Our experience, an opportunity for each client.
A history of growth
With over 20 years of experience in the market, we have evolved to become one of the leading financial investment companies.
The professionalism and experience of our team, a complete product offer and state-of-the-art technology are the pillars we are based on to offer a tailor-made service to each client.
These essential pillars, together with a deep level of analysis, allow us to anticipate different scenarios, detect the best opportunities and build long-term relationships.
We work close to each client to develop their financial strategy so that they can enhance their opportunities and carry out their projects.
We challenge our limits by creating growth and development opportunities.
We respect and value one another, and work together to reach further.
We feel pride and passion for what we do and how we do it.
We fulfill our promises, build trust and long-term relationships.
We seek excellence in every step we make by outdoing ourselves day after day.
We are leaders in the main market rankings
An experienced and committed team.
Our team is made up of professionals recognized in the market for their experience, potential and integrity.
She has a Degree in Economics (UCA). She started her career as an analyst in CIBSA over 25 years ago, and became the C.E.O of Portfolio Personal in 2009. She became a partner and the C.E.O. of “Grupo PP Inversiones” (PP Investment Group) in 2017.Linkedin
With over 30 years’ experience in the market, he set up Gainvest SA and CIBSA, and was a Director in INTL FCStone. He has been the Vice President and a partner in PP Inversiones since 2017; and the President of Novus AM, the Managing Company of the Group since 2021.Linkedin
He has a Degree in Administration (U.B.A.); a Postgraduate Degree in Finance (University of San Andrés), and an MBA (IAE). With over 30 years of experience in banks and financial brokers of the local market within the commercial sector, he has focused on services to enterprises in the last few years.Linkedin
He has a Degree in Economics (U.B.A), and MBA (IAE). He worked in different companies in the financial industry such as CIBSA, HSBC and Puente. He has been in charge of the Trading Desk of PP Inversiones for several years.Linkedin
He is an Informatics Engineer (U.B.A.), and has a Postgraduate degree in Capital Markets in El Salvador. He worked in the IT department of several companies, and then specialized in services for the financial industry. He has been the IT Department Director in PPI for several years.Linkedin
New Businesses Director
She has a Degree in Economics (U.B.A.). She worked for different companies of the financial industry, and has been part of the Group for over 15 years. She was the Head of Research and Contents, and today she is the New Businesses, Marketing & Communication, and Legal Director.Linkedin
She is a Certified Public Accountant (Salvador University). She worked in different positions for EY, INTL CIBSA, and López León Group, among other companies. She has been the CFO of PP Inversiones for several years.Linkedin
Director of Private Wealth Management
He holds a Master in Finance (Università della Svizzera italiana), and an MBA (IAE). He was the Director of Julius Baer from 2007 to 2015, and has been the Director of Private Wealth Management in PPI since 2015.Linkedin
Pedro Siaba Serrate
Research & Strategy Manager
He has a Degree in Economics (CEMA). He started as a research analyst in PPI in 2016 and became the Strategy Team Leader of the Group. He has been the Research and Strategy Manager of the Company since 2022.Linkedin
She is a Certified Public Accountant Postgraduate, has a degree in Global AML /CFT (U.B.A.) and an International Certification in Compliance. She worked in Transcambio Group for 10 years, and has been in charge of the Compliance Department in PPI Group since 2017.Linkedin
Back Office and Middle Office Manager
He is a Certified Public Accountant and has a Degree in Administration (U.B.A.). He was part of INTL FCStone and Cohen Financial Group. He joined PPI as the Back Office Supervisor in 2017. Today, he is the Manager of the Department and of the Middle Office of the company.Linkedin
With over 30 years of experience in the financial industry, he became the Treasurer in CIBSA and then in INTL FCStone. He has been the Treasurer of PP Inversiones since 2017.Linkedin
Inés Mendez Trongé
She has a Degree in Labor Relations (U.B.A.), and took part in the PPD (Management Development Program) in IAE. She worked as a Consulting Manager for Mercer, and as an Organizational Development Manager for Peñaflor. She has been in charge of this department in PP Inversiones since 2021.Linkedin
Institutional Managing Director
He has a Degree in Economics (U.B.A.). He has over 15 years of experience in the financial markets in the Sales & Trading sector of institutional clients, in companies such as INTL CIBSA and Balanz Capital.Linkedin
More than 200 people are part of PPI.
Would you like to be part of our team?Contact us
We are endorsed by over 20 years in the market.
Portfolio Personal was established as a financial news portal.
We added Wealth Management services.
We added the Institutional Department and the Investment Funds Supermarket.
We added the Corporate Clients Department and Capital Market.
We created the EAMs department.