More than 20 years of experience in commercial roles within the financial market.
BV Asset, Banco Fator, Banco Safra, Banco Votorantim, Santander
USP: MBA in Economics, Accounting
Our Team
Experience that makes the difference
More than 20 years of professional experience in long-term investments, private equity and financial management of companies.
JP Morgan, Darby Overseas, Medial Health (CFO)
Columbia University: MBA, FGV: Public Administration
More than 20 years of professional experience as a strategist and quantitative manager in Brazil and abroad.
JP Morgan, Deutsche Bank, Peridium Capital, Kondor Invest
PUC-Rio/The University of Chicago: PhD Economics, IMPA: Master’s Degree in Mathematics, UFRJ: Production Engineering
Formado em economia pela Universidade Mackenzie, com especialização em gestão de risco pela FGV, MBA em Gestão de Riscos e Finanças pela USP e MBA pelo Insper, possui 30 anos de experiência no mercado financeiro, sendo 25 anos em gestão de risco.
Iniciou sua carreira como analista de risco da Lloyds Asset Management e em 2001 transferiu-se para o HSBC como Gerente de Risco e Performance. Em 2007 foi para a SulAmerica Investimentos como Superintendente de Risco e Operações, sendo responsável pelas áreas de risco, compliance, TI, Legal e cadastros.
No final de 2008 transferiu-se para a Franklin Templeton Investimentos como Diretor de Riscos da América Latina (Brasil, Argentina e México) onde atuou até o início de 2018, quando cofundou a Persevera Gestão de Recursos, sendo seu Diretor de Risco e Compliance, até juntar-se à Constância Investimentos em março/24.
Em fevereiro/25 passou a ser o responsável também pelas áreas de Dados e Sinais e Projetos e Demandas.
More than 20 years of experience in managing innovation, security and infrastructure in large financial institutions and service companies.
Fundo Garantidor de Crédito, Banco CSF (Carrefour) and Grupo Notredame.
MIT: MBA. Bachelor in Information Systems. Training in Mathematics Applied to Information Technology
Over 20 years of business management experience related to the financial services market.
Alaska Investimentos, Advis Investimentos, Enron
Thunderbird School of Management: MBA, PUC-SP: Administration
More than 15 years of professional experience kept up on areas as M&A, Corporate Finance, Strategic Planning, Assets and Development, FP&A and Project Management.
Samsung, CBS Corporation, Via Varejo, Banco do Brasil and Eli Lilly.
Business Administration – Fundação Getulio Vargas (FGV-EAESP)
Mais de 28 anos de experiência no mercado financeiro.
DAO Capital, Legg Mason Global Asset Management, Western Asset Management Company, Citigroup Asset Management, Maxblue (Deutsche Bank), Unibanco, Drogasil
USP: MBA em Risk Management, MBA em Controller
Columbia University: Executive Program in Innovation and Technology
More than 18 years of experience in corporate and internal HR consulting in Brazilian and German multinationals, with expertise in managing cross-functional teams and implementing strategy, culture, and processes. T-Systems, Lanxess, Embraer, Nitro Química. Psychologist, with postgraduate degrees in Strategic HR Management, Organizational and Work Psychology, and Mental Health. Dual certification from CFP in Health Psychology and Organizational and Work Psychology.
Investor Relations
Nair Kobayashi
Distribution
Ariane Baldacin
Distribution
Maiara Pereira
Distribution
Guilherme Blake
Distribution
Thamyres Nogueira
Distribution
Investments
Gustavo Akamine
Head of Arbitrage and Relative Value
Lucas Augusto
Quantitative Analyst
Lucca Pavan
Head of Multifactor Modeling
Hugo Stellet
Factor Modeling Analyst
Investment Solutions
Denis Omati
Investement Solutions
Viviane Estevão
Operations Analyst
Leonardo Castilho Neves
Investment Analyst
Risk Management
Mateus Oliveira
Risk Analyst
Operations
Júlio Sampaio
Trader
Eduardo Sallis
Trading and Operations
Lucas Bortolucci
Operations Analyst
Data and Signals
Gabriela Vasconcelos
Data and Signals
Administrative & Financial
Miriam Monteiro
Administrative
Alessandra De Callis
Compliance
Thalita Rodrigues
Financial Accounting Analyst
Human Resources and Communication
Inês Castro
Communication and Marketing Analyst
Gestão de Projetos e Processos
Marcos Frech
PPM
Tecnologia da Informação
Renan Carvalho
Head de TI
Ygor Reis
IT Specialist
Lucas Pratas
Analista de Sistemas
Ariane Baldacin
Distribution
Over 10 years of experience in the investment sector, with expertise in Fiduciary Services Backoffice, Private and Institutional Client Relations, and Middle Office in Wealth Management. Extensive experience in market supervision with the ANBIMA Code for Third-Party Asset Management.
