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Find your path to Feliphe
182 people in our graph can introduce you to Feliphe.
Each arrow is one introduction. Sign up to fill in the first one.
Ask Dhavi Vital to introduce you to Feliphe
You →Dhavi · together at Portogallo Family Office (2025–2026) →Feliphe
Ask Jamie Chen to introduce you to Feliphe
You →Jamie · 6 people · together at Portogallo Family Office →Feliphe
Ask Sam Okafor to introduce you to Feliphe
You →Sam · 5 people · together at Banco do Brasil →Feliphe
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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
Skills & more
+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
Frequently asked questions
- Who is Feliphe Pereira?
- 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.
- Where does Feliphe Pereira work?
- Feliphe Pereira is Sócio at Portogallo Family Office.
- Where did Feliphe Pereira go to school?
- Feliphe Pereira studied at Passed Level I of the CFA Program; FIA (Pós Graduação em Finanças Corporativas e Investment Banking); USP - Universidade de São Paulo (Master of Business Administration (M.B.A.), Economics).
Same school
Also attended USP - Universidade de São Paulo172
+ 166 more
