Boreal Capital Management
Juan Doria has over 25 years of experience in the financial industry. Juan recently served as the Executive Vice President of Investments at Boreal Capital Management since May 2018. Prior to that, they were the Director of Trading at Union Capital Group (USA) from March 2017 to May 2018. Juan has also held prominent positions at Merrill Lynch and J.P. Morgan, where they worked as the Vice President Private Wealth Relationship Manager and Financial Analyst respectively. Juan began their career as a Summer Analyst at Goldman Sachs in 1995.
Juan Doria earned a Bachelor of Science (BS) degree in Economics with a Dual Concentration in Finance and Entrepreneurial Management from The Wharton School. Juan completed their education at this institution from 1992 to 1996.
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Boreal Capital Management
We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions. We have a global presence with branches located in Switzerland and the US. Privately owned, Boreal Capital Management forms part of the banking group, Mora Banc Group SA. Founded in 1952 and wholly owned by the Mora family, allowing us to take the long-term view, free from the market pressures of quarterly results, while keeping our interests firmly aligned with yours.