DAVOS - Key Persons
Alvimar has degrees in Civil Engineering from AEVA and Economy from FACPERJ. He has over 30 years of experience in financial markets, having worked as Middle Market, Corporate and Large Corporate relationship manager and team manager in banks such as Nacional Bank, BankBoston, Citibank, Daycoval and Original. He has been a Financial Partner at Davos Financial Partnership since September 2020.
® certified, Buchaul has a BA in Economy from PUC-RJ with an executive MBA from COPPEAD-RJ. He has over 30 years of experience in financial markets, leading teams focused on Middle Market and Corporate relationships. His last 12 years position was at Citibank Brazil as Director at Corporate Bank. He has been a Managing Partner at Davos Financial Partnership since September 2020.
® certified, Caroline earned a MBA in Marketing at Unisinos and a MBA in Financial Markets at São Judas Tadeu University. She worked at HSBC, Citibank and Itaú-Unibanco as a private banker. Caroline has been a Financial Partner at Davos since January 2019.
Cecilia has a degree and a graduate degree in Nutrition from Faculdade de Saúde Pública - USP. In the past 13 years, she focused her carrer in financial markets, having worked with wealth planning for HNW clients. Cecilia worked at Prudential do Brasil for 08 years and XP Private for 04 years. She has been a Financial Partner at Davos Financial Partnership since June 2021.
Daniel earned a degree in Business Administration and Marketing from ESPM. As an intern for LG he worked for almost 02 years in budget control and financial process. He has been an Associate at Davos Financial Partnership since March 2023.
Eduardo holds a BA in Finance from FGV-SP and a BA in FX and Derivatives. He has over 20 years of experience in financial markets, having worked as Middle Market, Corporate and Large Corporate relationship manager in banks such as Bradesco, Citibank and Daycoval. He has been a Financial Partner at Davos Financial Partnership since October 2020.
CFP® certified, Eduardo earned a degree in Industrial Engineering at EEM and an executive MBA from Insper. He worked for 9 years as a plant operational coordinator at ABB. His last 04 years was dedicated to financial markets, working as a Financial Advisor at XP Investimentos. He has been Financial Partner at Davos Financial Partnership since June 2021.
Emerson holds a BA in Business Management from UniSantaCruz-PR and a MBA from Faculdade Curitiba. He has over 30 years of experience in financial markets, having worked as Middle Market and Corporate relationship manager in banks such as Itaú-Unibanco, Cruzeiro do Sul, Citibank, Votorantim and Safra. He has been Financial Partner at Davos Financial Partnership since May 2021.
® certified, Fabio has a degree in Business Management from Instituto Paulista de Ensino e Pesquisa and a graduate degree from FGV. He has over 15 years of experience in financial markets, focusing on wealth management, having worked at Bradesco and Santander banks. He has been a Financial Partner at Davos Financial Partnership since December 2021.
Fernanda has a BA in Strategic Planning at Universidade Nove de Julho. She has over 15 years of experience in financial and insurance markets, working for large companies such as Citibank, Informa Exhibitions and Walmart. Fernanda has been a Financial Partner at Davos Financial Partnership since December 2022.
® certified, Fernando has a BA in Business Administration from UNESP, with over 18 years of experience in financial markets, both local and international. He started his career as a management trainee at HSBC and focused in private banking. He worked at BNP Paribas Brazil and for 2 years at BNP Switzerland. Fernando was a private banker at XP Private prior to joining Davos as a Financial Partner in March 2019.
CFP® certified, Giuliano holds a BA in Business Administration from PUC-RS and a MBA in Capital Markets from FGV-RS. He has over 15 years of experience in financial markets, having worked as Investment Advisor and Private Banker in several brokers and banks such as Àgora, XP Inc., Umuarama, Itaú-Unibanco and Santander. He has been Financial Partner at Davos Financial Partnership since April 2022.
CFP® certified, Guilherme earned a BA in Law from PUC-Campinas, which was followed by a MBA in Business Management from ESAMC. He worked at Banco do Brasil for 15 years, gaining experience in the wholesale, retail and agribusiness areas. In the last 4 years, he worked as a private banker at BB until January 2019, when he joined Davos Financial Partnership.
