loader brainvest
Our history
2003
The former partners of Hedging Griffo in Geneva create Brainvest, a multi-family office
2006
We became 100% independent
2007
Opening of São Paulo office
2011
We became a pioneer in alternative investments
2012
First Venture Capital investment through seed funding in an emerging manager in Israel
2015
US$10M of seed money investment for the first Venture Capital fund (US$20M total) dedicated to the Utah ecosystem (US).
2017
Opening of Miami and Rio de Janeiro offices
2018
We completed 15 years, managing 1.3 billion dolars.
2020
Launch of the ESG incorporation project in all of the company’s areas and locations
2021
Strategic repositioning; we created an Advisory Board and exceeded 2 billion dollars in management
2003
The former partners of Hedging Griffo in Geneva create Brainvest, a multi-family office
2006
We became 100% independent
2007
Opening of São Paulo office
2011
We became a pioneer in alternative investments
2012
First Venture Capital investment through seed funding in an emerging manager in Israel
2015
US$10M of seed money investment for the first Venture Capital fund (US$20M total) dedicated to the Utah ecosystem (US).
2017
Opening of Miami and Rio de Janeiro offices
2018
We completed 15 years, managing 1.3 billion dolars.
2020
Launch of the ESG incorporation project in all of the company’s areas and locations
2021
Strategic repositioning; we created an Advisory Board and exceeded 2 billion dollars in management

Manifest

Technology has transformed the financial markets and its participants. Combining specific and balanced solutions appropriate to the context has become even more essential to generate sustainable long-term returns.

That’s why we believe in synergy, in working tirelessly to keep up with the rapid pace of market development. Recognizing the uniqueness and goals of our customers, we combine performance with capital preservation, opportunity with responsibility, passion with discipline, and returns with sustainability.

With offices in Switzerland, the United States and Brazil, we have a large, diverse, experienced team that offers a global, holistic view of our client’s unique interests. We allocate sound investment opportunities and the most efficient structures, always considering environmental, social and governance factors in our analysis and decision-making.

We are in synergy with our clients, the market and the world.

Our team
We have a global and diverse team that brings together experts from around the world who are focused on understanding the specific characteristics of our clients in order to generate sustainable long-term returns. Our professionals create impactful investment solutions aligned with each client’s goals, defining strategies with a high level of engagement in the decision-making process.
Dany
Roizman
Founding Partner
Laurent
Cudré Mauroux
Partner, CEO Switzerland
Martin
Stampfli
Partner, CCO (Chief Commercial Officer )
Carlos
Ribeiro Peixoto
Partner, Global CIO
Adil
Lazraq
COO and Senior Relationship Manager
Izabel
Moura
Investment Specialist
David
Capitão Morais
Portfolio Manager
Tonny
Barros Ferreira
Investment Analyst / AM Operations Officer
Mathieu
Le Cam
Quantitative analyst
Noémie
Rodriguez
Back Office Manager
Sandrina
Silva Marques
Management Assistant
Bryan
Moreiras
Administrative Assistant
Fernando
Estrada
Senior Relationship Manager
José Antonio
Arias Trejo
Lead Prospector Mexico
Philippe
Lozouet
Senior Relationship Manager
Frank
Yokoya
Senior Relationship Manager
Miguel
Do Rego
Junior Relationship Manager
Guillaume
Saurais
Senior Relationship Manager
Tom
Bocage
Senior Relationship Manager
Marcel
Schwaninger
Senior Relationship Manager
Loris
Garo
Digital Project Manager
Jérôme
Coudreuse
Head Compliance and Risk Management
Fernando
Gelman
Partner, Global CEO
Jan Gunnar
Karsten
Partner, CEO Brasil
Dennis
Kac
Partner, CIO Brazil
Carlos Eduardo
Lerner
Partner, CFO Brazil
Alexander
Gorra
Partner, CGO (Chief Growth Officer)
Henrique
Lang
COO
Guilherme Sanches
Guilherme
Sanches
Head of Brainvest Family Office Solutions
Ed
Saito
Back Office Manager
Murillo Alves
Soares
Back Office Analyst
Michael
Guimarães
Back Office Analyst
Lucas
Chamati
Back Office Analyst
Reginaldo
Santos
IT Management
Daniel
Garrote
IT Analyst Jr.
