Daniel Martinez — Founder & CEO, Serra Wealth
Daniel Martinez is the founder and CEO of Serra Wealth, the independent, non-discretionary consulting firm he started in 2025 for UHNW families and principals. Serra prepares the strategy, the portfolio architecture and the decision frameworks; it holds no custody, sells no funds, and leaves every decision with the client, coinvesting alongside to align. Daniel has picked stocks on fundamental and technical analysis since 2014, managed his own crypto and public-equity portfolios since 2016, and worked in finance professionally since 2021. He holds a BBA from Esade and a Professional Investment and Risk Management certification. He is a professor at The American College of the Mediterranean (ACM/IAU), a recurring guest professor at UPF Barcelona School of Management, and a guest lecturer at Esade, and was previously a professor at the Instituto de Inversiones Bursátiles y Trading (IBT), where he earned his Investment and Risk Management certification. He speaks regularly at industry conferences and coordinated the Hult Prize at Tecnológico de Monterrey (2019). A founder-operator specialised in community ventures, he also runs Serra's Investor Club. He works from Barcelona.