Relationship Team
Active in the financial market since 2010, she is responsible for a portfolio of private clients at Carpa Family Office. Her career includes experience at institutions such as Itaú Private Bank, Julius Baer Family Office and Azimut Wealth Management. She holds a degree in Business Administration and Economics from INSPER. Certified Financial Planner – CFP® since 2015.
In the financial market since 2010, she is responsible for a portfolio of private clients at Carpa Family Office. Her career includes experience at institutions such as Citibank, Goldman Sachs and multi-family offices such as TNA Gestão Patrimonial and TAG Investimentos. She holds a degree in Economics from Mackenzie. Certified Financial Planner – CFP® since 2015.
In the financial market since 2019, she is responsible for a portfolio of private clients at Carpa Family Office. Her career includes experience as an investment advisor at institutions such as Bradesco and BTG, as well as having worked as a Private Banker at Banco Safra. She holds a degree in Business Administration from FAAP.
In the financial market since 2010, he is a partner at Carpa Family Office and responsible for a portfolio of private clients. He worked as a banker for ten years in the high-net-worth individual segment at Bradesco Private Bank and was a co-founding partner of Eredità, a firm specialising in financial advisory services for high-net-worth individuals. He holds a degree in Economics from Mackenzie, an MBA in Financial Management from FGV-SP, and specialisations in Wealth Management from IESE and Behavioural Finance from Duke University (USA). Certified Financial Planner – CFP® since 2013.
In the financial market since 2014, he is a partner at Carpa Family Office and responsible for a portfolio of private clients. His career includes experience as an investment analyst at Iris Investimentos until 2016. He holds a degree in Business Administration from FAAP. Certified Financial Planner – CFP® since 2018.
Active in the financial and capital markets since 1983, he is a partner at Carpa Family Office and responsible for a portfolio of private clients. His career includes experience at various financial institutions in Brazil and abroad, such as UBS UK, Sterling Financial, Unibanco Luxembourg, Lopez León Brokers, Banco Fibra, Banco Goldmine and Penfield Commodity, amongst others. He holds the FINRA Series 7 qualification in the US.
Active in the financial market since 2001, he is a partner at Carpa Family Office and responsible for a portfolio of private clients. He worked as a banker for ten years in the ultra-high-net-worth segment at Bradesco Private Bank. Co-founding partner of Eredità Investimentos, a firm dedicated to providing financial advisory services to high-net-worth individuals. He holds a degree in Business Administration from Uniso. He has a specialisation in Financial Management from Unimep, an MBA in International Business from Raffles College – Australia, and an MBA in Business from Insper. Certified Financial Planner – CFP® since 2012.
Active in the financial market since 2000, having worked at major banks such as J.P. Morgan, where he held the position of vice-president, and Banco Bradesco, as executive superintendent. He has extensive experience in client relations, having held leadership positions in private banking and asset management. Partner at Carpa Family Office. Graduate in Business Administration from FAAP. Certified Financial Planner – CFP® since 2007.
In the financial market since 2005, he is a partner at Carpa Family Office and responsible for a portfolio of private clients. His career includes experience at institutions such as Opportunity Asset Management and CCN Invest AAI. He holds a degree in Process and People Management.
In the financial market since 2005, she is a partner at Carpa Family Office and responsible for a portfolio of private clients. Her career includes experience at institutions such as Expresso Planejamento Financeiro and as a partner at Julius Baer Family Office. She holds a degree in Mathematics from the University of Florida (USA), with an extension course in Computer Science from the University of California.
In the financial market since 2014, he is a partner at Carpa Family Office and responsible for a portfolio of private clients. His career includes experience at institutions such as Ágora Corretora, Banco BMG and Banco Pan. He holds a degree in Business Administration from FGV-RJ and an MBA in Accounting and Controllership from FGV-RJ.
In the financial market since 2020, he is responsible for a portfolio of private clients at Carpa Family Office. A law graduate from the University of Vale do Itajaí, he specialises in sales and institutional relations. He has over 15 years of national and international experience in foreign trade, including the Asian, European and North American markets, as well as in-depth knowledge of the property market in the Itajaí and Balneário Camboriú region.
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