Juliano
Nascimento
Financial Management
Jamile
Terensi
Compliance Management
Isabela
Almeida
Compliance Analyst
Michelle
Quirino
Administrative Assistant
Ana Paula
Werneck
Middle Office Manager
Renata
Vieira
Middle Office Analyst
Carolina
Tavares
Senior Relationship Manager
Bruna
Solar
Junior Relationship Manager
Mariana
Walckiers
Senior Relationship Manager
Maria Rita
Lazzarini
Senior Relationship Manager
Marcelo
Ribeiro
Relationship Manager
Ruhan
Ferreira
Relationship Assistant
Lucca
Michelon
Intern
Vitória
Linhares
Middle Office Analyst
Rodrigo
Eboli
Portfolio Manager
Renzo
Malagoli
Alternative Investment Analyst
Jennifer
Chi
Investment Analyst
Daniel
Escamilla
Analyst
Roberta
Pacífico
ESG Management
Carolina
Sverner
Alternative Investments Analyst
Lucas
Stier
Alternative Investments Analyst
Leon
Kadocsa
Alternative Investments Analyst
Fábio
Martins
Intern in ACM
João Victor
De Lazzari
Investment and IT Analyst
Photo de Lais Andjelic
Lais
Carneiro
Fiduciary Services Relationship Manager
Rodrigo
Faro
EUA CEO
Ronny
Spiewak
Senior Investment Advisor
Luiz
Pacheco
Investment Specialist
Nicholas
Baron
Senior Investment Specialist
Thais
Gaspar
Portfolio Manager
Raquel
Marin de Souza
Back Office Assistant
Claudio
Schreier
Head of Brainvest ACM Business Development
Elenice
Dobrikow
Chief Operating Officer
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Dany Roizman
Founding Partner
Founding Partner, Brazilian. He has 25 years of experience in the financial market. Worked at BBM Bank in São Paulo and JPMorgan in São Paulo, New York, and Geneva. In 2003 he decided to create BRAINVEST to have one focus: his clients. Mr. Roizman is fluent in Portuguese, English, and French. He majored in Economics at PUC-SP and holds a post-graduate Finance degree from the University of California.
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Laurent Cudré Mauroux
Partner, CEO Switzerland
CEO Switzerland, Partner and Swiss. Has 32 years of experience in the financial market. Worked at Swiss Bank Corp. (Lausanne, Zurich, New York, and Caracas) and at UBS (Bogota and Geneva). Mr. Cudré-Mauroux is fluent in French, German, English, Spanish, and Portuguese. He graduated from SBS Lausanne, majoring in Bank Management.
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Martin Stampfli
Partner, CCO (Chief Commercial Officer )
Partner and Head of Markets, Swiss and Brazilian. He has 25 years of work in work in the financial market. Worked at UBS and Credit Suisse in Geneva, Zurich, São Paulo, and Rio de Janeiro. Mr. Stampfli is fluent in French German, English, Spanish, and Portuguese. He holds an MBA degree from HEC Lausanne.
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Carlos Ribeiro Peixoto
Partner, Global CIO
Partner and Chief Investment Officer (CIO), French and Portuguese. Mr. Peixoto has been working for 20 years in the financial market (UBS, JPM, Deutsche Bank and Credit Suisse). He is fluent in Portuguese, English, Spanish, and French. Mr. Peixoto holds a Master’s degree in Market Finances from Paris-Dauphine University and is a financial analyst from CIIA.
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Adil Lazraq
COO and Senior Relationship Manager
Head of the Mexican Market. Swiss, French and Moroccan. He has been working for 15 years in the financial industry mainly for UBS in Geneva, Zurich and Mexico. He speaks French, English, Spanish and Arabic. He holds a BBA (Bachelor of Business Administration) from the SKEMA Business School of Sophia Antipolis and a double Master in International Business and Finance from the University of Groningen in Holland.
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Izabel Moura
Investment Specialist
Graduated in Industrial Engineering from Escola Politécnica USP and MBA from IBMEC-SP. Has 15 years of experience in the Wealth Management industry. Half being based in Sao Paulo working for Votorantim Wealth Management and half based in Geneva and working for UBS Wealth Management. In 2019 joined the Investment Team at Brainvest in Geneva. She is Brazilian and Italian, fluent in Portuguese, English and French.
