Trinidad has over 30 years of experience at major institutions such as PepsiCo, Promon Engenharia, and Meliá Hotels. In the past 19 years, she worked at major banks Credicard, Citibank, and Itaú Personnalité as executive secretary. She holds a degree in Physical Education and has been a Financial Partner at Davos since November 2025.

Financial Partner at Davos. He is pursuing a Bachelor’s degree in Economics at Mackenzie Presbyterian University and previously built his professional experience in corporate finance within the Strategy and Transactions practice at Grant Thornton Brazil, focusing on business valuation, financial feasibility studies, and financial analyses for mergers and acquisitions (M&A). He has additional training in financial modeling, strategic planning, artificial intelligence for business, and financial markets. His approach combines analytical rigor and strategic thinking to help clients build long-term wealth solutions aligned with their financial goals.

With a degree in Economics, a postgraduate specialization in Finance from FAE and an MBA in Corporate Finance from UFPR, he brings 35 years of experience in the financial sector, working with mid-sized and large companies. His career includes roles at ABN Real, Santander, HSBC and Itaú. In 2025, he joined Davos as a Financial Partner.

Lucas is an Economics undergraduate at Universidade Presbiteriana Mackenzie. He interned at Gamma Capital | XP Investimentos, working in Strategy Allocation and Commercial, focusing on fixed income allocation, client prospecting, and relationship management. He is a member of Mack Finance, the university’s finance league, in the Equity Research division, producing fundamental analyses and investment theses. He has been a financial partner at Davos Financial Partnership since July 2025.

CFP Certified, Gabriel holds a degree in Financial Management. He began his career in the technology market and transitioned to the financial market in 2020, working as a banker in the Private and Wealth Management divisions at EQI Corretora. Since February 2025, he has been a Financial Partner at Davos.

Silvia is an economist with over 25 years of experience in the financial market, specializing in credit granting for Small, Middle, and Corporate segment companies. She worked for 19 years at Itaú, leading the credit analysis and investment management team. She was an asset specialist and backoffice coordinator as a partner at Sirius Finance. In 2025, she became a Financial Partner at Davos.

Daniel holds a degree in Mechanical Engineering, with a postgraduate degree in Finance from FGV and an International MBA from FEA-USP. With over 25 years of experience in the financial market, he has worked at major institutions such as Citi, Itaú, and Safra. He has in-depth knowledge of the Small and Medium Enterprises segment, specializing in investment advisory for companies and entrepreneurs. His last position was as CEO of Sirius Finance, a financial solutions firm he founded. In 2025, he became a managing partner at Davos.

Christopher holds a degree in Business Administration and has over 25 years of experience in the financial market. With a solid 23-year career in banking institutions, the last 13 years have been dedicated to corporate banking, focusing on credit operations, including Home Equity, Structured Credit and Consórcio. In his last position, he worked in corporate credit at Sirius Finance. In 2025, he became a partner at Davos.

Regis has over 30 years of experience in the financial market, having worked in the Middle Market and Corporate segments at banks such as Citibank, Banco Safra, Banco Votorantim, Banco Alfa, Banco Santander, and Banco Bradesco. He holds a degree in Economics from PUC-SP, a postgraduate degree, and expertise in financial company restructuring.He has been a Financial Partner at Davos Financial Partnership since October 2024.

MBA in Economics from FGV-RJ and almost four decades of experience in the financial market. Fatima began her career at Citibank in 1987. She has worked in several financial institutions in the affluent segment, and in 2024, left Banco Safra to become a Financial Partner at Davos Group.

CFP certified, Rodrigo earned a degree in Business Administration at Insituto Metodista Bennett and Executiva MBA in finance from IBMEC. He has over 25 years of experience in financial markets, focusing on Private Banking, having worked at Itaú-Unibanco and Credit Suisse. He has been a financial partner at Davos Financial Partnership since August 2024.

Mariana holds a degree in Marketing with an MBA in Business Management from FGV-RJ. She has over 18 years of experience in the Financial Market and Wealth Management. She has worked at Unibanco, Santander, and Itaú Private Bank, where she spent 16 years. She has been a Financial Partner at Davos Financial Partnership since march 2024.

Eduardo earned a degree in Economy at PUC-RJ. He has over 30 years of experience in financial markets, having started his career as a Management Trainee at Citibank in New York in 1981. Eduardo worked as a Director responsible for client relationships in the Corporate and Private areas located in São Paulo, Rio de Janeiro and Miami. After 37 years dedicated to Citibank, He has been a Senior Financial Partner at Davos Financial Partnership since December 2023.

