Luciana Braga Thome, CFP®
Wealth Management at Julius Baer Family Office- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Brazil, BR
Languages
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English -
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Portuguese Native or bilingual proficiency
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Credentials
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CERTIFIED FINANCIAL PLANNER
IBCPF - Instituto Brasileiro de Certificação de Profissionais Financeiros
Experience
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Julius Baer Family Office
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Brazil
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Investment Management
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200 - 300 Employee
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Wealth Management
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Aug 2021 - Present
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Single Family Office
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Sao Paulo, Brazil
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Financial Advisor
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Sep 2020 - Jan 2022
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GGP Family Office
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Brazil
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Financial Services
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1 - 100 Employee
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Partner
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Dec 2019 - Sep 2020
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FREC Participacoes Ltda (Single Family Office)
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São Paulo Area, Brazil
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Director
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Apr 2010 - May 2019
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Itaú Unibanco
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Brazil
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Banking
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700 & Above Employee
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Private Banker
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Jun 2006 - Apr 2010
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Guggenheim Partners
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United States
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Financial Services
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700 & Above Employee
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Relationship Manager
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Jan 2004 - Jan 2006
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Senior Private Banker
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Jan 1999 - Jan 2004
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BANCO CCF BRASIL
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São Paulo Area, Brazil
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Personal Banker
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Jan 1997 - Jan 1999
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Lloyds Bank Private Banking
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Banking
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100 - 200 Employee
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Assistant Manager
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Jan 1994 - Jan 1997
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Education
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1992 - 1996
Pontifícia Universidade Católica de São Paulo
Bachelor’s Degree, Business Administration and Management, General -
2001 - 2002
School of Economics, Business and Accounting at the University of São Paulo
Master of Business Administration (M.B.A.), Finance, General -
1999 - 1999
Fundação Getulio Vargas
GV-PEC, Banking, Corporate, Finance, and Securities Law
Community
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