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David Capitão Morais
Portfolio Manager
Graduated in Business and Economics at the University of Neuchâtel and holds a Master degree in financial analysis from HEC Lausanne (with an exchange program at University of Technology, Sydney), he also holds the Chartered Financial Analyst (CFA®). He previously worked in Miami as a Credit Analyst for the Brazilian market, and has now been working at Brainvest for several years. With both nationalities, Swiss and Portuguese, he is fluent in French, Portuguese, English and has good knowledge in Spanish.
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Tonny Barros Ferreira
Investment Analyst / AM Operations Officer
Swiss and Portuguese, Tonny is graduated in Business Administration from the Geneva School of Business Administration and a Chartered Financial Analyst (CFA®) from the CFA institute. With more than 5 years of experience in the financial market, he joined the Investment Team in Geneva in 2021. Fluent in French, Portuguese and English.
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Mathieu Le Cam
Quantitative analyst
French, Mathieu holds a Master in Finance from ESSEC Business School and a Master of Engineering in Computer Science from ESIEA Engineering School. He worked 3 years in the trading and private assets departments of Pictet in Geneva before joining Brainvest. Fluent in French and English.
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Noémie Rodriguez
Back Office Manager
Geneva Back Office Manager, Swiss and Spanish, Noémie has 14 years of experience in Wealth Management industry working for UBS Geneva as an assistant for the Mexican market. Fluent in Spanish, French and English.
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Sandrina Silva Marques
Management Assistant
Portuguese, Sandrina is graduated in Business Administration from University of Applied Sciences in Valais and Geneva and holds a MBA from Swiss School of Economics. With more than 6 years of experience in Wealth Management industry. She joined the Brainvest Wealth Management in 2020. Fluent in French, Portuguese, Spanish and English.
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Bryan Moreiras
Administrative Assistant
Portuguese citizen, Bryan holds a Federal Diploma of Vocational Education and Training (VET) in Business, joined with a Federal Vocational Baccalaureate. Currently part-time student in the Geneva School of Business Administration, Bryan has more than 7 years of experience in the Wealth Management industry, working for UBS in Geneva, Milan and Zurich. Fluent in French, Portuguese and English.
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Fernando Estrada
Senior Relationship Manager
Mexican, Fernando has 15 years of experience in the Wealth Management industry working for Citi and Santander Private Bank in Mexico and at UBS Wealth Management in Mexico and Geneva. Fernando graduated in Finance from ITESM, Monterrey and holds a double Master degree in Finance from EGADE Business School and Tulane University A.B. Freeman School of Business. Fluent in Spanish and English.
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José Antonio Arias Trejo
Lead Prospector Mexico
Graduated in Industrial Engineering at Universidad Iberoamericana and holds a Master in Wealth Management from the University of Geneva (certified by the Swiss Finance Institute), also holds the Chartered Financial Analyst (CFA®). He has worked in the financial industry for 9 years, has been working at Brainvest since 2019. He is fluent in Spanish and English.
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Philippe Lozouet
Senior Relationship Manager
Brazilian and French citizen, Philippe has been working in the wealth management industry for more than 11 years, in Geneva. He previously worked for BNP Paribas, Credit Suisse, Lombard Odier. Philippe holds a Master in Economics from ISG in Paris. He is fluent in portuguese, english, spanish and french.
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Frank Yokoya
Senior Relationship Manager
Brazilian with 27 years of experience. He worked in Brazil for BankBoston, Banco Santander, Citibank, Lehman Brothers, Standard Chartered and Credit Suisse Hedging Griffo. He was a partner of Jive Investments before moving to Switzerland in 2017 when he joined Apex Wealth Advisory as a partner. Before joining Brainvest he was a Senior RM at Credit Suisse. Graduated in Industrial Engineering from the University of Sao Paulo and has a MBA from Sloan School of Management. He is a Certified Wealth Management Advisor by the Swiss Association of Quality (SAQ). Fluent in Portuguese and English.
