Federico Lleonart

Founder, Head of Treasury Advisory at FIRMA Advisory

Federico Lleonart is the founder of FIRMA Advisory and its Head of Treasury Advisory. He advises CFOs, private equity firms and their portfolio companies on treasury, banking, liquidity, FX and cross-border structure. His clients have USD 50M to 2B in revenue across the United States, Europe and Latin America. He previously worked in cash management at J.P. Morgan and Barclays.

Career

Cash management and transaction banking

A banking career at J.P. Morgan and Barclays, from 2018 to 2026.

J.P. Morgan · Brussels and Amsterdam

Analyst to Vice President, Cash Management and Treasury Services

Client segment: subsidiaries of multinational groups with cross-border banking needs.

Products: cash management, liquidity, FX, credit and cross-border transaction banking.
Barclays · Amsterdam

Vice President, Cash Management Sales

Client segment: subsidiaries of multinational groups with cross-border banking needs.

Products: cash management, liquidity, FX, credit and cross-border transaction banking.
FIRMA Advisory · Orlando, Florida

Founder, Head of Treasury Advisory

Independent treasury and banking consulting for CFOs, private equity firms and their portfolio companies.

No bank affiliation, no products to sell and no client funds held.

Areas of practice

Languages

English, Spanish, Portuguese, Italian and French.

Regions

United States, Europe and Latin America, for companies with USD 50M to 2B in revenue.

Independence

Why an independent former banker

Inside a bank, cash management is priced relationship by relationship. Transaction fees, balance terms, FX margins and credit are priced together, and the client rarely sees the full picture.

Federico sat on that side of the table at J.P. Morgan and Barclays. He knows how a bank builds a proposal and which requests a relationship team can take back for approval.

FIRMA Advisory is not a bank, broker, asset manager or investment adviser, and it never holds client funds. Federico has no product to sell. He now sits on the client’s side of the table.