The trust you can build on

Advisory for institutions and individuals who build for generations.

About Us

Our vision

Patrimonia+ is a trusted advisory partner for families, founders, and boards navigating complexity with clarity.
We specialize in governance, fiduciary strategy, wealth structuring, and leadership mentoring — all designed to support long-term vision and ethical decision-making.
Our experts bring decades of experience across finance, entrepreneurship, and institutional advisory. We help you build the right structure, manage transitions smoothly, and cultivate the next generation of leaders, so that your values endure alongside your success.
At Patrimonia+, we don’t just advise organizations — we empower the people behind them.

The Patrimonia+ Braintrust

Definition:

A braintrust is a group of trusted experts who collaborate to provide high-level guidance and challenge one another to raise the standard of thinking.

The Patrimonia+ Braintrust is our circle of senior advisors — seasoned professionals with cross-industry expertise who bring clarity to complexity and structure to ambition.
We believe that leadership thrives in dialogue. That’s why we surround our clients with experienced minds who ask the right questions, challenge assumptions, and provide strategic insight when it matters most.

Patrimonia+ Braintrust

Meet our experts

Our Expertise

Who We Serve

We work with those who hold influence and responsibility:

Contact

Let’s Build Enduring Legacy Together

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Reach out to explore how we can help you lead with clarity and structure.

Gabriel Radu

Associate Professor, Dr.

Gabriel Radu is an Associate Professor (PhD) at the Bucharest University of Economic Studies (ASE) and a respected authority in the fields of audit and accounting in Romania. With over 25 years of professional experience and more than two decades in higher education, he has played a key role in shaping new generations of financial professionals. He has held leadership positions in major institutions such as BRD Life Insurance, CN ROMARM, PIROCHIM, and IOR SA, and served as President of the Chamber of Financial Auditors of Romania. As the founder of DA.AI Audit & Accounting and an active contributor to international regulatory bodies, Gabriel brings together academic rigor and practical expertise to uphold excellence and integrity in Patrimonia+’s advisory services.

Alexandru Rusu

Governance, Finance & Capital Structuring, Organizational Transformation

Alexandru Rusu is an experienced executive and strategic advisor with over 25 years of leadership in finance and organizational development, across sectors such as real estate, agriculture, telecom, retail, and digital platforms. He has served as CEO and Board Member, leading complex processes of growth, transformation, and restructuring.

Within Patrimonia+, he provides expertise in governance, finance and capital structuring, performance management, and business transformation, supporting entrepreneurs, family offices, and organizations in transition to make responsible, long-term decisions.

Throughout his career, Alexandru has coordinated multi-jurisdictional investment projects, M&A transactions, financing and refinancing structures, complex insurance programs, and group reorganizations, developing integrated mechanisms that connect strategy, capital, and governance. He has worked with banks, investment funds, and institutional partners to design tailored financial solutions that foster long-term value creation and organizational resilience.

His approach is asymmetric and entrepreneurial, grounded in “what if” thinking and the ability to link diverse perspectives into pragmatic and innovative solutions. Alexandru promotes clarity, alignment, and strategic accountability, cultivating a culture of collaboration and trust where performance is built on meaning, coherence, and long-term integrity.

As a coach, he brings a human and reflective dimension to his leadership practice, helping leaders and organizations strengthen their discernment, resilience, and alignment between values, purpose, and action. His vision combines executive experience with a genuine commitment to balance, evolution, and the building of sustainable, trust-based organizations.

Cătălin Ștefănescu

Financial Economist | Academic Leader | Strategic Advisor

Cătălin Ștefănescu is a financial economist, academic leader, and strategic advisor with over 20 years of experience across finance, real estate, and emerging technologies. He currently serves as Academic Director and Clinical Professor at NYU’s Schack Institute of Real Estate, where he oversees curriculum design, faculty development, and program innovation, while actively fostering industry partnerships and alumni engagement.

His career bridges academia and industry, with leadership roles in graduate finance and real estate education, financial consulting, blockchain strategy, and fintech entrepreneurship. As co-founder and CFO of Bleexy LLC, a blockchain-based venture, he has led product development and secured NSF grant funding for research and innovation.

Cătălin’s areas of expertise include corporate finance, sovereign debt restructuring, financial literacy, and decentralized finance (DeFi). He has taught at leading U.S. universities, including NYU, University of Tennessee, UNC, Indiana University, University of Maryland, and American University. With a collaborative and forward-thinking approach, he builds bridges between research and practice, helping shape future-ready professionals and solutions to complex global challenges.

