Carles Morera joined WE Family Offices in 2022, where he works as an Associate Advisor. He provides bespoke advisory services to ultra-high net worth individuals and families, both domestic and international, helping them achieve their financial goals. Prior to joining WE, Carles worked for three years at MdF Family Partners, a prestigious family office based in Spain, where he worked closely with international clients.
Carles holds a double degree in Business Administration and Economics from Abat Oliba CEU University in Barcelona. He is a licensed Registered Investment Advisor (Series 65) and holds the Performance Attribution certification from the CFA Institute.