
Marcos Gomez
Senior Wealth Manager Australia
- Group:Executive Advisor Team
- Location:Australia
Marcos Gomez
Senior Wealth Manager Australia
Marcos Gomez is an accomplished Investment Advisor and Portfolio Manager with extensive experience in financial services, investment management, and technology-driven business operations. With a strong background in portfolio optimization, risk assessment, and financial analysis, he has successfully led cross-functional teams, implemented data-driven investment strategies, and enhanced operational efficiencies.
As Chief Financial Officer & Co-Founder of TenX Capital, Marcos has been instrumental in financial planning, regulatory compliance, and operational automation, ensuring sustainable growth and profitability. Previously, as a Portfolio Manager at Aegis Lane Securities, he improved investment decision accuracy through quantitative modeling and strategic asset allocation. His expertise in business process optimization was evident at BT Financial Group, where he streamlined reporting mechanisms, reducing reconciliation errors.
At the Australian Securities Exchange (ASX), he played a pivotal role in major technology and infrastructure initiatives, including leading project teams on the ASX Trade Upgrade Project, where he received an official commendation from the CEO.
Marcos holds a Bachelor of Applied Finance & Economics from Macquarie University and certifications in Agile methodologies and financial markets. His proficiency in Python, SQL, R, and advanced investment analytics enables him to drive strategic investment initiatives. He will collaborate with Balfour Capital Group to enhance portfolio management strategies, optimize risk-adjusted returns, and integrate technology-driven investment solutions.