Renata has a degree in Economics at PUC-SP, a BA in International Economics at Harvard and an MBA in Sales at ESPM. She started her career at Citibank, where she remained for over 20 years, always focused on serving High Net Worth and Private clients, acting in the areas of local and international investments, performing the activities of Advisor and Banker. During her career, she worked at XP Inc and was a co-founded Partner at Étre Investimentos. She has been Senior Financial Partner at Davos Financial Partnership since September 2023.

CFP Certified, Felipe has a degree in Business Management from Mackenzie and an MBA in Tax Planning from FGV. He has more than 20 years of experience in financial markets, having developed his career focusing on International Products and Private Banking. He worked at Citibank for 7 years. Since 2012 He became an Independent Advisor, dedicated to investment solutions, succession and tax planning. He was a co-founded Partner at Étre Investimentos and He has been Senior Financial Partner at Davos Financial Partnership since September 2023.

CFP certified, André has a degree in Business Management from USJT and a graduate degree in Investment Products and Risk Analysis at FIA-USP. He worked at Febraban, Bradesco Bank, Citibank and XP Inc for 14 years, dedicated to Local and International Investment areas, always focusing on Private and High Net Worth clients. He was a co-founded Partner at Étre Investimentos and He has been Senior Financial Partner at Davos Financial Partnership since September 2023.

Wanderson is a Management Process student at UNINOVE. He had experience as a Sales Consultant at Nextel and Motorola. In the past 02 years he worked as a Sales Manager at Stone. He has been an Associate at Davos Financial Partnership since March 2023.

Jéssika earned a degree in Civil Engineering from Faculdade de Tecnologia e Ciências de Itabuna. She has over 10 years of experience in Retail Business working as a sales manager. She has joined the XP Advisors Program in 2022 for career transition and she has been an Associate at Davos Financial Partnership since March 2023.

Febraban and ABO Ombudsman Certified, Salete holds a graduate degree in Business Management and Marketing from FAAP. She has over 30 years of experience in financial markets, focusing on customer services, process improvement and Ombudsman. She held for 4 years at Febraban Commitee the position of Ombudsman Director. Salete worked for 28 years at Citibank. Her last position was Ombudsman and CEO at CitiEsperança. At Itaú-Unibanco she worked last 3 years as Ombudsman. She has been a Financial Partner at Davos Financial Partnership since April 2022.

CFP® certified, Adriano holds a BA in Business Management with a MBA in Finance from FGV. He has over 30 years of experience in financial markets, focusing on private banking, having worked at several banks such as Credit Suisse, Citibank, Santander, Itaú-Unibanco and Merrill Lynch. His last 8 years position was at Merrill Lynch Miami as Vice President International Wealth Advisor. He has been a Regional Financial Partner at Davos Financial Partnership and Registered Representative at XP Investments US LLC, since September 2022.

Claudia has a BA in Business Administration at Florida International University, Miami, FL. She has over 27 years of experience in financial markets, based in US, focusing on wealth management and private banking, having worked at several banks such as Lloyds TSB, BankBoston, Itaú-Unibanco, HSBC and Santander. She has been a Regional Financial Partner at Davos Financial Partnership and Registered Representative at XP Investments US LLC, since September 2022.

Fernanda has a BA in Strategic Planning at Universidade Nove de Julho. She has over 15 years of experience in financial and insurance markets, working for large companies such as Citibank, Informa Exhibitions and Walmart. Fernanda has been a Financial Partner at Davos Financial Partnership since December 2022.

Sandra earned a degree in Accounting at Centro Universitário de Curitiba. She has over 21 years of experience in financial markets, having worked at Bradesco and Santander banks. In the past 08 years, Sandra focused her career on wealth management clients. She has been a Financial Partner at Davos Financial Partnership since February 2022.

CFP® certified, Paula earned a degree in Business Administration and a MBA in Business Management from FIA, with a period abroad at University of La Verne. Founder Partner at Fenix Invest, she has over 23 years of experience in financial markets, having started her career as a Management Trainee at Banco Sudameris. Paula also worked at Itaú-Unibanco and Citibank. At Citi, she worked as a Private Banker and an Investment Counselor more than 12 years. She has been Financial Partner at Davos Financial Partnership since April 2022.

Julio has a BA in Business Management from Fundação Escola e Comércio Álvares Penteado and an Executive MBA from FGV-SP. He has over 20 years of experience in financial and insurance markets, having worked at Citibank, Willis Towers Watson and Itaú-Unibanco. His last 10 years was dedicated to insurance market, holding strategic positions and leading product and commercial teams focused on wealth planning for HNW and Corporate clients. He has been a Financial Partner at Davos Financial Partnership since February 2022.

