Currently pursuing a degree in Financial Management at the Presbyterian Mackenzie Institute, I have developed numerous skills focused on the Financial Market, standing out among the highest grades in my class in Accounting, Business Law, Project Management, and Mathematics.During the first semester of 2024, motivated by a desire to explore the world of M&A, I conducted extensive market analysis studies in the Aviation, Retail, and Healthcare sectors, with a notable highlight being a thesis on the potential merger between Azul and Gol, published on Academia.com. In the second semester of 2024, I founded and led as CEO the first Brazilian startup focused on developing automation systems using Artificial Intelligence for the Financial Market. This development connected me to the fields of Stocks, Credit, Cryptocurrencies, Mergers and Acquisitions, Fixed Income, and Trading.Additionally, I published several articles on the Academia.edu platform, aiming to enhance my knowledge in Investment Banking. My academic studies go beyond written works; I also participated in extracurricular activities that earned me certifications. I highlight the 'Excel Skills for Business Job Simulation,' where I gained practical experience of an analyst's day-to-day role at Goldman Sachs.
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Executive DirectorAtmo ConstrutoraSão Paulo, Brazil -
Creator & Fund ManagerMontes Capital Oct 2024 - PresentSão Paulo, BrazilResponsible for the creation and management of the fictitious Latam Tech Fund, focused on technology and innovation companies in Latin America. With a strategic and analytical approach, I conduct asset selection and develop investment strategies that highlight the potential of sectors such as fintech, e-commerce, and enterprise software. Between November (2023) and October (2024), was registered a profit of 18,05% over the initial capital.This project is educational and analytical in nature, aimed at demonstrating portfolio management skills and market insight, and does not constitute an investment recommendation. -
Chairman - Board MemberAigen Ia Nov 2024 - PresentSão Paulo, BrasilServing as Chairman of the Board, responsible for contributing to corporate governance, ensuring strategic alignment and financial sustainability. Focus areas include:-Administration: Oversight of internal policies, compliance, and the implementation of efficient management practices to achieve long-term organizational goals.-ESG (Environmental, Social, and Governance): Active participation in the development and monitoring of ESG strategies, ensuring alignment with global sustainability standards and creating value for stakeholders.-Finance: Analysis of financial performance, identification of growth opportunities, and optimization of resource allocation to maximize profitability and social impact.Playing a pivotal role in shaping strategic directions that drive innovation, growth, and sustainability in competitive markets. -
Ceo & FounderAigen Ia May 2024 - Nov 2024São Paulo, BrazilFounder and CEO of the first Brazilian startup to develop an AI for the Financial Market. I have led numerous projects (B2B and B2C). I highlight the independent creation of Clara IA, which I developed from ideation to launch.AIgen's mission is to harness the power of artificial intelligence to revolutionize the way businesses operate, providing cutting-edge tools and insights that drive efficiency, accuracy, and strategic decision-making.I chose an earn-out arrangement and and kept the Clara IA project as a pivot, maintaining my commitment to innovative AI solutions within the financial sector
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Independent M&A AnalystMontes Financial Analyst Jan 2024 - Jun 2024São Paulo, BrazilI conducted detailed analyses of mergers and acquisitions, including company valuation, due diligence, and financial modeling;I developed comprehensive financial reports to support investment decisions;I used platforms such as Excel and Bloomberg to analyze financial and market data. -
FounderStealth Startup Jan 2023 - Dec 2023São Paulo, BrazilDuring high school, I developed my first startup: a networking community for people seeking job relocation. Using an NFC card, we streamlined the sharing of resumes between individuals and companies and provided AI support to guide users toward the best career options based on their individual profiles.Earn-out (NDA)
Felipe Montes Education Details
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Gpa 3.4 (0-4) -
Consa - Colégio Franciscano Nossa Senhora Aparecida
Frequently Asked Questions about Felipe Montes
What company does Felipe Montes work for?
Felipe Montes works for Atmo Construtora
What is Felipe Montes's role at the current company?
Felipe Montes's current role is Executive Director.
What schools did Felipe Montes attend?
Felipe Montes attended Universidade Presbiteriana Mackenzie, Consa - Colégio Franciscano Nossa Senhora Aparecida.
Not the Felipe Montes you were looking for?
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Felipe Montes
Engenharia De Software - @42Rio | Unisuam | Java | Spring | C | C++Rio De Janeiro, Rj -
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Felipe Montes Campos
Diretor Na Empresas Eco - Ecomed / Ecoeng / Ecoambiental | Engenheiro Civil E Segurança Do Trabalho | Perito | ConsultorSão Paulo, Sp1planoeplano.com.br -
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