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Miguel Do Rego
Junior Relationship Manager
Portuguese and Swiss citizen, Miguel has more than 10 years of experience in the Wealth Management industry, working for UBS Wealth Management in Geneva and Uruguay. Miguel holds the CWMA certification from the Swiss Association for Quality and is also a Certified ESG Advisor. Fluent in Portuguese, French, Spanish and English.
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Guillaume Saurais
Senior Relationship Manager
Guillaume has 12 years of experience in Wealth Management working for JP Morgan Private Bank in Geneva and for Inteligo Bank and BBVA in Lima, Peru, where he spent 8 years. He is a Chartered Financial Analyst (CFA®) from the CFA institute and also holds a Master of Sciences in Bioengineering & Biotechnology (Life Sciences) from the Swiss Federal institute of Technology (EPFL). Guillaume also holds a Superior Certificate of Piano from the Lausanne School of Music. He is fluent in Spanish, English, French, German and is a Swiss and French citizen.
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Tom Bocage
Senior Relationship Manager
He is Brazilian and Dutch, graduated in Business Administration from Mackenzie University in Sao Paulo with further education in Financial Products and Risk Management and holds a Portfolio Management and Investment Strategies certificate from The Wharton School. He has 15 years of experience in Wealth Management industry working for UBS Geneva/Zürich and for Votorantim Wealth Management in Sao Paulo. Fluent in Portuguese, English, German, Frenchand Spanish.
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Marcel Schwaninger
Senior Relationship Manager
Marcel is Swiss and Brazilian. He has 25 years of experience in Wealth Management working for UBS in Zürich and Rio de Janeiro and for Julius Bär and Pictet in Zürich. He graduated at University of Applied Sciences Zürich in Business Administration with a major in Banking and Finance. Marcel is fluent in German, English, French Portuguese, Spanish and Italian.
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Loris Garo
Digital Project Manager
Swiss and Italian, Loris completed a 3-year apprenticeship at UBS and obtained his CFC and his professional maturity. He is currently studying at CREA OMNES EDUCATION to obtain his Bachelor in Digital Marketing & Communication. He joined the company in Geneva in 2022 in order to develop the digital marketing and communication of Brainvest. He is fluent in French and English.
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Jérôme Coudreuse
Head Compliance and Risk Management
Jérôme has 17 years of experience in Compliance Wealth Management and Audit. He worked for KPMG, PwC, BNP Paribas (Suisse) SA and Julius Baer & Cie SA where he worked during 7 years as Compliance Officer dedicated to the Multi Family Office (MFO). He has a degree from the SKEMA Business School in Lille, France, with majors in Accounting, Auditing. He has also a degree in Compliance from the ISFB in Geneva. Jérôme is fluent in English, French and good working knowledge of Spanish.
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Fernando Gelman
Partner, Global CEO
Partner, Global CEO, Brazilian. Worked at Belesta AG, Platinum Consultoria Financeira, and Banco Fenícia. He is responsible for the offices in Brazil. Fluent in Portuguese and English with basic Spanish. Mr. Gelman graduated from Poli, with a major in Metallurgical Engineering, and attended PEC with a specialization in Financial Mathematics and Finances from FGV.
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Jan Gunnar Karsten
Partner, CEO Brasil
Partner, CEO Brasil, Brazilian. Since 2016, he has led the Julius Baer Family Office, the largest multi-family office in Brazil, as a result of the merger between GPS and Reliance. Until 2011, he was a bank executive with stints at Matrix, BankBoston, Citi and UBS bringing a history of growth to his position at Brainvest.
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Dennis Kac
Partner, CIO Brazil
Partner, CIO Brazil. Has experience as a trader of future markets at Inlogs and Portfólio and manager of emerging markets at Zoom Asset Management (Brazil and Mexico). He was the founding partner of DK Wealth Management (single family office) for 6 years. Production engineer graduated from Mauá and specialized in Capital Markets from USP and CFA® Charterholder from CFA® Institute.
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Carlos Eduardo Lerner
Partner, CFO Brazil
Partner, CFO Brazil. Mr. Lerner is graduated in Mechanical Engineering from Mauá and holds a post-graduate degree from CEAG/FGV and a MBA in Financial Management from FIA. Fluent in English. Worked at Laureate International Universities, Editora Abril, Grupo Tellerina – Etna e Vivara, Ultragaz, Net and Unibanco.
