Sign in
Saul Peña

Saul Peña

Principal at Independent Advisor Alliance

United States

About

Saul Peña is Principal at Independent advisor, where he draws on over two decades of experience in the global banking and investment sector. In his role, he provides strategic investment guidance to clients, leveraging a background that spans international relationship management and director-level leadership at major financial institutions. His current focus includes advising across diversified asset classes with an emphasis on sustainable finance, global markets, and cross-border investments.

Previously, Peña served as Global Relationship Manager at HSBC and Director at ABN AMRO Bank, strengthening his expertise in corporate finance, risk management, and international capital markets. Across these positions, he has developed deep sectoral knowledge of fixed income and sustainable development investment strategies.

He holds a Master in Development Practice in Sustainable Development from Sciences Po, an MBA in Finance from the University of Warwick – Warwick Business School, and a B.Sc. in Industrial Engineering from Universidad Nacional Autónoma de México. Peña is recognized for integrating finance with sustainable investment practices, providing clients tailored solutions in global fixed income and advisory mandates.

Career History

OrganizationRoleDate RangeDetails
Independent advisorPrincipalApr 2007 to Present
Carrying out several assignments on two separate fronts: management and financial consulting and editorial work.
HSBCGlobal Relationship ManagerAug 2006 to Apr 2007
Joined HSBC Corporate and Investment Banking group, having responsibility for Energy and Natural Resources accounts. Originated corporate and investment banking business, plus led the Energy franchise...
ABN AMRO BankDirectorDec 1994 to Nov 2005
Since the establishment of the Mexican office of Dutch banking conglomerate ABN AMRO I undertook client management roles, delivering corporate and investment banking solutions to blue chips, public se...

Education

Sciences Po

Master in Development Practice, Sustainable Development

2013 2014

University of Warwick - Warwick Business School

MBA, Finance

1993 1994

Universidad Nacional Autónoma de México

B.Sc., Industrial Engineering

1986 1992

Others at Independent Advisor Alliance (3)

NameRoleLocation
M
Monte Jahnke
PrincipalHarrisville, MI , United States
C
Carl Venter
PrincipalChicago, IL , United States
Paul Fiddick
Paul Fiddick
PrincipalArlington, VA , United States

Similar Fund Managers

NameRoleFundLocation
A
Alyson Strode
TraderHorizon Investments, LLCCharlotte, NC , United States
Braho Omeragic
Braho Omeragic
Senior AnalystHorizon Investments, LLCNew York, NY , United States
Byron Mims
Byron Mims
Director, Portfolio ManagerSterling Capital Management LLCCharlotte, NC , United States
Colin Ducharme
Colin Ducharme
Executive Director and Portfolio ManagerSterling Capital Management LLCVirginia Beach, VA , United States