With more than 15 years of experience in the Latin American financial markets, Felipe is currently based in Miami, leading the strategic business development of the StoneX Wealth Management franchise, through the research for and management of portfolios of high and ultra-high net worth individuals and family offices. Prior to joining StoneX in early 2020, Felipe spent 14 years at BTG Pactual, an innovative global financial firm operating as a meritocratic partnership. Felipe held several different positions at BTG Pactual, ranging from legal counsel in Rio de Janeiro, Brazil, to Head of Investor Relations in New York and, finally, Global Investor for the Private Wealth Management business in Miami. During his tenure at BTG Pactual, he learned to appreciate, value and strive for implementing a true run the extra mile, hard work and meritocratic approaches to all-things in life.
Born in Brazil, Felipe is not only a proud Universidade do Estado do Rio de Janeiro (UERJ) Law School graduate but also (and in spite of being a lawyer) a CFA charterholder.
When not working, you can find him with his wife and Chief (his golden retriever best four legged family member), or probably just playing tennis or enjoying some outdoor sport. Perhaps Felipe’s greatest joy is to inspire people to achieve their fullest potential and to believe that anything is possible, provided you are committed to setting it as your true priority. Tipping points can and do happen, but as the great NAVY SEAL quote teaches us “you don’t rise to the occasion, you sink to the level of your training”, so you better focus and give your best every single day.
Welcome to Ivy Podcast! On this Executive Leadership Podcast we interview top executives from Fortune 500 with a focus on strategy, innovation, negotiation and everything about leadership.
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