Juan Doria

Juan Doria is Executive Vice President, Investments at Boreal Capital Management in Miami, FL, where he oversees the firm's investment strategy, client portfolio management, and development of bespoke investment solutions for high-net-worth individuals and institutional clients. Drawing on more than two decades of capital markets experience, he plays a pivotal role in shaping the firm's approach across multiple asset classes, including global equities, fixed income, alternative investments, and private markets.

Prior to joining Boreal Capital Management in 2018, Juan was Director of Trading at Union Capital Group (USA), where he focused on portfolio execution and risk management. He previously served for nearly two decades as Vice President, Private Wealth Relationship Manager at Merrill Lynch, developing tailored investment strategies and advising ultra-high-net-worth clients on asset allocation and wealth preservation.

Juan holds a Bachelor of Science in Economics with a dual concentration in Finance and Entrepreneurial Management from the University of Pennsylvania's Wharton School. He is recognized for his expertise in multi-asset portfolio construction and his deep knowledge of both traditional and alternative investments, and has contributed to enhancing wealth management solutions at leading international financial institutions.