M&A advisers

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Focus on mid-market and large-cap advisory firms for PE clients

Julio Zamora

Managing Director
Castle Placement
United States
LinkedIn profile link

Bio

Julio Zamora is the Managing Director at Castle Placement, a position he has held since April 2024. Based in the United States, Julio brings extensive experience in financial management and strategic investment. Prior to joining Castle Placement, he served as the Chief Financial Officer at the North American Development Bank from January 2020 to April 2024. Julio's career also includes significant roles at Citi, where he was the Managing Director of LatAm Equity Strategy and Director of Mexico Research, and at BTG Pactual in Equity Research. His earlier experience includes positions at Torrey Associates/Cadogan Management, Morgan Stanley/Graystone Research, Bassini Playfair Wright, UBS, and Booz Allen Hamilton. Julio holds a robust track record in portfolio management and financial strategy, making him a valuable asset to Castle Placement.

Tags

Financial Services
Investment Management
Banking
Equity Research
Strategic Consulting

Experience

Castle Placement
Managing Director
2024-04-01
North American Development Bank
Chief Financial Officer
2020-01-01
2024-04-01

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