When she first arrived in Boston at the age of 28, after working in private banking in Spain for seven years, Cristina Campabadal never imagined that she’d be managing a $500M portfolio in Miami two years later. Now, backed by 17 years of experience, 10 of which are in international finance, with major institutions like Santander Private Banking International, and top American multifamily offices such as WE Family Office in Miami, she’s doing exactly that as the founder and CEO of CCS Finanzas. With an office in Málaga, Spain, and a presence in Miami, Florida, this financial services company provides an array of advisory and management amenities for high-net-worth individuals and multiple family offices throughout the U.S., as well as domestic-based clients in Latin America, and Europe. Cristina serves 110 families with a net worth between $3M and $2B ($12B in total) and manages over $100M in assets. She also helps American multifamily offices to start or grow their businesses in the Latin American market as an external independent consultant. Cristina’s primary goal is to work cooperatively with clients on the development of their family businesses and because she works autonomously, without investors or partners, Cristina has full control to execute the objectives she founded her company on. This dedication has earned Cristina two appearances on Choiseul Institute’s Top 100 Leaders of Spain under 40 list and Thinking Heads, Top 100 Speakers of Spain list. It also led to a nomination as one of the Top 100 Women Leaders of Spain every year since 2017.
The talented team at CCS Finanzas has over 50 combined years of international finance experience with a focus on Spain and Latin America. Led by Cristina, they present clients with sound investment opportunities that align with desired outcomes. The CCS Finanzas suite of services include portfolio analysis and advisory, investment monitoring, network and service provider management, executive summaries and reviews, external fee negotiation, family governance, and art advisory. “We maintain in constant contact with our clients, as well as their various providers, and we study global assets in detail to ensure proper follow-up and management,” Cristina says. “Our goal is to preserve our reputation as an ethical and reliable firm with enduring relationships. I care deeply for the families and I know they recognize and appreciate my commitment. It’s not about the money, it’s about their happiness and how I can contribute to that.”
Cristina’s uniquely personal approach inspires confidence and thereby, fosters trust. This enables clients to be wholly earnest about their financial aspirations and in turn, helps Cristina to formulate the best strategy for their specific needs. “I want to know the ‘why’ behind their goals, what money means to them, and what they’d like their money to do for them,” she explains. “It’s incredibly important, as financial advisors, to be sensitive in our work because if you don’t know everything about your clients, you cannot offer sound advice.” Cristina has even traversed the globe to meet prospective clients in person, further confirming her pledge to personalize every aspect of the client experience.
When she’s not helping families make the most of their wealth, Cristina is a columnist for Yahoo Finance U.S., Latin America, and Spain, and serves as an ambassador and senior advisor for nonprofits Vicente Ferrer Foundation, which provides aid in rural India, and the National Foundation for Cancer Research, U.S. She studied economic sciences at Barcelona University and completed an intensive executive business program at ELC Boston, a SMART program for finance and financial management at the University of Miami, and an entrepreneurship in emerging economics at Harvard Business School.
Founder & CEO — CCS Finanzas, LLC