Alberto Leon
Senior Wealth Advisor at Scotia Wealth Management @Scotiabank
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WORK HISTORY
Senior Wealth Advisor at Scotia Wealth Management @Scotiabank
CA
Alberto brings over 35 years of world-class capital markets and banking/lending experience to his role managing wealth for affluent families. Alberto and his team of professionals provide sophisticated, personalized investment advice to a small group of clients. This includes the creation of equity and fixed income portfolios, access to lending structures and hedge fund investments, estate and insurance planning via our team of experts, and the sale of family business interests. The results are a comprehensive risk management approach for his clients.
EDUCATION
Saïd Business School, University of Oxford
Diploma, Business
Universidad Anáhuac
B.A. Degree, Business Administration
Harvard Business School
Diploma, Corporate Restructuring, Mergers and Acquisitions
Universidad Anáhuac
Master, MBA
MIT Professional Education
Diploma of Education, Computer and Information Sciences and Support Services
ABOUT ALBERTO LEON
Alberto brings over 30 years of world-class capital markets and banking/lending experiencePrior to joining Scotiabank, held successful roles in Citibank, BBVA, GBM Grupo Bursatil Mexicano (Brokerage), American Express and Bank of America Diplomas from MIT, Harvard Business School and Oxford. Earned the MBA from Universidad Anahuac del Sur, Mexico City. Certifications CSC, CPH, WME, AMIB, Mexder
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