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Ricardo Veles, Cfp®, Cga, Pqo Email & Phone Number
CIO | Global Portfolio Manager
at
Sigma Trust
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
CIO | Global Portfolio Manager
Location
São Paulo, São Paulo, Brazil
Company size
Who is Ricardo Veles, Cfp®, Cga, Pqo? Overview
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Quick answer
Ricardo Veles, Cfp®, Cga, Pqo is listed as CIO | Global Portfolio Manager at Sigma Trust, a company with 2 employees, based in São Paulo, São Paulo, Brazil. AeroLeads shows a matched LinkedIn profile for Ricardo Veles, Cfp®, Cga, Pqo.
Ricardo Veles, Cfp®, Cga, Pqo previously worked as Sales Partner at Nello Investimentos and Professor at Fk Partners. Ricardo Veles, Cfp®, Cga, Pqo holds Master Of Science - Ms, Business/Managerial Economics from Insper Instituto De Ensino E Pesquisa.
Company email context
Email format at Sigma Trust
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Sigma Trust
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Profile bio
About Ricardo Veles, Cfp®, Cga, Pqo
As a Certified Financial Planner (CFP®) and CGA with over 16 years of experience in investment management and portfolio oversight, I specialize in driving high-performance investment strategies across a wide range of asset classes, including fixed income, derivatives, equities, and structured transactions. My leadership in both hedging and trading—coupled with a solid background in risk management and adherence to CVM and ANBIMA regulations—positions me to deliver substantial value in asset management and treasury trading roles.I have a proven track record of managing UHNW portfolios and guiding investment committees on decision-making, from top-down macroeconomic analysis to the strategic allocation of assets across fixed income, FX, and derivatives markets. My experience extends to collaborating with brokers and building client relationships with high net worth individuals and family offices.* CGA, CGE, CFG* CFP®* PQO Operações
Listed skills include Wealth Management, Fixed Income, Equity Derivatives, Equity Trading, and 14 others.
Current workplace
Ricardo Veles, Cfp®, Cga, Pqo's current company
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Sigma Trust
9 roles
Ricardo Veles, Cfp®, Cga, Pqo work experience
A career timeline built from the work history available for this profile.
Aug 2024 - Present
Professor
Current- Classes for CFP, CGA, and CEA certifications.
- Subjects taught:
- Valuation
- Equities
- Fixed Income
- Derivatives
Aug 2017 - Present
Chief Investment Officer And Partner
Ello Asset
Jul 2023 - Jun 2024
Chief Investment Officer And Partner
- Responsible for the daily management of local portfolios (Mutual Funds, Hedge Funds, and managed portfolios), including cash flow management, monthly/quarterly rebalancing, as well as monitoring of positions and risks.
- Building portfolios, ensuring the best execution in various asset classes:Stocks, bonds, ETFs, funds, derivatives, and FX.
- Reports on foreign exchange exposures and building of hedging positions.
- Periodic reports containing portfolio performance and comparisons with thecompetition.
- Development and presentation of studies for customers/prospects and support to thecommercial area.
- Working knowledge of market structure and strong relationship with brokers.
Jul 2019 - Jul 2022
Partner - Portfolio Manager
- Calculation of the amount available for investments and cash flow
- Monitoring the compliance of the local funds, portfolios determined by the prospectusand regulatory classification.
- Integration of new funds for the composition of FoFs.
- Monitoring the funds' income and expenses.
- Management on portfolios and rebalancing according to the economic scenario.
Aug 2017 - Jul 2019
Banker
- Attracting customers and family groups with UHNW profile.
- Investment guidance to clients in fixed income, equities, and investment treasuryproducts.
- Periodic review of the portfolio to adapt to the economic scenario.
- Intermediation of operations with the broker offering debentures, government bonds andderivative operations.
- Financial advice and guidance on family succession.
Oct 2013 - Jul 2017
Client Relationship Manager (Personnalité)
- Attracting high-income individuals.
- Intermediation of operations with the broker offering debentures, government bonds andderivative operations.
- Advice about Investment Funds and Private Pensions.
Oct 2011 - Oct 2013
Sales Trader
- Attracting Institutional / Private customers.
- Investment guidance regarding the preparation of the investment portfolio.
- Operating in the spot, futures, and derivatives markets in the local market.
- Execution of orders.
- Research analysis.
- Profitability calculation of operations given the cash flow
May 2011 - Oct 2011
4 education records
Ricardo Veles, Cfp®, Cga, Pqo education
Master Of Science - Ms, Business/Managerial Economics
Mba, Finance, Economics
Especialização Em Renda Fixa
Bm&F Bovespa
Sistemas De Informação
Puc
FAQ
Frequently asked questions about Ricardo Veles, Cfp®, Cga, Pqo
Quick answers generated from the profile data available on this page.
What company does Ricardo Veles, Cfp®, Cga, Pqo work for?
Ricardo Veles, Cfp®, Cga, Pqo works for Sigma Trust.
What is Ricardo Veles, Cfp®, Cga, Pqo's role at Sigma Trust?
Ricardo Veles, Cfp®, Cga, Pqo is listed as CIO | Global Portfolio Manager at Sigma Trust.
Where is Ricardo Veles, Cfp®, Cga, Pqo based?
Ricardo Veles, Cfp®, Cga, Pqo is based in São Paulo, São Paulo, Brazil while working with Sigma Trust.
What companies has Ricardo Veles, Cfp®, Cga, Pqo worked for?
Ricardo Veles, Cfp®, Cga, Pqo has worked for Sigma Trust, Nello Investimentos, Fk Partners, Ello Asset, and Portogallo Investimentos.
How can I contact Ricardo Veles, Cfp®, Cga, Pqo?
You can use AeroLeads to view verified contact signals for Ricardo Veles, Cfp®, Cga, Pqo at Sigma Trust, including work email, phone, and LinkedIn data when available.
What schools did Ricardo Veles, Cfp®, Cga, Pqo attend?
Ricardo Veles, Cfp®, Cga, Pqo holds Master Of Science - Ms, Business/Managerial Economics from Insper Instituto De Ensino E Pesquisa.
What skills is Ricardo Veles, Cfp®, Cga, Pqo known for?
Ricardo Veles, Cfp®, Cga, Pqo is listed with skills including Wealth Management, Fixed Income, Equity Derivatives, Equity Trading, Investor Relations, Private Banking, Treasury Management, and Portfolio Management.
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