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Alexander Gorra
Partner, CGO (Chief Growth Officer)
Partner, CGO (Chief Growth Officer), graduate of the Wharton School of the University of Pennsylvania holding a B.S. in Economics. Mr. Gorra has over 24 years of experience in asset management, wealth management and corporate finance. Worked in a number of functions at TRUXT, ARX Investments, UBS, PlanetaVida, Corporate Finance group at Rothschild in Brazil e JP Morgan. Fluent in Portuguese and Spanish and is a US and Brazilian (naturalized) citizen.
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Henrique Lang
COO
With more than 20 years of experience in financial market, Mr. Henrique has worked at UBS, Julius Baer Family Office, Haitong, HSBC Broker and YMF Consulting. Fluent in Portuguese and English. He has as a degree in Manager from Mackenzie, MBA in Finance by INSPER and is CFP certified.
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Guilherme Sanches
Guilherme Sanches
Head of Brainvest Family Office Solutions
Guilherme is an engineer, with a master in Economics. He’s been working with wealth planning, real estate planning and governance in Brazil and abroad, servicing single family offices for the past 19 years. He was an active member of Shareholder and Investment Committees, having close relationship with family members, asset managers, banks, lawyers, accountants, insurance companies, consulting firms and has practical experience in the ESG spectrum.
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Ed Saito
Back Office Manager
Back Office Manager. Worked at Risk Office. Mr. Saito started at Brainvest as a trainee in 2009. Is fluent in English and Portuguese. He graduated in Engineering from POLI/USP.
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Murillo Alves Soares
Back Office Analyst
Back Office Analyst. Brazilian, graduated in Economic Sciences at the Pontifícia Universidade Católica de São Paulo (PUC-SP). He has six years’ experience in controlling and executing investments. Fluent in Portuguese and English, with intermediate Spanish.
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Michael Guimarães
Back Office Analyst
Brazilian, graduated in Financial Management from FMU and CPA-20 certified by Anbima. He has programming knowledge in Python and VBA for data analysis and task automation. He has 3 years of experience in the BackOffice area in controlling and executing investments. Fluent in Portuguese and intermediate English.
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Lucas Chamati
Back Office Analyst
Graduated in Production Engineering from the State University of Maringá. Obtained CPA-20 certification shortly after graduation. In 2021, he worked in the operations area at Quasar Asset Management. Now, at Brainvest, he works as a Back Office Analyst.
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Reginaldo Santos
IT Management
Regis has more than 20 years of experience in the area and worked for a long time for Ernst & Young and at Grant Thorton Brazil. Lately he was a partner of a consulting firm focused in IT also. He has a major in Computer Science and a masters in IT Management.
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Daniel Garrote
IT Analyst Jr.
Graduated in Networks and with 13 years of experience in the IT area, Daniel Garrote Garcia went through companies such as Editora Aliança, todo!, Contax, Vikstar, Detran, G&P, Stefanini (Military Police), DASA and now works at Brainvest with the position of IT Analyst Jr. Speaks Portuguese, English and basic Spanish.
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Juliano Nascimento
Financial Management
Brazilian, accountant graduated from Universidade Mackenzie, with an MBA in Business Management from FATEC/SP and graduated in Law. Winner of the 15th edition of the ABIT award (category: Accounting), he has more than 15 years of experience in managing financial routines, FP&A, auditing, processes and company restructuring. Fluent in Portuguese, English and Spanish.
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Jamile Terensi
Compliance Management
Jamile is a lawyer, graduated in Law from Universidade Presbiteriana Mackenzie and specialist in Compliance from FGV-SP. She worked as a lawyer at Trench Rossi and Watanabe and at other management companies. She is a member of the OAB Compliance group and ANBIMA’s Wealth Management group.
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Isabela Almeida
Compliance Analyst
Isabela is a lawyer, graduated in Law from Universidade Presbiteriana Mackenzie and specialist in Corporate Criminal Law from PUC-SP and Institute of Corporate and European Criminal Law – Coimbra University (IDPEE), Portugal, in partnership with the Brazilian Institute of Criminal Sciences (IBCCRIM). She worked as a lawyer at WFaria Advogados and other big law firms. She is a member of the IASP and OAB Compliance Group. She has certification at Criminal Compliance and Financial Compliance from Legal, Ethics & Compliance – LEC.
