Dino Lauria Ubatuba de Faria
Partner/co-founder at Guará Multi Family Office Gestora de Recursos- Claim this Profile
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Português Native or bilingual proficiency
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Inglês Native or bilingual proficiency
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Espanhol Professional working proficiency
Topline Score
Bio
Credentials
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PQO
ancorNov, 2012- Sep, 2024 -
ancord agente autônomo de investimentos
ancorJan, 2009- Sep, 2024 -
CPA-20
ANBIMA Certificação e EducaçãoMar, 2013- Sep, 2024
Experience
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Guará Multi Family Office Gestora de Recursos
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Brazil
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Financial Services
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1 - 100 Employee
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Partner/co-founder
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Jan 2022 - Present
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Bifröst
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Argentina
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IT Services and IT Consulting
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1 - 100 Employee
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Co-founder and CEO
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Nov 2017 - Present
Idealiser and co-founder of the Bifröst financial services. A company that aims to develop a platform to connect wealth managers and clients more easily. Going against the trend of automatization the company objective is to enhance human interaction in the financial market. Idealiser and co-founder of the Bifröst financial services. A company that aims to develop a platform to connect wealth managers and clients more easily. Going against the trend of automatization the company objective is to enhance human interaction in the financial market.
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Lince Investimentos
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Brazil
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Investment Management
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1 - 100 Employee
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Founder and CEO
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2008 - Sep 2022
Responsible for fixed and variable income product investment, open capital company fundamental andtechnical analysis, profitability/risk analysis, diversified investment portfolio development and teammanagement.
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Founder and CEO
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Jan 2008 - Jan 2022
Despite the international financial market crisis, Lince Investimentos has grown from 1MM “reais” to 25MM“reais” in customers´ assets, which represents a real growth of 2500% over the past five years. Such figureswere achieved due to a sharp increase in both the number of clients and the amount of investment per client.
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Education Area Manager
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2009 - 2010
Responsible for team work management, lecture organization, budget control, participant data collection and data organization, commercial strategy development, workshop and course development, and lecturing.
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Lecturer and Trainer
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2008 - 2010
Guest speaker at both the Federal University of Rio Grande and Anhanguera University lecturing forEconomics, Business Administration and Law students on “How to invest in the stock market” – a lecturewith emphasis on technical analysis and macro-economic environments.
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XP INVESTIMENTOS
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Brazil
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Financial Services
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700 & Above Employee
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Course Developer and Lecturer
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2008 - 2010
Perfomed and developed training course syllabuses and lectures for Lince Investimentos working in partnership with XP Educação the most successful Brazilian finance teaching school for beginning investors: Learn how to invest in the stock market The 7 most successful strategies in the stock market Technical analysis of stocks Fundamental analysis of stocks Options How and where to invest Personal finance Zurich axioms Long and Short and leveraged operations Structured operations with options Technical analyses for day trade
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Self-employed Capital Investor
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2006 - 2008
Operated in the stock market performing activities that ranged from simple stock trading to high level risk taking operations and options market structure strategy building. Operated in the stock market performing activities that ranged from simple stock trading to high level risk taking operations and options market structure strategy building.
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Office clerk
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2002 - 2005
Provided support services in the areas of human resources, administration and finance by meeting supplier and client needs, providing and receiving information about products and services, organizing and filing documents and performing general administrative services. Provided support services in the areas of human resources, administration and finance by meeting supplier and client needs, providing and receiving information about products and services, organizing and filing documents and performing general administrative services.
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Education
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Insper Instituto de Ensino e Pesquisa
Short Course, Compliance -
University of Glasgow
Master of Arts - MA, Business/Managerial Economics -
University of California, Berkeley
International Diploma Program, Finance