Guiomar has a degree in Business Management from Faculdade de Administração Luzwell. She has over 22 years of experience in financial markets, focusing on wealth management, having worked at several banks such as Itaú-Unibanco, HSBC and Bradesco. She has been a Financial Partner at Davos Financial Partnership since November 2022.
Gustavo has a BA in Business Management from Insper-SP. He has over 3 years of experience in financial markets and strategic planning. He worked at XP Inc Digital Content area, helping to build their educational business (XP Educação). He has been a Financial Partner at Davos Financial Partnership since September 2022.
Jose Inacio has a degree in Economy from UNISINOS-RS and a graduate degree in Finance from UFRS. He has over 30 years of experience in financial markets, having worked as Middle Market and Corporate relationship manager in banks such as IOCHPE, Santander, Citibank and ABC Brazil. He has been Financial Partner at Davos Financial Partnership since April 2021.
João is an Economy student at FECAP. He worked in the backoffice team at Genial Investimentos and as a Junior Manager at Faros Private in 2022. He has been an Associate at Davos Financial Partnership since March 2023.
Julio has a BA in Business Management from Fundação Escola e Comércio Álvares Penteado and an Executive MBA from FGV-SP. He has over 15 years of experience in financial and insurance markets, having worked at Citibank, Willis Towers Watson and Itaú-Unibanco. His last 10 years was dedicated to insurance market, holding strategic positions and leading product and commercial teams focused on wealth planning for HNW and Corporate clients. He has been a Financial Partner at Davos Financial Partnership since February 2022.
Jéssika earned a degree in Civil Engineering from Faculdade de Tecnologia e Ciências de Itabuna. She has over 10 years of experience in Retail Business working as a sales manager. She has joined the XP Advisors Program in 2022 for career transition and she has been an Associate at Davos Financial Partnership since March 2023.
Katia has degrees in Business Management and Interior Design, with a graduate degree in Business Management and an executive MBA from COPPEAD-RJ. Katia has more than 30 years of experience in financial markets focusing on wealth management. She started her career as a trainee at Citibank, where she worked in the commercial area, as well as the planning, controls, and team management departments. Her last position at Citi was as director at Citigold Private. She has been a Managing Partner at Davos since October 2018.
Laura earned a BA in Business Management from Universidade do Rio dos Sinos and developed her career at Citibank Brasil for 22 years. She worked in corporate banking for 4 years and in private banking for the next 18 years, assisting wealthy families in the local and international markets. In 2019 she became a Financial Partner at Davos Financial Partnership in order to support high net worth clients.
Luciano holds a degree in Mathematics from UFPR and a graduate degree in Finance from FAE. He has over 30 years of experience in financial markets, having worked at Treasury and Operations Desk at Bamerindus and Unibanco Banks. In the past 20 years Luciano led teams focused on Middle Market and Corporate relationships in banks such as Itau-Unibanco, Safra, Citibank and ABC Bank. He has been a Regional Managing Partner at Davos Financial Partnership since January 2021.
Luis has a degree in Business Administration from PUC-SP and a degree in Product Design from FAAP. He has over 08 years of experience in financial markets, having worked at FX and Derivatives desks at Citibank and Itau-Unibanco. Luis has been a Financial Partner at Davos Financial Partnership since March 2020.
® certified, Luis has a degree in Business Administration from Insper. He has experience in financial advisory, having worked for more than 5 years at Laeco Asset Management. He has been a Financial Partner at Davos Financial Partnership since December 2018.
Marcelo is a lawyer who holds a MBA in Finance from FGV. He has over 30 years of experience in financial markets, having worked at several banks such as Itaú-Unibanco and Vototantin Asset Management. Marcelo worked as a Equities Sales Trade at Itaú-Unibanco for 10 years. His last position was at Votorantim Asset Management as head of equities sales desk. He has been a Financial Partner at Davos Financial Partnership since December 2021.
Marcelo holds a BA in Business Management from PUC Campinas and an Executive MBA from California State University Hayward. He has over 25 years of experience in financial markets, having worked as Middle and Corporate relationship manager in banks such as Bank Boston, Itau, Citibank and Safra Bank. He has been a Financial Partner at Davos Financial Partnership since December 2020.