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Michelle Quirino
Administrative Assistant
Administrative Assistant. Brazilian, with degrees in Technologist in Business Administration and in Secretariat by ETESP (Escola Técnica de São Paulo). She has been working at Brainvest Wealth Management since 2011 as a Secretary.
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Ana Paula Werneck
Middle Office Manager
Middle Office Manager, Brazilian, with 15 years of experience in the financial market. Graduated in Business Administration from PUC-SP and holds an MBA in Finance from Ibmec. She worked at Banco Fibra, Credicard, Clearstream Banking and Citibank Private Bank.
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Renata Vieira
Middle Office Analyst
Renata is Brazilian, with over 12 years of experience in the financial market. He worked for 12 years at Banco Bradesco in the area of shares and custody, specializing in the management of portfolios, and is now part of the middle office team at Brainvest. She holds a degree in Business Administration from Universidade Paulista – UNIP, and speaks intermediate English.
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Carolina Tavares
Senior Relationship Manager
Senior Relationship Manager, Brazilian. Holds a BA in Business Administration from UFRJ. Mrs. Tavares has 14 years of experience in wealth management, having worked in Sao Paulo for UBS, Banco Pactual and Credit Suisse Hedging – Griffo. She is a CFP® professional since 2013, fluent in Portuguese, English and Spanish.
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Bruna Solar
Junior Relationship Manager
Junior Relationship Manager. Brazilian, graduated in International Marketing from Edenz NZ Business Academy (Auckland / NZ) and graduated in Marketing from Anhembi Morumbi University. She worked for 5 years at G5 Evercore and is now part of the Brainvest team. Bruna also holds an MBA in Foreign Trade Management and International Business from FGV / SP. Fluent in Portuguese, English and Spanish.
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Mariana Walckiers
Senior Relationship Manager
Senior Relationship Manager. Brazilian, graduated in Civil Engineering from UFRJ and MBA in Business Management from FGV. She has 15 years of experience in Wealth Management, having worked at Banco Pactual / BTG Pactual and TNA Gestão Patrimonial. Mariana has been designated CFP®, Certified Financial Planner, since 2012. Fluent in English and with intermediate Spanish.
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Maria Rita Lazzarini
Senior Relationship Manager
Brazilian, graduated in Law by FAAP and Business Administration by FECAP. She has 17 years of experience in Wealth Management and had worked at UBS Bank, BTG Pactual and BNP Paribas. She has CFP® (Certified Financial Planner) designation since 2018. Fluent in English.
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Marcelo Ribeiro
Relationship Manager
Professional in the financial sector with more than 25 years of experience in advisory activities, fund and portfolio management, structuring of financial products and customer relations. With extensive experience in the development and management of Wealth Management companies and Brokers and Dealers of Bonds and Securities. He worked in large financial institutions such as: BankBoston, Citi, Bank of America Merrill Lynch, Royal Bank of Canada, Azimut Brasil Wealth Management and Julius Baer Family Office was acting as Private Banker of the Ultra-High-Net-Worth segment.
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Ruhan Ferreira
Relationship Assistant
Graduated in Production Engineering from Universidade Presbiteriana Mackenzie and post-graduated in Financial Administration from Insper. Ruhan began his career in 2015 in Institutional Treasury and later in the Equities & Fixed Income Distribution area at Banco Itaú BBA. In 2021 he joined the Julius Baer Family Office acting as Junior Private Banker of the Ultra-High-Net-Worth segment.
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Lucca Michelon
Intern
Brazilian, Business Administration student at Fundação Getúlio Vargas in São Paulo (FGV – SP), fluent in English. Works as an intern in the commercial area.
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Vitória Linhares
Middle Office Analyst
Vitória has 6 years of experience working at Itau Unibanco, with client agency and bank accounts, spending the last year taking care of communications in the Private Bank area between Miami, Brazil and Switzerland. She has experience with customer service, investment banking, account maintenance and extensive experience with administrative organization. Before working with Itaú Unibanco, she also spent a period at Credit Suisse as an Investment Banking assistant and also worked in the Sports Marketing sector at Dass Nordeste. She holds a bachelor’s degree in International Relations from the Pontifica Universidade Católica de São Paulo and a degree in Financial Market from Yale University. She is Brazilian and speaks English, Portuguese and Spanish.
