Partner | Fundos De Investimentos
Current
Nov 2017 - Present
AeroLeads people directory · profile
Felipe Manfredini,Cfp® Email & Phone Number
Partner | Fundos de Investimentos XP Inc.
at
XP Inc.
LinkedIn matched
✓ Verified May 2026
3 data sources
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Current company
Role
Partner | Fundos de Investimentos XP Inc.
Location
São Paulo, São Paulo, Brazil
Who is Felipe Manfredini,Cfp®? Overview
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Quick answer
Felipe Manfredini,Cfp® is listed as Partner | Fundos de Investimentos XP Inc. at XP Inc., based in São Paulo, São Paulo, Brazil. AeroLeads shows a matched LinkedIn profile for Felipe Manfredini,Cfp®.
Felipe Manfredini,Cfp® previously worked as Partner | Fundos de Investimentos at Xp Inc. and Partner | Asset Allocation at Triar - Gestão De Patrimônio. Felipe Manfredini,Cfp® holds Fea, Business Administration from Universidade De São Paulo / Usp.
Company email context
Email format at XP Inc.
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XP Inc.
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Profile bio
About Felipe Manfredini,Cfp®
Analyze products in all asset classes to identify investment opportunities and execute the Asset Allocation process including due dilligence and investment selection, identifying the client's needs and financial objectives.
Listed skills include Fund Of Funds, Wealth Management, Private Banking, Portfolio Management, and 8 others.
Current workplace
Felipe Manfredini,Cfp®'s current company
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4 roles
Felipe Manfredini,Cfp® work experience
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Partner | Asset Allocation
Triar - Gestão De Patrimônio
Triar is a wealth management company founded by Banco Brasil Plural and two independent wealth management boutiques in December 2014 to manage high net worth clients’ liquid wealth. Deep knowledge of the Brazilian fund industry, mapping all asset managers and strategies available on the field; manage the private portfolios of TGP’s clients. · Work.
Dec 2014 - Sep 2017
Asset Allocation - Wealth Management
· Develop strategic model portfolios based on standard investor profiles. Analyze products in all asset classes to identify investment opportunities;· Monitor, review, update and help implement internal processes allowing better analysis on the products currently distributed;
Jul 2011 - Nov 2014
Management And Planning Assistant
· Provided consulting assistance in communication with the Market, assisted in the development of promotional material and preparation of strategic market studies for public companies;· Monitored acquisition processes and products pricing projects;· Prepared presentations for the Board of Administration;· Assisted on the development of the company’s Budget.
Apr 2010 - Jul 2011
2 education records
Felipe Manfredini,Cfp® education
Fea, Business Administration
Ensino Médio
Colégio Nossa Senhora Aparecida
FAQ
Frequently asked questions about Felipe Manfredini,Cfp®
Quick answers generated from the profile data available on this page.
What company does Felipe Manfredini,Cfp® work for?
Felipe Manfredini,Cfp® works for XP Inc..
What is Felipe Manfredini,Cfp®'s role at XP Inc.?
Felipe Manfredini,Cfp® is listed as Partner | Fundos de Investimentos XP Inc. at XP Inc..
Where is Felipe Manfredini,Cfp® based?
Felipe Manfredini,Cfp® is based in São Paulo, São Paulo, Brazil while working with XP Inc..
What companies has Felipe Manfredini,Cfp® worked for?
Felipe Manfredini,Cfp® has worked for Xp Inc., Triar - Gestão De Patrimônio, Banco Espirito Santo, and Mz Group.
How can I contact Felipe Manfredini,Cfp®?
You can use AeroLeads to view verified contact signals for Felipe Manfredini,Cfp® at XP Inc., including work email, phone, and LinkedIn data when available.
What schools did Felipe Manfredini,Cfp® attend?
Felipe Manfredini,Cfp® holds Fea, Business Administration from Universidade De São Paulo / Usp.
What skills is Felipe Manfredini,Cfp® known for?
Felipe Manfredini,Cfp® is listed with skills including Fund Of Funds, Wealth Management, Private Banking, Portfolio Management, Investments, Financial Advisory, Financial Markets, and Fund Administration.
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