Chief Investment Officer, Family Office

Juan Ortega

With 20 years of experience in healthcare operations and finance, Juan is deeply committed to ensuring that vulnerable populations, particularly children, have access to world-class care. A first-gen Mexican American and California native, Juan has personally experienced the importance of accessible healthcare for underserved communities. Analytical, visionary and adaptable executive with a distinguished track record of accelerating business success and fostering impactful connections within the Healthcare and Financial Services sectors. Renowned for cultivating high-performance teams and fostering positive company culture while breaking down organizational silos to solve complex organizational roadblocks and drive efficiency. A former Investment Banker and Healthcare Executive, Juan has deep expertise in change management, financial planning & analysis and implementing transformative initiatives. Juan received his B.A. from Stanford University and M.B.A. from UC Irvine.