lthough learning every day, our team has decades of expertise in the wealth management space and has a track record of successful M&A and growth in the past.
Diego Galan is the Chief Financial Officer of Arax Investment Partners.
At Arax, Diego is responsible for all financial-related activities, operations, and the company’s medium-to-long term strategy. Prior to joining Arax, Diego was the co-founder and COO of Bento Engine, a FinTech that combines a powerful advice engine, a proprietary content library and timing expertise to make Financial Advisors more impactful and efficient.
Between 2016 and 2021, Diego was the CFO and Head of Strategy of Alex. Brown and Raymond James Global Wealth Solutions, which provides the investment solutions platform for the Private Client Group’s 7,400 financial advisors. Diego was responsible for financial operations, strategy and broad change initiatives, including product strategy and roadmap, technology, acquisitions, and joint ventures.
Prior to Raymond James, Diego was the Head of Strategy and Corporate Development for the Deutsche Bank Wealth Management business in the Americas, leading a team responsible for strategy and business development for Deutsche Bank’s Private Bank and Brokerage businesses in the US and Latin America. Before joining Deutsche Bank, Diego was a Project Leader with The Boston Consulting Group, where he managed BCG and client teams on large-scale strategy and process improvement projects in the US, Europe and Latin America.
Diego holds a B.S. in Business Administration and Accounting from the Universidad Catolica Argentina, a Masters in Finance from the Universidad Torcuato Di Tella, and an MBA from Harvard Business School.