Dragoș Popa

Experienced Banker | Independent Non-Executive Director | Senior Coach

Dragos Popa is a seasoned banker and corporate leader with over 27 years of executive experience across multinational corporations, public sector entities, state-owned enterprises, and large local corporates. He currently serves as an Independent Non-Executive Director on the Board of Exim Banca Romaneasca and is the Managing Partner at QFin Advisory, specializing in business development, corporate finance, and executive coaching.

Dragos has a proven track record in building high-performing teams, driving strategic growth, and closing landmark deals, including Romania’s largest private corporate bond issuance and major power sector M&A transactions. His international experience includes senior roles at Citibank France and Romania, where he managed global client relationships and coordinated banking operations across 56 countries.

Certified as a Senior Practitioner and holding an Individual Team Coaching Accreditation from EMCC Global, Dragos is recognized for his strong communication skills, ethical leadership, and commitment to sustainable business practices. He is fluent in English, French, and Romanian, and brings a people-centric approach to governance, mentoring, and team development.

Cornel Oprișan

Senior Advisor – Retail Strategy & Customer Experience

Cornel Oprișan is a senior retail strategist and transformation advisor with over 30 years of experience across emerging and developed markets. With a strong background in customer experience, commercial growth, and organizational development, Cornel has led pioneering initiatives in retail market penetration, multichannel expansion, and cultural alignment.

He played a pivotal role in launching and scaling IKEA operations in Romania and Southeast Europe, including store openings in Zagreb and Belgrade, developing IKEA’s e-commerce presence, and overseeing global commercial audits across Europe, the U.S., and China. As General Manager of IKEA Romania, he managed a business of €100 million and 500 employees, successfully integrating it into the global IKEA Group.

Cornel also contributed to strategic development projects at the global and regional level, including defining IKEA’s global customer experience and engagement measurements framework. Today, he continues to advise retailers through proprietary commercial growth programs and customer experience transformations, helping companies unlock sustainable value and performance.

He brings to Patrimonia+ an analytical mindset shaped by early research work in defense technologies and a practical business vision rooted in real-world impact.

Bogdan Boteanu

Senior Banker. Board Member. Independent Director.

Bogdan brings to Braintrust over 25 years of leadership in banking and strategy, including more than a decade as Executive Board Member and Global Head of Business Development for ING. With direct impact on launching and scaling Business Banking divisions across Europe and Australia, he built a solid track record in value creation at both local and global levels.
He combines disciplined execution with operational depth — having led high-performing teams, driven digital transformation, and delivered double-digit growth across multi-billion-euro portfolios. His ability to translate strategy into results, underpinned by strong governance and risk control, makes him a trusted advisor for boards, founders, and complex organizations.
As a certified Independent Director by NEDA UK, Bogdan supports the Patrimonia+ mission with an eye on sustainable performance, long-term alignment, and responsible leadership. His global outlook, combined with Romanian roots, brings invaluable insight to cross-border initiatives and strategic transitions grounded in trust and excellence.

Madalin Popescu

Investment Strategist. Capital Architect. Trusted Advisor.

Mădălin Popescu is a seasoned investment professional with over 25 years of experience across corporate finance, private equity, capital markets, and strategic banking. As a former Senior Investment Manager at ROCA Investments and Head of Corporate Finance for a diversified energy and industrial group, he has led capital raises, M&A transactions, and complex financing strategies that shaped the trajectory of Romanian mid-market champions.
Within Braintrust, Mădălin brings a sharp investor mindset and deep transactional expertise — from structuring bond issuances and equity rounds to sourcing proprietary deals and coordinating due diligence. His ability to bridge investors, banks, entrepreneurs, and shareholders makes him a valuable force in unlocking long-term capital for growth and transformation.
With a strong ethical compass and a passion for sustainable business models, he supports the Patrimonia+ mission of building resilient financial structures across generations. Mădălin engages founders, family offices, and institutional players with clarity, strategic discipline, and a deep understanding of risk and value creation.

Otilia Peţu

Tax Structuring, Governance Strategy, Transformational Advisory

Otilia founded NOA, having 17+ years of experience in the field of national and international taxation, business consultancy in restructuring , M&A and audit services. She has extensive experience in high-end transformational projects for local entrepreneurial companies as well as for multinationals providing complex strategic thinking and consultancy services.

Beyond her entrepreneurial core, Otilia’s career spans diverse roles, including serving as a local expert for the World Bank. She is a member of the Romanian Chamber of Tax Consultants and of the Romanian Chamber of Auditors and she holds an Advance Diploma in International Taxation issued by the Chartered Institute of Taxation in UK. 

