Make the best decisions based on our easy and objective services. We help you consciously and assertively, according to the timing of your life and your profile. Our clients are advised by an experienced, multidisciplinary team whose goal is the appreciation of capital, focusing on long-term wealth preservation.
This professional specializing in investments is prepared to show our clients the best opportunities in different markets, always making clear what are the risks and characteristics inherent to each product.
The role of this agent is to support the investment advisor throughout the operational process and ensure greater agility and diligence to the entire process.
To the client, understand the timing of their life, and collect important data to get familiar with their profile and objectives.
The investment modalities that best suit the client’s needs and profile, making clear the risks and characteristics of each modality so that they make conscious and assertive decisions.
Account opening, investment allocation and any necessary operational procedures.
The economic scenario on a continued basis, as well as the needs and timing of the client’s life.
Meet our team
Officer - Advisory
Professor of Financial Certifications, Bachelor’s Degree in Economics from Fundação Armando Álvares Penteado, he holds the main financial market certifications for investment advice: CFP (PLANNING), CPA-20 and CEA (ANBIMA), PQO (B3) and ANCORD. Throughout his career, he has worked with Investment Advisory at major banks, such as Itaú and Safra. He became a partner of Apuama Capital in 2019.
Investment Advisor since 2010, he holds a Bachelor’s Degree in Physics and Management, MBA in Marketing, and is certified by ancord (National Association of Brokers and Distributors of Securities) and B3 (Brazilian Stock Exchange) for Operational Qualification Program (PQO). He created a blog and podcast called Entrando em Ação!
Bachelor’s Degree in Electrical Engineering, Postgraduate Degree in Finance and Investment from PUC, he acted as Financial Advisor for Bullmark Financial Group. Subsequently, he founded the Fator Financeiro Agentes Autônomos de Investimento. He has been part of Apuama Investimentos since 2020. He is certified by Ancord and accredited by CVM as an Autonomous Investment Agent (AAI) since 2017.
Bachelor’s Degree in Mechanical Engineering from Universidade Braz Cubas in Mogi das Cruzes, State of São Paulo, he began his career at Petrobras’ Engineering Project Management, where he worked for nine years. He is certified by Ancord and accredited by CVM as an Autonomous Investment Agent (AAI) since 2017. At that time, he migrated into financial markets, working at Bullmark Financial Investment Consulting. He created a blog and podcast called Trocando Ideias de Valor and is an investment advisor at Apuama Capital since 2020.
Student of Economics at Universidade Federal da Bahia (UFBA), he is acting as an Investment Advisor since 2018. Investments Specialist certified by ANBIMA (CEA), he began his career at XP Investimentos and Banco Bradesco. He is a member of Apuama’s team of advisors since 2019.