Sandra earned a degree in Economy at Fundação Santo Andre and a graduate degree in Finance from FAAP. She has over 23 years of experience in financial markets, having worked at several banks such as Unibanco, Sofisa Bank, Pine and last Citibank for more than 10 years, focused her career on credit lines approval for Small, Middle and Corporate Companies. Sandra has been a Financial Partner at Davos Financial Partnership since November 2021.

Cecilia has a degree and a graduate degree in Nutrition from Faculdade de Saúde Pública – USP. In the past 13 years, she focused her carrer in financial markets, having worked with wealth planning for HNW clients. Cecilia worked at Prudential do Brasil for 08 years and XP Private for 04 years. She has been a Financial Partner at Davos Financial Partnership since June 2021.

Marcelo is a lawyer who holds a MBA in Finance from FGV. He has over 30 years of experience in financial markets, having worked at several banks such as Itaú-Unibanco and Vototantin Asset Management. Marcelo worked as a Equities Sales Trade at Itaú-Unibanco for 10 years. His last position was at Votorantim Asset Management as head of equities sales desk. He has been a Financial Partner at Davos Financial Partnership since December 2021.

CFP® certified, Mariana earned a degree in Economy at UFRJ and a MBA in portfolio management from IAG PUC-RJ. She has over 15 years of experience in financial markets, focusing on private banking, having worked at several banks such as ABN AMRO, Santander and Itaú-Unibanco. In the past 11 years Mariana worked as a Private Banker at Itaú-Unibanco. She has been a Financial Partner at Davos Financial Partnership since December 2021.

Emerson holds a BA in Business Management from UniSantaCruz-PR and a MBA from Faculdade Curitiba. He has over 30 years of experience in financial markets, having worked as Middle Market and Corporate relationship manager in banks such as Itaú-Unibanco, Cruzeiro do Sul, Citibank, Votorantim and Safra. He has been Financial Partner at Davos Financial Partnership since May 2021.

CFP certified, Ronan holds a BA in Business Management from FURB and a MBA from Insper. He has over 13 years of experience in financial markets, focusing on wealth management and private banking, having worked at several banks such as Santander, Citibank and Itaú-Unibanco. At Santander bank, he worked for 06 years in equities market, supporting his clients on his trades. He has been Financial Partner at Davos Financial Partnership since June 2021.

Luciano holds a degree in Mathematics from UFPR and a graduate degree in Finance from FAE. He has over 30 years of experience in financial markets, having worked at Treasury and Operations Desk at Bamerindus and Unibanco Banks. In the past 20 years Luciano led teams focused on Middle Market and Corporate relationships in banks such as Itau-Unibanco, Safra, Citibank and ABC Bank. He has been a Regional Managing Partner at Davos Financial Partnership since January 2021.

Katia has degrees in Business Management and Interior Design, with a graduate degree in Business Management and an executive MBA from COPPEAD-RJ. Katia has more than 30 years of experience in financial markets focusing on wealth management. She started her career as a trainee at Citibank, where she worked in the commercial area, as well as the planning, controls, and team management departments. Her last position at Citi was as director at Citigold Private. She has been a Managing Partner at Davos since October 2018.

CFP® certified, Thiago earned a degree in Industrial Engineering at UFSCar and a MBA in Retail Management from FIA, with a period abroad at Youngstown State University. He started his career as a Management Trainee at Citibank and had over 10 years experience in the consumer, corporate and private banking areas, becoming Regional Superintendent at Citigold Private until March 2018, when he co-founded Davos Financial Partnership.

CFP® certified, Sergio earned a degree in Economy at PUC-SP and a MBA in Finance from IBMEC. He has over 25 years of experience in financial markets, having worked at several banks, such as Unibanco, BankBoston and Itaú. Sergio focused his career developing local and offshore structures for loans and derivatives in order to support Middle Market, Corporate and Large Corporate companies. His last 12 years position was at Citibank Brazil as Director at Corporate Desk. Sergio has been a Managing Partner at Davos Financial Partnership since September 2020.

Eduardo holds a BA in Finance from FGV-SP and a BA in FX and Derivatives. He has over 20 years of experience in financial markets, having worked as Middle Market, Corporate and Large Corporate relationship manager in banks such as Bradesco, Citibank and Daycoval. He has been a Financial Partner at Davos Financial Partnership since October 2020.