Banco Votorantim, BRZ Investimentos, UBS, ANBIMA
Mackenzie-SP: Economics
Maiara Pereira
Distribution
Over 11 years of experience in the financial market, specializing in institutional and investor client relations. Extensive experience in prospecting, acquisition, maintenance, and expansion of client portfolios.
BV Asset, Banco Fator, Julius Baer, Daycoval Asset
USJT: Economics, Certification: Anbima CPA 20
Guilherme Blake
Distribution
Over 7 years of experience in the financial market, focused on client relationship management. Since 2019, specializing in systematic investment products. Since 2021, working in the asset management industry with a focus on commercial distribution, covering platforms and independent investment advisors.
In the past 2 years, dedicated to managing relationships with institutional clients, family offices, pension funds, independent advisory firms, and international allocators.
XP, ASA, and Daemon
Economics at FEA-USP
Certifications: PQO–Backoffice, CPA-20, Series 3 and Series 30 (FINRA)
Denis Omati
Investement Solutions
More than 15 years of professional experience in Fund of Funds management, Manager Selection, Asset Allocation, and Client Advisory.
BV Asset (Head of Investement Solutions,), Banco Santander Private Bank, ABN AMRO Private Bank, MAM Asset, BDR Asset
Insper: Economics, Insper: MBA in Financ
Viviane Estevão
Operations Analyst
Over 10 years of experience in the financial market, working in Wealth Management and Multi-Asset Management.
Banco Andbank, Triar Gestão de Patrimônio, A7 Gestão de Recursos LTDA
FMU: Business Administration, Saint Paul: Postgraduate in Financial Markets (in progress)
Leonardo Castilho Neves
Investment Analyst
Experience in modeling and risk, with a focus on macroeconomics. Currently an Investment Analyst in the Multi-Asset Management sector. Responsible for managing portfolios and Fund of Funds (FOFs), conducting economic outlook analyses, and participating in due diligence processes for other investment firms and funds, both domestic and international.
Randstad Brasil
USP: Economics
Júlio Sampaio
Trader
Experience as a trader, with a focus on equities, derivatives, foreign exchange, and fixed income.
XP Investimentos (Trading Desk), BNP Wealth Management (Product Desk), BNP Global Markets (Sales Trader in Foreign Exchange and Derivatives), Nord Asset (Equities Trader), Porto Asset Management (Equities and Derivatives Trader – Local and Offshore)
PUC-SP: Economics
Inês Castro
Communication and Marketing Analyst
Experience in communication and marketing, with a focus on social media management and digital marketing strategies.
ESEC (Portugal): Organizational Communication with an emphasis on Marketing Communication, FEUC – University of Coimbra (Portugal): Master’s in Marketing, ESPM: Training in Luxury Marketing and Digital Marketing Strategies for the Financial Market
Marcos Frech
PPM
Extensive international experience in leading Technology, Security and Risk projects.
Vodafone Germany, Santander (Brazil, Spain, and Germany), Bunge Alimentos, Bayer
Bachelor’s Degree: Business Administration, Postgraduate Degree: Systems Analysis, Fundação Dom Cabral: MBA in Management Development, Harvard Business School: Leadership Certification
Renan Carvalho
Head de TI
Com 20 anos de experiência no mercado de tecnologia da informação.
Prestou consultoria em grandes empresas de diversos segmentos de mercado como ITAU, BV, TIM Brasil, Grupo Pão de Açúcar, Rede D’OR São Luiz entre outros. Teve sua carreira focada na área de dados (integração, qualidade e governança).
FIAP: pós-graduação em Business Intelligence e atualmente faz pós graduação em Gestão de Tecnologia na mesma instituição.
Ygor Reis
IT Specialist
Over 10 years of experience in Information Technology, with extensive expertise in system development and Big Data-based solutions.
Throughout the career, participated in high-complexity projects focused on efficiency, scalability, and innovation.
Currently working as a Solutions Architect, promoting intersystem integrations that connect platforms, optimize data flows, and accelerate digital transformation.
UAM: Systems Analysis and Development
