to date as a private banker at Singular Bank.
Conrado holds a degree in Law from the Complutense University of Madrid and a Master’s Degree in Stock Exchange and Financial Markets from I.E.B. Additionally, he has a master’s degree from ISBIF Finance School in Corporate Finance, Private Equity and Value Investing.
Beatriz López
Director of Operations and Compliance
Beatriz joined DPM Finance in 2021.
Beatriz has more than 20 years of professional experience in financial institutions as team manager and Director of different branches of Barclays in premier locations in Madrid. She has a degree in Business Administration from the European University of Madrid and a Master’s degree in Banking and Finance from the IEB.
Maksym Shpin
Head of Technology and Transformation
Maksym joined DPM Finance in 2023.
Maksym Shpin has been providing operational support and process optimization services, showing high capabilities in automation and digitalization of processes. So in 2024 he has been appointed Head of Technology and Transformation.
Maksym Shpin Demchuk has a degree in Business Administration and Management from the University of Murcia. He complements his training with a Master’s degree in Finance from the AFI school and a Master’s degree in Financial Markets and Asset Management from the European Business School of Barcelona. In addition, he has the accreditation of European Financial Advisor (EFA) and certification in Financial Advice from the Polytechnic University of Valencia.
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We shorten the distance between advisor and investor.
