Jorge Larios
Expert in capital raising, financial structuring, and wealth management.
Senior financial executive with over 25 years of expertise in wealth management, capital raising, and financial structuring for UHNWI, corporations, pension...
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My Career Journey
1/6
Berkshire Hills Capital
Director, Mexico Office
Oct 2025 - Present | 1y
Querétaro, MX
Lead financial structuring, equity and project finance for corporates, UHNWI, treasuries and pension funds.
PHI – Independent Investment Advisor
Senior Wealth Advisor
May 2025 - Aug 2025 | 3m
Capital raising, private credit and tailored investment solutions.
UNICORN Series XYB
Wealth Advisor – Alternative Funds
Apr 2024 - Dec 2024 | 8m
Real estate, private equity and structured investment strategies.
Greenlight Group LLC
LATAM Representative
Mar 2022 - Dec 2024 | 2y 9m
Renewable energy, structured notes, ESG-focused private funds.
Maine Streets Securities LLC
Senior Director, Wealth Management
Sep 2021 - Sep 2023 | 2y
Global equity markets and securities-backed lending for UHNWI and corporate treasuries.
Monex Casa de Bolsa
Wealth Manager – Private Banking
Jul 2015 - Feb 2016 | 7m
Managed investment portfolios exceeding MXN 700 million.
Leadership
Analytical Thinking
Troubleshooting (Problem Solving)
Knowledge Transfer
Most proud of (3/3)
1st
Helping build opportunities that created real value for clients while opening new paths for growth.
2nd
Building a 25-year career based on trust, relationships, and the ability to adapt through different markets and challenges.
3rd
Turning difficult challenges into new opportunities, staying resilient, and continuing to move forward with a positive mindset.
Career Highlights
1/1
Mexico Representative
Senior Director
Querétaro, MX, 2023
One achievement that stands out is being promoted to Senior Director of Wealth Management after...
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Fun fact about me
I live with three cats, so I’ve learned that I’m not really the one in charge at home.
