David Capitão Morais, Cfa

David Capitão Morais, Cfa Email and Phone Number

Co-CIO and Head of Multi-Asset and Global Portfolio Management @ Brainvest International
Geneva, Switzerland
David Capitão Morais, Cfa's Location
Geneva, Geneva, Switzerland, Switzerland
About David Capitão Morais, Cfa

David Capitão Morais, Cfa is a Co-CIO and Head of Multi-Asset and Global Portfolio Management at Brainvest International. He possess expertise in microsoft office, portfolio management, financial analysis, finance, microsoft word and 3 more skills. He is proficient in Spanish and English.

David Capitão Morais, Cfa's Current Company Details
Brainvest International

Brainvest International

View
Co-CIO and Head of Multi-Asset and Global Portfolio Management
Geneva, Switzerland
Website:
brainvest.com/en/index.html
Employees:
22
David Capitão Morais, Cfa Work Experience Details
  • Brainvest International
    Co-Cio And Head Of Multi-Asset And Global Portfolio Management
    Brainvest International
    Geneva, Switzerland
    View
  • Brainvest International
    Head Of Discretionary Portfolio Management
    Brainvest International
    Geneva, Ge, Ch
    View
  • Brainvest International
    Head Of Discretionary Portfolio Management
    Brainvest International Apr 2024 - Present
    Geneva, Switzerland
    • Model portfolios - design, construction and performance responsibilities• Funds/ETFs selection research - developed an in-house selection/monitoring framework• Portfolio Management duties - lead PM on two in-house funds (multi-assets and equity)• Global Investment Committee - Senior voting member• Client facing responsibilities - bespoke mandates for a book of UHNWI / HNWI• Investment ideas generation – successful track record of cross-asset opportunistic trading ideas• Market intelligence and research - weekly & monthly (internal/external) newsletters and publications• People management - leading a team of four people
    View
  • Brainvest International
    Portfolio Manager
    Brainvest International Dec 2017 - Apr 2024
    Geneva Area, Switzerland
    View
  • Brainvest International
    Investment Analyst
    Brainvest International Oct 2015 - Nov 2017
    Geneva Area, Switzerland
    View
  • Cristal Credit
    Junior Credit Analyst (Latam / Brazil)
    Cristal Credit Sep 2014 - Sep 2015
    Miami/Fort Lauderdale Area
    • Thorough credit analysis on Latam / Brazilian corporates• Credit reports drafts providing credit ratings and extended in-depth analysis• Cross-checking of financial references / one-to-one meetings with multiple stakeholders• Follow-ups questions and servicing with third-parties and clients• Business development; marketing and commercial planning / prospecting
    View

David Capitão Morais, Cfa Skills

Microsoft Office Portfolio Management Financial Analysis Finance Microsoft Word Microsoft Excel Customer Service Marketing

David Capitão Morais, Cfa Education Details

Frequently Asked Questions about David Capitão Morais, Cfa

What company does David Capitão Morais, Cfa work for?

David Capitão Morais, Cfa works for Brainvest International

What is David Capitão Morais, Cfa's role at the current company?

David Capitão Morais, Cfa's current role is Co-CIO and Head of Multi-Asset and Global Portfolio Management.

What schools did David Capitão Morais, Cfa attend?

David Capitão Morais, Cfa attended Hec Lausanne - The Faculty Of Business And Economics Of The University Of Lausanne, University Of Technology, Sydney, Université De Neuchâtel, Gymnase D'yverdon, Cfa Institute.

What are some of David Capitão Morais, Cfa's interests?

David Capitão Morais, Cfa has interest in Football, Financial Journals, Footvolley, To Travel, Travel, Financial Markets.

What skills is David Capitão Morais, Cfa known for?

David Capitão Morais, Cfa has skills like Microsoft Office, Portfolio Management, Financial Analysis, Finance, Microsoft Word, Microsoft Excel, Customer Service, Marketing.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.