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Investment Advisor N/A
Investment Advisor N/A
New mentor!
Member since 2026
  • São Paulo
About the mentor

Over the past ten years, I've built and led offshore investment operations from scratch, twice, at two different wealth management firms, growing from analyst to partner along the way. At We Capital, I joined as the firm's first dedicated offshore professional and developed the entire area from the ground up: manager selection across liquid and illiquid strategies, contributing to portfolio construction and strategic asset allocation, proprietary vehicle management, and all operational infrastructure (fund administrators, custodians, legal counsel, RTAs). By the time I left, I was Partner and PM of the firm's proprietary offshore vehicles. At ASA Investments, I replicated that build for Alberto Safra's global investment firm — setting up Cayman structures, coordinating across all service providers, and providing offshore investment expertise for Wealth Management clients. What drives me today is the intersection of deep investment expertise and technology. I believe the future of wealth management is being written right now, and I want to be part of building it.

Expertise
  • Private Equity
  • Hedge Fund
  • Venture Capital
  • Investment Advisor
  • Private Credit
  • Real Estate
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Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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