Marcia has a degree in Advertising with a graduate degree in Marketing. She has 19 years of experience working in financial markets, fullfilling relevant roles in insurance and pension funds at Icatu and Alfa Bank. Since 2004, she has been a private banker at several banks and family offices, such as Votorantim Bank, TAG, Royal Bank of Canada, Safra Bank and XP Private.
® certified, Mariana earned a degree in Economy at UFRJ and a MBA in portfolio management from IAG PUC-RJ. She has over 15 years of experience in financial markets, focusing on private banking, having worked at several banks such as ABN AMRO, Santander and Itaú-Unibanco. In the past 11 years Mariana worked as a Private Banker at Itaú-Unibanco. She has been a Financial Partner at Davos Financial Partnership since December 2021.
Mariana has a graduate degree in Economy from PUC-SP. She has over 20 years of experience in financial markets focusing on wealth management and private banking, fulfilling relevant roles at Itaú-Unibanco and Santander banks. Mariana has been a Financial Partner at Davos Financial Partnership since April 2020.
® certified, Mariano is a lawyer who holds a graduate degree in Project Management from FGV. He has over 20 years of experience in financial markets, focusing on wealth management and private banking, having worked at several banks such as Itaú-Unibanco, HSBC, Safra and Votorantim. He has been a Financial Partner at Davos Financial Partnership since October 2020.
® certified, Mauro has a BA in Industrial Engineering from Poli-USP and a Masters Degree in Finance from FGV. He worked as a fund manager at Banco Itaú and represented the bank in Lisbon and London. Additionally, he also worked at BBA bank and BFB bank. Mauro's last position was at Citibank Brazil as Consumer Investment Chief-Strategist up to March 2018, when he co-founded Davos Financial Partnership.
® certified, Paula earned a degree in Business Administration and a MBA in Business Management from FIA, with a period abroad at University of La Verne. Founder Partner at Fenix Invest, she has over 23 years of experience in financial markets, having started her career as a Management Trainee at Banco Sudameris. Paula also worked at Itaú-Unibanco and Citibank. At Citi, she worked as a Private Banker and an Investment Counselor more than 12 years. She has been Financial Partner at Davos Financial Partnership since April 2022.
Ricardo earned a degree in Industrial Engineering at FEI-SP. He has over 06 years of experience in financial markets, having worked at Fixed Income Desks at Itaú Corretora and Vitreo DTVM. He has been a Financial Partner at Davos Financial Partnership since May 2022.
Ricardo holds a BA degree in Business Management from EAESP/FGV and a graduate degree in Finance and Banking from Fundação Getúlio Vargas. He has 20 years of experience working in asset management (Itaú Bank and Ibiúna Asset Management) as well as treasury (MacQuarie Bank, Unibanco and Citibank), focusing on equities and derivatives. Ricardo has solid experience in national and international markets, having worked as a Sales Trader and Head of Equities at Citibank for 7 years before he joined Davos Financial Partnership in October 2018.
certified, Ronan holds a BA in Business Management from FURB and a MBA from Insper. He has over 13 years of experience in financial markets, focusing on wealth management and private banking, having worked at several banks such as Santander, Citibank and Itaú-Unibanco. At Santander bank, he worked for 06 years in equities market, supporting his clients on his trades. He has been Financial Partner at Davos Financial Partnership since June 2021.
Febraban and ABO Ombudsman Certified, Salete holds a graduate degree in Business Management and Marketing from FAAP. She has over 30 years of experience in financial markets, focusing on customer services, process improvement and Ombudsman. She held for 4 years at Febraban Commitee the position of Ombudsman Director. Salete worked for 28 years at Citibank. Her last position was Ombudsman and CEO at CitiEsperança. At Itaú-Unibanco she worked last 3 years as Ombudsman. She has been a Financial Partner at Davos Financial Partnership since April 2022.
Sandra earned a degree in Accounting at Centro Universitário de Curitiba. She has over 21 years of experience in financial markets, having worked at Bradesco and Santander banks. In the past 08 years, Sandra focused her career on wealth management clients. She has been a Financial Partner at Davos Financial Partnership since February 2022.
