Partner
CurrentAs a partner at B.Side Investiments, I lead the company's U.S. operations, focusing on the expansion of our Investment services through our Registered Investment Advisor (RIA). My role involves developing and implementing tailored investment strategies for high-net-worth clients and institutions, ensuring compliance with U.S. regulatory standards, and facilitating cross-border investment opportunities. I work closely with both U.S. and Brazilian markets to provide personalized solutions that… Show more As a partner at B.Side Investiments, I lead the company's U.S. operations, focusing on the expansion of our Investment services through our Registered Investment Advisor (RIA). My role involves developing and implementing tailored investment strategies for high-net-worth clients and institutions, ensuring compliance with U.S. regulatory standards, and facilitating cross-border investment opportunities. I work closely with both U.S. and Brazilian markets to provide personalized solutions that align with clients' financial goals as part of B.Side’s international expansion efforts.Specialties include wealth management, customized portfolio allocations, and fostering client relationships to support long-term growth and success. Show less