She also holds a Postgraduate Degree in Board Practice and Directorship from Henley Business School – University of Reading, a master’s degree in business law, being licensed from both Faculty of Law – the University of Bucharest and the Bucharest Academy of Economic Studies.

At Patrimonia+, Otilia strengthens our expertise in tax structuring, governance, and strategic transformation, helping clients align vision with financial discipline. Her multidisciplinary background bridges law, taxation, and board practice, bringing clarity and integrity to entrepreneurial transitions.

Dan Rusu

Corporate Intelligence, Risk Management, Due Diligence

Dan is a top expert in corporate intelligence, with over 20 years of experience in due diligence, risk management, and strategic support for local and international companies, investment funds, and financial institutions. He has led complex projects across sectors such as energy, retail, banking, pharma, and oil & gas, contributing to stronger business decisions and the protection of clients’ reputations.

He joined the Corporate Intelligence Agency after a career in law enforcement structures and several years of international collaboration, where he managed cross-border cases and gained a global perspective on business practices. He is recognized for his analytical rigor, his ability to turn critical information into pragmatic solutions, and his contribution to fostering a culture of integrity and prevention in the business environment.

Within Patrimonia+, Dan brings a unique strategic perspective on risk analysis, reputation, and compliance, strengthening governance and decision-making through verified insights and market intelligence. His corporate intelligence expertise reinforces Patrimonia+’s role as a trusted partner in the responsible management of capital, reputation, and business relationships.

Valentin Ilie

Asset Structuring, Strategic Development, Real Estate Management

With 28 years of expertise in the real estate industry, Valentin has become a highly respected figure in the field. He previously managed Coldwell Banker Romania, which was the market leader in real estate, until he successfully exited the business to focus on developing the Coldwell Banker network across the African continent.

Valentin’s extensive experience spans a portfolio of diverse real estate projects across four major regions of Romania. He leads advisory and operational efforts in asset management, large mixed-use developments, hospitality, PRS, PaaS, urban regeneration, and more. He played a pivotal role in pioneering modern property and asset management services in Romania, directing teams across 38 counties and managing thousands of NPL assets, along with over 2,000 properties in asset, property, and facility management.

Passionate about improving investor systems, project outcomes, and profitability, Valentin founded Ambrella®, a client-centric delivery platform that provides integrated solutions across the real estate lifecycle — from the pre-project phase, modeling, and master planning to design, financing, construction, and post-delivery asset and operational management.

He is also the co-founder of Kingmaker®, a next-generation business management software platform built for industries with complex sales cycles. Kingmaker delivers a sales-force-centric ecosystem combining CRM, inventory, contract automation, prescriptive analytics, and AI-powered tools. It enables developers, brokers, banks, and investors to collaborate with real-time visibility across the project lifecycle — accelerating deal flow, increasing efficiency, and enhancing capital performance.

In parallel, Valentin continues to serve in leadership and advisory roles across multiple boards and real estate ventures, offering strategic guidance to prominent players in the industry.

Ștefan-Alexandru Frangulea

Financial Governance, Capital Strategy, Financial Markets

Ștefan-Alexandru Frangulea is the Group Chief Financial Officer of Electrica, Romania’s largest electricity distribution and supply company, a position he has held since January 2022 under a mandate extending to December 2026. With over 20 years of experience in corporate banking, finance, and energy, he oversees the Group’s financial strategy and manages key relationships with investors, regulators, and financial institutions.

Since joining Electrica in 2018 as Head of Treasury, he has led landmark transactions including cross-border financing projects, structured trade finance, sovereign risk operations, and the company’s Eurobond issuance. He has also served on the boards of Electrica’s distribution subsidiaries, CM Termoenergetica, and the Danube–Black Sea Canal Administration.

He holds a degree in Finance, Banking, Insurance, and Stock Exchanges from the Bucharest Academy of Economic Studies, an Executive MBA from WU Vienna and IEDC Bled School of Management, and a Master of Arts in Board Practice and Directorship from Henley Business School. Combining technical expertise with extensive management and capital markets experience, Ștefan is also President and co-founder of the Association of Treasurers from Romania (ATR), affiliated with the European Association of Corporate Treasurers (EACT) and the International Group of Treasury Associations (IGTA).

Within Patrimonia+, Ștefan brings a strategic perspective on financial governance, sustainability, and capital efficiency, supporting the development of sound financial structures and responsible, transparent decision-making. His extensive experience in corporate finance and governance strengthens Patrimonia+’s mission to set a standard of excellence in asset management and the professionalization of Romanian leadership.