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Rodrigo Eboli
Portfolio Manager
Rodrigo Eboli, CFA holds a master’s degree in Economics and Finance from Ibmec-RJ and a bachelor’s degree in Economic Sciences from PUC-RJ. He has 17 years of experience in the financial market, having worked at BNY Mellon ARX Asset Management and Turim Multi-Family Office, where he left to be responsible for fund selection and exclusive fund management at Banco Brasil Plural. He was a founding partner and Managing Director of Triar Gestão de Patrimônio, a spin-off of the Private Wealth Management division of Banco Brasil Plural. Before joining Brainvest, where he works as Portfolio Manager, he was manager of exclusive funds and funds of funds at Bradesco Asset Management.
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Renzo Malagoli
Alternative Investment Analyst
Brazilian, graduated in Actuarial Science from FEA/USP and CGA certified by Anbima. He has 9 years of experience in asset management, having worked at Rio Bravo, Triar and BRAM.
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Jennifer Chi
Investment Analyst
Brazilian, graduated in Business Administration from FEA/USP and CGA certified by Anbima. She worked at Itaú BBA in Electronic Trading & Clearing Sales (Institutional Brokerage) and Commercial Banking. Fluent in Portuguese and English, with good knowledge of Chinese.
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Daniel Escamilla
Analyst
Brazilian, graduated in Production Engineering from POLI-USP and CGA certified by Anbima. He worked for 3 years at Bradesco Asset Management, where he worked in the areas of Equities Trading and Funds of Funds. Fluent in Portuguese and English.
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Roberta Pacífico
ESG Management
Brazilian, graduated in Business Administration from Insper – Instituto de Ensino e Pesquisa. He has around 5 years of experience in investment analysis, having worked at other Multi family Offices, and is currently part of the team for analyzing alternative offshore investments. Fluent in Portuguese and English.
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Carolina Sverner
Alternative Investments Analyst
Brazilian, graduated in Architecture and Urbanism jointly by USP-São Paulo and ENSA-Paris. She holds an MBA from FGV-SP and a Professional Master’s Degree in Economics from Insper with a focus on ESG and impact investing. Carolina has 12 years of experience with Wealth Management and alternative investments. Fluent in Portuguese, English and French.
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Lucas Stier
Alternative Investments Analyst
German, graduated in Economic Sciences from Insper, with a certificate in Finance from UCLA. He has 3 years of experience in Private Equity and Equity Research, having worked at Bradesco BBI and VBI Real Estate. Fluent in German, Portuguese and English.
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Leon Kadocsa
Alternative Investments Analyst
Brazilian, graduated in Economics from Insper, with one semester at Copenhagen Business School. Currently pursuing a master’s degree in Economics with an emphasis on finance at EESP-FGV. He has 6 years of experience, having started his career in the financial sector of the German multinational STILL Ltd. and then migrated to multi-assets management at Rio Bravo Investimentos, where he worked for 4 years. Fluent in German, English and Portuguese.
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Fábio Martins
Intern in ACM
International relations student at PUC-SP, with professional experience at Bradesco bank for 11 months and before that at a technology company. He is currently an intern in ACM, speaks fluent English, native Portuguese and intermediate Spanish.
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João Victor De Lazzari
Investment and IT Analyst
Brazilian and Italian citizen, graduated in Civil Engineering from Poli/USP and certified in CPA-20 by Anbima. Has advanced knowledge in Python, VBA and SQL. Fluent in Portuguese, English and with advanced knowledge in Spanish. He has been working at Brainvest Wealth Management since 2021 in the areas of Investments and IT.
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Photo de Lais Andjelic
Lais Carneiro
Fiduciary Services Relationship Manager
Lais is Brazilian, specialized in real estate financing and private banking. She holds the CA600 real estate certificate and has over 8 years of experience. Lais has a degree in Journalism and Digital Communication from Unicarioca-RJ, Brazil and has worked at Brainvest Trust, Itaú Personnalité, Credipronto, Bruno & Mello Consultoria, Construtora Rossi and Construtora Tenda. She is fluent in Portuguese, English and has good knowledge of Spanish and German.
