About
18 years in private banking and a finance professor; holds CFP and CGA credentials with expertise in portfolio management, offshore investments and estate/succession planning.
Experience
- Portogallo Family OfficePartnercurrent2025 — present
- Banco do BrasilUHNWI Advisory | Private Banking Senior Consultant2013 — 2025Sao Paulo
- Banco do BrasilMass Affluent Senior Consultant2010 — 2012
- Banco do BrasilMass Affluent Segment Specialist2008 — 2010
- Banco do BrasilPrivate Banking Jr Specialist2007 — 2008
- Banco do BrasilFront Office / RM2002 — 2007
Education
- Passed Level I of the CFA Program2015
- FIAPós Graduação em Finanças Corporativas e Investment Banking2013 — 2015
- USP - Universidade de São PauloMaster of Business Administration (M.B.A.), Economics2009 — 2010
Skills & more
Strategic PlanningMicrosoft ExcelPowerPointPrivate BankingWealth ManagementFamily OfficeBusiness PlanningBalanced ScorecardValue PropositionsSegmentationFinancial & Operational ModelingCRM
+12 more
Financial PlanningInvestmentsBusiness IntelligenceImpact InvestingBusiness StrategyFinancial MarketsFinancial AnalysisBankingInvestment ProjectsSegmento PremiumPrivate Banking SoftwaresEstratégia empresarialLanguages English
- CGA — ANBIMA
- CEA - Certificação de Especialista em Investimentos ANBIMA — ANBIMA
- Certified Financial Planner - CFP — Planejar Associação Brasileira de Planejamento Financeiro
From Feliphe's professional profile.
Colleagues at Portogallo Family Office
Alexandre Schwartsman
Conselho Consultivo at Portogallo Family Office
Carlos Alberto Teixeira de Oliveira
Conselho Consultivo at Portogallo Family Office
Dhavi Vital
Analista Financeiro Jr. / Diretor de Compliance at Portogallo Family Office
Eduardo Leite
Sócio at Portogallo Family Office
Eduardo Sampaio
Conselho Consultivo at Portogallo Family Office
Gabriel Safdie
Conselho Consultivo at Portogallo Family Office
Hilton Fuks
Consultor at Portogallo Family Office
João Vitor
Colaborador at Portogallo Family Office
Frequently asked questions
- Where does Feliphe Pereira work?
- Feliphe Pereira is Sócio at Portogallo Family Office.
Same school
Also attended USP - Universidade de São Paulo103
Alexandra DubarInvestor at DaphniMichel AbadiManaging Partner at Maverick Ventures IsraelBruno YoshimuraCo-founder and General Partner at Onevc Venture Partners LlcGustavo RibasInvestor at KfundPaulo VerasInvestor at MatterScale VenturesRomero RodriguesInvestor at Headline
+ 97 more
Shared employers
Also worked at Banco do Brasil7
Thiago AyresBusiness Angel at REDangelsAntónio Mello CampelloCo-Founder & Partner at BlueCrow CapitalDarllan BotegaAssociate at FEA AngelsEdson Rogerio da CostaAssociate at FEA AngelsGueitiro Matsuo GensoInvestor at FEA AngelsMarcus MaioneAnalyst at Globo Ventures
+ 1 more