Eduardo Setti, CFP™

CSO & Founder at Jera
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Contact Information
us****@****om
(386) 825-5501
Location
São Paulo, São Paulo, Brazil, BR
Languages
  • English -
  • Spanish -
  • Portuguese -

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Credentials

  • Private Wealth Management Program
    Wharton Executive Education
    May, 2023
    - Nov, 2024
  • Consultor de Valores Mobiliários
    CVM
    Jul, 2015
    - Nov, 2024
  • Certified Financial Planner
    IBCPF - Instituto Brasileiro de Certificação de Profissionais Financeiros
    Nov, 2011
    - Nov, 2024
  • CPA-20
    ANBIMA
    Aug, 2010
    - Nov, 2024

Experience

  • Jera Capital
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • CSO & Founder
      • May 2017 - Present

      Wealth Management | Multi Family Office Wealth Management | Multi Family Office

  • Perpetua Patrimônio
    • Brazil
    • Founder
      • Mar 2015 - Jul 2017

  • More Invest
    • São Paulo Area, Brazil
    • Partner
      • Oct 2013 - Feb 2015

  • UJAY Capital
    • São Paulo Area, Brazil
    • Investor Relations
      • Sep 2012 - May 2013

      Responsible for Investor Relations Responsible for Investor Relations

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Private Banker
      • Jun 2010 - Aug 2012

      Built and managed a portfolio of HNWI and private clients. Built and managed a portfolio of HNWI and private clients.

  • Philip Morris International
    • Switzerland
    • Tobacco Manufacturing
    • 700 & Above Employee
    • Trainee
      • Jan 2010 - Jun 2010

      Rotation program among PMI main departments - marketing, sales, corporate affairs. Rotation program among PMI main departments - marketing, sales, corporate affairs.

  • EffCo
    • Belgium
    • Business Consulting and Services
    • 1 - 100 Employee
    • Analyst
      • Sep 2008 - Feb 2009

      Management Consulting Management Consulting

  • Fator
    • Brazil
    • Banking
    • 1 - 100 Employee
    • Asset Management Intern
      • Aug 2007 - Feb 2008

      Asset Management Asset Management

Education

  • The Wharton School
    Private Wealth Management Program, Investments and Securities
    2023 - 2023
  • Fundação Getulio Vargas
    Barcharelor, Finance, General
    2005 - 2009
  • Universitat de Barcelona
    Exchange Program, Economics
    2008 - 2009
  • Saint Joseph's University
    2007 - 2007
  • Colégio Santa Cruz
    2002 - 2004

Community

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