Team
Bruno joined PWM in November 2020. He has been in the industry since 2004, starting his career at Santander Asset Management. From 2008 to 2018 he was one of the partners responsible for asset allocation and manager selection at Consenso Aconselhamento Patrimonial. In 2018 he founded and became CIO at Vitra Capital. Bruno earned a B.A. degree in Business Administration from USP and is a CFA Charterholder.
Cesar joined PWM in 2013 as Portfolio Manager. He started his career at Santander Asset Management in 2006 in Products area. In 2008, he joined the Itaú-Unibanco trainee program and worked in the Private Bank from 2009 until March 2013. Mr Fincatti earned a B.A. degree in Business Administration from Universidade Presbiteriana Mackenzie and a graduate degree in Financial Market Operator from Fundação Instituto de Administração (FIA).
Cristiano joined PWM in 2018 as a Backoffice analyst. He started his career at Banco Santander in 2007, in Products area. In 2011 he joined Gradual Investimentos as Fund’s Controller and then joined GPS at Process/BackOffice. Mr Moltocaro earned a B.A. degree in Business Administration from Universidade Metodista de São Paulo, Specialization in Financial Market in FIPE and holds a certificate from Anbima (CPA 20).
Daniel joined Perfin in 2008 as Portfolio Manager and founder of Wealth Management area. He started his career in Corporate Banking at Citibank in 2000. After that he joined Santander Asset in 2003 where he had experience in the Fixed Income funds management. From 2005 to 2006 he was responsible for Business Intelligence Division for Santander Asset where he remained until 2006 when became one of the Fund of Funds managers of Santander Asset from early 2007 until May 2008. Mr Chaves earned a B.A. degree in Business Administration from USP.
Douglas joined Perfin in 2018 for backoffice team. He started his career in financial market in 2006 at Coivalores, where he worked for 12 years in middle and broker team for fixed income desk. He holds a degree in business at Universidade Cidade de São Paulo.
Eric joined PWM team in may 2013 as a analyst. He started his career in 2008 at Itaú Unibanco in Risk Department. In 2009, he joined RXZ Investimentos, a single family office, as Controller and Stock Trader. Prior to PWM, he worked at Credit Suisse Hedging-Griffo, in the Offshore Funds, Asset Pricing and Risk. Mr Inoue graduated from from Escola Politécnica – USP in Production Engineering.
Flavia joined Perfin Wealth Management in 2020 as an offshore analyst. Mrs. Pazzini earned a B.A. degree in Business Administration and MBA in Financial Economics from FGV-SP. She holds a professional certificate ANBIMA (CPA20). She started her carrer at DGF Investments as a fund controller analyst. In 2013 joined the GPS into Back Office processing area. Then moved to Porto Seguro Investments in 2016, where developed her background in offshore investments.
Gaspar is a Portfolio Manager for Perfin Wealth Management since March 2010. He has been in the investment industry since 1997 starting his career at BM&F. From 2000 to 2004 he was Senior Investment Analyst at Mercer Investment Consulting where he was responsible for the selection of funds and development of the investment policy for institutional investors. From 2004 to 2010, he worked at Credit Suisse as Vice President responsible for the selection and monitoring of investment products, development of investment policies and allocation strategies for Private Clients. Mr Gaspar holds a degree in Economics from the University of São Paulo (USP) and is a CFA Charterholder.
Graduated in Economics from Presbyterian University Mackenzie. She started her career in the financial Market at Credit Suisse. In 2019 she was transferred to Santander Securities Services, where she worked on the creation of the middle office offshore. In 2020 she joined the Perfin Wealth Management team.
Rodolfo is an investment analyst at PWM since June 2016. He started his career at GPS, where he worked for 11 years in different areas. He began in the area of Onshore Management and became one of the partners responsible for selecting local managers. Later, he worked with Asset Allocation/Global Portfolio Management and as Investor Relations. He holds a degree in Electrical Engineering from Escola Politécnica at USP. He did a student interchange at Politecnido di Milano (Polytechnic University of Milan) between 2003 and 2004, with emphasis on Finance and Financial Market Analysis.
Rubens is responsible for computer programming in PWM since september 2019. He began his career at Integral Trust in 2009, where he worked for 10 years in research and development and computer programming. He holds a degree in Statistics from USP and holds certifications MCSD App Builder and MCSA Web Applications