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Rodrigo Faro
EUA CEO
Born in Rio de Janeiro, and raised in London, Rodrigo graduated from the University of Warwick (UK) with a BSc in Economics and began his career at Goldman Sachs Private Wealth Management in London and Miami, covering France, Portugal and Brazil respectively. In 2004 he returned to Brazil, where for 15 years, he headed and sold a health and wellness company to a US based global wellness conglomerate. With close ties to financial markets throughout his 20 year career, today he heads our strategy for US and Latam growth. He is fluent in Portuguese, English, Italian and French.
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Ronny Spiewak
Senior Investment Advisor
Brazilian with a BA bachelor’s degree from PUC/SP and a Marketing Certificate from UC Berkeley, CA, he has been in the US since 2000. With more than 30 years of wealth management experience, he built his career at BankBoston, Itau, EFG Capital and Bank Hapoalim. Ronny joined Brainvest to stablish the US operation. He is fluent in English and Spanish.
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Luiz Pacheco
Investment Specialist
Brazilian, 10+ years of investment experience. Graduated in Civil Engineering from Universidade Federal do Paraná and has an MBA from Wayne State University. He is a CFA and CAIA charter holder and a CFP® professional.
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Nicholas Baron
Senior Investment Specialist
Nick spent the last 7 years working with JP Morgan in three of their largest markets on the east coast, New York, Philadelphia, and Miami. He brings an in-depth knowledge of public and private markets having worked in both investment banking sales and private banking for ultra-high net worth clients. His specialties include wealth strategy, public and private market investing, credit solutions, new business development and corporate strategy. Prior to JP Morgan Nick was studying to earn his degrees in Marketing and Business Management from Philadelphia University. While studying he spent his academic years playing collegiate soccer and volunteering in his local community with various organizations for social and environmental causes. He is a US citizen that speaks English and enjoys fine art, sports, reading, and living a life focused on health and wellness.
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Thais Gaspar
Portfolio Manager
Brazilian. She received a BA in Business Administration from Insper – with highest honors – as well as an MBA from Fuqua Business School – Duke University with a finance concentration. Thais has an investment banking and corporate finance background, having worked both in the Brazilian and US market. Worked at Banco Fator, Greenhill & Co, J.P. Morgan, ToysRus and, in 2017, became part of Brainvest Team. Fluent in Portuguese, English, French and Spanish.
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Raquel Marin de Souza
Back Office Assistant
Back Office Assistant. Brazilian, graduated in Law from the Universidade Municipal de São Caetano do Sul (OAB 270482) and studied Finance at Profins Business School. She has extensive experience in equities operations, allocations, custody and reconciliation. Raquel worked for companies in Brazil and the United States and is now part of Team USA. She is fluent in Portuguese, English and Spanish.
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Claudio Schreier
Head of Brainvest ACM Business Development
Claudio has more than 27 years of experience in financial services, M&A, management consulting, start-ups, business development, and asset management, having worked at Itaú-Unibanco, Lycos, A.T. Kearney, Vennad Capital and Mont Blanc Asset Management. He’s been with Brainvest since 2016 and has structured and developed investments in the US (real estate equity and debt, private debt, special situations, private equity) and in Brazil (real estate debt and equity) in excess of $120M. Fluent in Portuguese, English, and Spanish. He received a BS in Industrial Engineering from University of Sao Paulo (Escola Politécnica) and an MBA from Harvard Business School.
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Elenice Dobrikow
Chief Operating Officer
Elenice spent the last 6 years working as Vice President of the Premier Banking Department at Sunstate Bank in Coral Gables. She brings over 30 years of extensive international banking experience that includes personal banking, branch management operations, BSA, compliance and regulations. Her specialties included business development of new accounts, strategic planning for clients, maintaining strict compliance standards while analyzing risks and effective team leadership. Prior to Sunstate Bank, Elenice worked for Valley National Bank, First United Bank, Republic Federal Bank, and Barclays Bank. She holds a bachelor’s degree in Foreign Languages and a MBA in International Business and E-business by FAAP – Fundacão Armando Alvarez Penteado (Brazil) / Maastricht School of Management (Netherlands). She is a Brazilian and US Citizen and speaks Portuguese, English and Spanish.