CFP® certified, Mariano is a lawyer who holds a graduate degree in Project Management from FGV. He has over 20 years of experience in financial markets, focusing on wealth management and private banking, having worked at several banks such as Itaú-Unibanco, HSBC, Safra and Votorantim. He has been a Financial Partner at Davos Financial Partnership since October 2020.

Alvimar has degrees in Civil Engineering from AEVA and Economy from FACPERJ. He has over 30 years of experience in financial markets, having worked as Middle Market, Corporate and Large Corporate relationship manager and team manager in banks such as Nacional Bank, BankBoston, Citibank, Daycoval and Original. He has been a Financial Partner at Davos Financial Partnership since September 2020.

Mariana has a graduate degree in Economy from PUC-SP. She has over 20 years of experience in financial markets focusing on wealth management and private banking, fulfilling relevant roles at Itaú-Unibanco and Santander banks. Mariana has been a Financial Partner at Davos Financial Partnership since April 2020.

Luis has a degree in Business Administration from PUC-SP and a degree in Product Design from FAAP. He has over 08 years of experience in financial markets, having worked at FX and Derivatives desks at Citibank and Itau-Unibanco. Luis has been a Financial Partner at Davos Financial Partnership since March 2020.

Zeneide has a graduate degree in Law and Accounting. She has 33 years of experience in financial markets, having worked for 15 years at HSBC Bank as a Corporate Relationship Manager and Local and International Sales Cash Management Manager. She also worked at Credit Commercial de France Bank and Safra Bank. Zeneide has been a Financial Partner at Davos Financial Partnership since January 2020.

CFP® certified, Tônia is a lawyer who holds a MBA in Derivatives and Risk from FGV. She has more than 30 years of experience in financial markets, having worked at Itau-Unibanco, Deutsche Bank, BankBoston and Lloyds Bank. During the last 20 years she has worked with high net worth clients, private banking, as well as managing a team of investment advisors prior to joining Davos Financial Partnership as a Financial Partner in December 2019.

Sassoon has over 30 years of experience in financial markets working with high net worth clients. In the past 20 years he worked at major banks such as BankBoston, Lloyds Bank, Itaú Bank and Goldman Sachs as a private banker. Sassoon has 8 years of international experience at Republic National Bank, Prudential Securities and Lehman Brothers, in NY. He has been a Financial Partner at Davos Financial Partnership since March 2019.

Ricardo holds a BA degree in Business Management from EAESP/FGV and a graduate degree in Finance and Banking from Fundação Getúlio Vargas. He has 20 years of experience working in asset management (Itaú Bank and Ibiúna Asset Management) as well as treasury (MacQuarie Bank, Unibanco and Citibank), focusing on equities and derivatives. Ricardo has solid experience in national and international markets, having worked as a Sales Trader and Head of Equities at Citibank for 7 years before he joined Davos Financial Partnership in October 2018.

Marcia has a degree in Advertising with a graduate degree in Marketing. She has 19 years of experience working in financial markets, fullfilling relevant roles in insurance and pension funds at Icatu and Alfa Bank. Since 2004, she has been a private banker at several banks and family offices, such as Votorantim Bank, TAG, Royal Bank of Canada, Safra Bank and XP Private.

CFP® certified, Luis has a degree in Business Administration from Insper. He has experience in financial advisory, having worked for more than 5 years at Laeco Asset Management. He has been a Financial Partner at Davos Financial Partnership since December 2018.

CFP® certified, Fernando has a BA in Business Administration from UNESP, with over 18 years of experience in financial markets, both local and international. He started his career as a management trainee at HSBC and focused in private banking. He worked at BNP Paribas Brazil and for 2 years at BNP Switzerland. Fernando was a private banker at XP Private prior to joining Davos as a Financial Partner in March 2019.

CFP® certified, Caroline earned a MBA in Marketing at Unisinos and a MBA in Financial Markets at São Judas Tadeu University. She worked at HSBC, Citibank and Itaú-Unibanco as a private banker. Caroline has been a Financial Partner at Davos since January 2019.

CFP® certified, Valmir is a business manager who holds a MBA in Marketing from ESPM. He has been developing his career in private banking since 1993, having worked as private banker and team manager in banks such as Citibank, Lloyds Bank, Itaú, Safra and Santander. He has been a Senior Financial Partner at Davos since May 2018.

Valdeni has a degree in Architecture with a MBA in Marketing from FGV. She has more than 25 years of experience in financial markets, having developed a career focusing on private banking. She worked at Citibank for more than 20 years, both in local and international markets, and joined Davos Financial Partnership as a Senior Financial Partner in June 2019.