Jordi Martínez Llorente

Jordi Martínez Llorente has worked in the financial sector since 1996. Jordi began their career at Caixa Catalunya, where they held roles such as Project Manager: segment coordinator, Team Lead Manager, Deputy Director of Branch, Comercial, and Business Model Implanter. In 2010, they moved to Catalunya Caixa, where they held positions such as Director of Business Planning (in Barcelona and Girona), Director Of Business Development and Projects, and Project Manager Team Lead. In 2014, they joined IEF - Institut d'Estudis Financers as the Director of Financial Literacy, leading the financial literacy team and managing volunteers to give financial literacy workshops in public and private educational institutions. In 2015, they founded inbestMe, a personalized automated manager in Spain offering portfolios with Index Investment Funds, ETFs and Pension Plans.

Jordi Martínez Llorente obtained a Diploma from Institut d’Estudis Financers (IEF) in 2008 after completing a Programa Superior de Gestión Patrimonial. In 2007, they also completed a Curso en Análisis de riesgo y rentabilidad de las operaciones financieras at UPF Barcelona School of Management. In 2008, they obtained the European Financial Advisor (EFA) certification from EFPA Spain. In 2022, they are set to obtain the EFPA ESG Financial Advisor certification from EFPA España.