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Work Background
Octogone GestionExecutive Director
Jan. 2025Switzerland, GenèveAt Octogone Gestion, I lead the coverage of Brazilian ultra-high-net-worth families, building the firm’s Brazil strategy from Geneva. My work blends macro-driven investment views with bespoke wealth structuring, giving clients access to global portfolios and exclusive private market opportunities while ensuring long-term alignment across generations.
Vontobel Asset ManagementInvestment Advisor
Aug. 2023 - Dec. 2024Switzerland, GenèveAt Vontobel, I deepened my coverage of Brazilian entrepreneurs and families, delivering tailored global investment strategies and strengthening the firm’s cross-border offering. I worked closely with clients to professionalize asset allocation, enhance diversification, and open access to exclusive private market opportunities.
J.P. MorganInvestment Advisor
Aug. 2013 - Jul. 2023Switzerland, GenèveAt J.P. Morgan, I advised some of the most sophisticated ultra-high-net-worth families in Brazil and Switzerland, helping them navigate global markets and structure their wealth for the long term. My role combined strategic investment advice, cross-asset portfolio management, and multi-jurisdictional wealth structuring — always with a client-first approach.
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