Sandra earned a degree in Economy at Fundação Santo Andre and a graduate degree in Finance from FAAP. She has over 23 years of experience in financial markets, having worked at several banks such as Unibanco, Sofisa Bank, Pine and last Citibank for more than 10 years, focused her career on credit lines approval for Small, Middle and Corporate Companies. Sandra has been a Financial Partner at Davos Financial Partnership since November 2021.
Job Titles:
- Financial Partner / Sandro
earned a degree in Mathematics at PUC-SP and a graduate degree in Banking from Universidade Mackenzie. He has over 30 years of experience in financial markets, having worked at treasury and investment sales at Banco Sudameris, ABN AMRO Real and Santander, supporting Corporate, Middle Market and Private Banking clients. Sandro has been a Financial Partner at Davos Financial Partnership since December 2022.
Sassoon has over 30 years of experience in financial markets working with high net worth clients. In the past 20 years he worked at major banks such as BankBoston, Lloyds Bank, Itaú Bank and Goldman Sachs as a private banker. Sassoon has 8 years of international experience at Republic National Bank, Prudential Securities and Lehman Brothers, in NY. He has been a Financial Partner at Davos Financial Partnership since March 2019.
® certified, Sergio earned a degree in Economy at PUC-SP and a MBA in Finance from IBMEC. He has over 25 years of experience in financial markets, having worked at several banks, such as Unibanco, BankBoston and Itaú. Sergio focused his career developing local and offshore structures for loans and derivatives in order to support Middle Market, Corporate and Large Corporate companies. His last 12 years position was at Citibank Brazil as Director at Corporate Desk. Sergio has been a Managing Partner at Davos Financial Partnership since September 2020.
® certified, Thiago earned a degree in Industrial Engineering at UFSCar and a MBA in Retail Management from FIA, with a period abroad at Youngstown State University. He started his career as a Management Trainee at Citibank and had over 10 years experience in the consumer, corporate and private banking areas, becoming Regional Superintendent at Citigold Private until March 2018, when he co-founded Davos Financial Partnership.
Thomaz holds a degree in Business Administration and a graduate degree in Finance from FGV. He has over 25 years of experience in financial markets, having worked at Treasury Desks, Investment Bank, FX and Corporate Bank. Thomaz worked at several banks such as Deutsche Bank, Itaú-Unibanco and HSBC. He has been a Financial Partner at Davos Financial Partnership since September 2022.
CFP® certified, Tônia is a lawyer who holds a MBA in Derivatives and Risk from FGV. She has more than 30 years of experience in financial markets, having worked at Itau-Unibanco, Deutsche Bank, BankBoston and Lloyds Bank. During the last 20 years she has worked with high net worth clients, private banking, as well as managing a team of investment advisors prior to joining Davos Financial Partnership as a Financial Partner in December 2019.
Valdeni has a degree in Architecture with a MBA in Marketing from FGV. She has more than 25 years of experience in financial markets, having developed a career focusing on private banking. She worked at Citibank for more than 20 years, both in local and international markets, and joined Davos Financial Partnership as a Senior Financial Partner in June 2019.
Job Titles:
- Business Manager
- Senior Financial Partner
CFP® certified, Valmir is a business manager who holds a MBA in Marketing from ESPM. He has been developing his career in private banking since 1993, having worked as private banker and team manager in banks such as Citibank, Lloyds Bank, Itaú, Safra and Santander. He has been a Senior Financial Partner at Davos since May 2018.
Wanderson is a Management Process student at UNINOVE. He had experience as a Sales Consultant at Nextel and Motorola. In the past 02 years he worked as a Sales Manager at Stone. He has been an Associate at Davos Financial Partnership since March 2023.
Zeneide has a graduate degree in Law and Accounting. She has 33 years of experience in financial markets, having worked for 15 years at HSBC Bank as a Corporate Relationship Manager and Local and International Sales Cash Management Manager. She also worked at Credit Commercial de France Bank and Safra Bank. Zeneide has been a Financial Partner at Davos Financial Partnership since January 2020.