Ricardo Veles, Cfp®, Cga, Pqo Email and Phone Number
Ricardo Veles, Cfp®, Cga, Pqo personal email
- Valid
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
Sigma Trust
View- Website:
- sigmatrust.com.br
- Employees:
- 2
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Cio | Global Portfolio ManagerSigma TrustUnited Kingdom
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Sales PartnerNello Investimentos Aug 2024 - PresentSão Paulo, São Paulo, Brazil▪ Wealth Management▪ Investment Banking▪ Debt Capital Markets -
ProfessorFk Partners Aug 2017 - PresentClasses for CFP, CGA, and CEA certifications.▪ Subjects taught:▪ Valuation▪ Equities▪ Fixed Income▪ Derivatives -
Chief Investment Officer And PartnerEllo Asset Jul 2023 - Jun 2024São Paulo, Brazil
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Chief Investment Officer And PartnerPortogallo Investimentos Jul 2019 - Jul 2022São Paulo, São Paulo, Brazil▪ 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 (Equity Valuation, Strategy, Derivatives).• 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.▪ Trade Ideas for Structured Offshore Notes and allocation strategies in EUR and USD. -
Partner - Portfolio ManagerMont Capital Asset Aug 2017 - Jul 2019São Paulo E Região, Brasil▪ 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. -
BankerBanco Safra Oct 2013 - Jul 2017▪ 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. -
Client Relationship Manager (Personnalité)Itaú Unibanco Oct 2011 - Oct 2013▪ Attracting high-income individuals.▪ Intermediation of operations with the broker offering debentures, government bonds andderivative operations.▪ Advice about Investment Funds and Private Pensions. -
Sales TraderGradual Investimentos May 2011 - Oct 2011São Paulo E Região, Brasil▪ 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
Ricardo Veles, Cfp®, Cga, Pqo Skills
Ricardo Veles, Cfp®, Cga, Pqo Education Details
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Business/Managerial Economics -
Economics
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Bm&F BovespaEspecialização Em Renda Fixa -
PucSistemas De Informação
Frequently Asked Questions about Ricardo Veles, Cfp®, Cga, Pqo
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 the current company?
Ricardo Veles, Cfp®, Cga, Pqo's current role is CIO | Global Portfolio Manager.
What is Ricardo Veles, Cfp®, Cga, Pqo's email address?
Ricardo Veles, Cfp®, Cga, Pqo's email address is ri****@****hoo.com
What schools did Ricardo Veles, Cfp®, Cga, Pqo attend?
Ricardo Veles, Cfp®, Cga, Pqo attended Insper Instituto De Ensino E Pesquisa, Insper Instituto De Ensino E Pesquisa, Bm&f Bovespa, Puc.
What skills is Ricardo Veles, Cfp®, Cga, Pqo known for?
Ricardo Veles, Cfp®, Cga, Pqo has skills like Wealth Management, Fixed Income, Equity Derivatives, Equity Trading, Investor Relations, Private Banking, Treasury Management, Portfolio Management, Asset Management, Renda Fixa, Mercados Financeiros, Mercado De Capitais.
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