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Mario Okazuka, Cfp, Cga, Msc. Email & Phone Number
Asset Management | Private Bank | Wealth Management | Capital Markets | Treasury
at
Vórtx
1 work email found
@yahoo.com.br
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Asset Management | Private Bank | Wealth Management | Capital Markets | Treasury
Location
São Paulo, São Paulo, Brazil
Company size
Who is Mario Okazuka, Cfp, Cga, Msc.? Overview
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Quick answer
Mario Okazuka, Cfp, Cga, Msc. is listed as Asset Management | Private Bank | Wealth Management | Capital Markets | Treasury at Vórtx, a company with 298 employees, based in São Paulo, São Paulo, Brazil. AeroLeads shows a work email signal at yahoo.com.br and a matched LinkedIn profile for Mario Okazuka, Cfp, Cga, Msc..
Mario Okazuka, Cfp, Cga, Msc. previously worked as CEO Wealth Management (Asset / Private / Advisory) at Grupo Gcb and Head of Treasury Products - Private Bank at Safra. Mario Okazuka, Cfp, Cga, Msc. holds Master Of Science (Ms), Business Administration from Fundação Getulio Vargas.
Company email context
Email format at Vórtx
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*@yahoo.com.br
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AeroLeads found 1 current-domain work email signal for Mario Okazuka, Cfp, Cga, Msc.. Compare company email patterns before reaching out.
Profile bio
About Mario Okazuka, Cfp, Cga, Msc.
Solid career built in the segment of investment management and structuring of capital market operations. He is the CEO of GCB Capital Asset Management. Recently, held the position of Treasury Products Distribution Superintendent at Banco Safra. Previously, he was the Chief Investment Officer of MAM Asset Management, a management linked to Banco Master, and also a Senior Partner. At BV Asset (now Tivio Capital), he was the head of Alternative Investments and Credit and also held the position of Head of Investments at Private Bank. Graduated in International Relations from the University of São Paulo (USP), he is a lawyer who graduated from the Law School of the same University. Master in Business Administration from EAESP-FGV. He has more than 20 years of experience in the financial market, having also worked at BankBoston and Itaú Unibanco. As a member of the Committee for the Administration of Third Party Resources and the Thematic Committee on Real Estate of Anbima, he participated in several working groups for the preparation, together with different public agencies, of regulations and letters representing the funds market. He has CVM authorization as a third-party resource administrator and CFP® and CPA-20 certifications.
Listed skills include Etfs, Funding, Regulations, Financial Markets, and 13 others.
Current workplace
Mario Okazuka, Cfp, Cga, Msc.'s current company
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Vórtx
9 roles
Mario Okazuka, Cfp, Cga, Msc. work experience
A career timeline built from the work history available for this profile.
Ceo Wealth Management (Asset / Private / Advisory)
Current
Nov 2023 - Present
Head Of Treasury Products - Private Bank
Redefined the distribution process of the bank's funding products for the Private segment, also promoting the analysis of several public offerings, in addition to trading private credit assets, supporting the fulfillment of customer needs.
Jul 2022 - Mar 2023
Partner And Chief Investment Officer
Promoted the process of inception and registration of the new asset with the CVM and Anbima, implementing all the systems, processes, and manuals necessary for the operationalization of the new company.After its inception, he assumed the role of managing director before the CVM, being responsible for the investment team reaching a total portfolio of R$ 13.
Nov 2020 - May 2022
Head Of Alternative Investments And Credit
Structured and managed several real estate funds, whether focusing on real estate assets (slabs, warehouses, malls, bank branches) or debt securities, being awarded as "Best Real Estate Fund Manager and Administrator" by the Leaders League in 2020. Worked in the development of funds that were prominent in the industry such as Votorantim Securities (the.
Apr 2011 - Oct 2020
Chief Investment Officer – Private Bank
Responsible for the wealth management team of the Private Bank and the desk of the brokerage, with a portfolio of R$ 21 billion invested in different strategies both in the local and international markets, also performing the wealth planning of the clients.
Oct 2018 - Sep 2019
Investment Product Specialist
Structuring of Equity Investment Funds and Credit Rights Funds.Responsible for the creation and coordination of the Market Intelligence Management of the Asset Products Department, focused on the development of strategic information, and identification of trends and scenarios for investment funds. Manager of sustainable products, coordinated the grid.
Oct 2006 - Mar 2011
Fiduciary Analyst
Development of methodology for monitoring the frameworks of investment funds.During the process of selling the institution, promoted the integration of platforms and migration of products.
Nov 2005 - Oct 2006
Trainee
In the Management Office of the Legal Unit, made the monitoring of risk committees, approval of products, policies and structured finance, and developed the Unit's internal controls and metrics of advisory activities.
Oct 2003 - Nov 2005
4 education records
Mario Okazuka, Cfp, Cga, Msc. education
Master Of Science (Ms), Business Administration
Bachelor, Law
Bachelor, International Relations
Education record
FAQ
Frequently asked questions about Mario Okazuka, Cfp, Cga, Msc.
Quick answers generated from the profile data available on this page.
What company does Mario Okazuka, Cfp, Cga, Msc. work for?
Mario Okazuka, Cfp, Cga, Msc. works for Vórtx.
What is Mario Okazuka, Cfp, Cga, Msc.'s role at Vórtx?
Mario Okazuka, Cfp, Cga, Msc. is listed as Asset Management | Private Bank | Wealth Management | Capital Markets | Treasury at Vórtx.
What is Mario Okazuka, Cfp, Cga, Msc.'s email address?
AeroLeads has found 1 work email signal at @yahoo.com.br for Mario Okazuka, Cfp, Cga, Msc. at Vórtx.
Where is Mario Okazuka, Cfp, Cga, Msc. based?
Mario Okazuka, Cfp, Cga, Msc. is based in São Paulo, São Paulo, Brazil while working with Vórtx.
What companies has Mario Okazuka, Cfp, Cga, Msc. worked for?
Mario Okazuka, Cfp, Cga, Msc. has worked for Vórtx, Grupo Gcb, Safra, Mam Asset Management, and Votorantim Asset Management.
How can I contact Mario Okazuka, Cfp, Cga, Msc.?
You can use AeroLeads to view verified contact signals for Mario Okazuka, Cfp, Cga, Msc. at Vórtx, including work email, phone, and LinkedIn data when available.
What schools did Mario Okazuka, Cfp, Cga, Msc. attend?
Mario Okazuka, Cfp, Cga, Msc. holds Master Of Science (Ms), Business Administration from Fundação Getulio Vargas.
What skills is Mario Okazuka, Cfp, Cga, Msc. known for?
Mario Okazuka, Cfp, Cga, Msc. is listed with skills including Etfs, Funding, Regulations, Financial Markets, Capital Markets, Banking, Portfolio Management, and Asset Managment.
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