Marcos Paolozzi

Chief Investment Officer at Hieron Patrimônio Familiar e Investimento
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Contact Information
us****@****om
(386) 825-5501
Location
São Paulo, São Paulo, Brazil, BR
Languages
  • English Full professional proficiency
  • Portuguese Native or bilingual proficiency
  • French Professional working proficiency
  • Spanish Professional working proficiency

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Credentials

  • Blockchain Basics
    LinkedIn
    Jan, 2018
    - Nov, 2024
  • Blockchain: Beyond the Basics
    LinkedIn
    Jan, 2018
    - Nov, 2024
  • Learning Bitcoin
    LinkedIn
    Dec, 2017
    - Nov, 2024
  • Data Science and Analytics Career Paths and Certifications: First Steps (2016)
    LinkedIn
    Nov, 2017
    - Nov, 2024
  • Learn LinkedIn Sponsored Content
    LinkedIn
    Nov, 2017
    - Nov, 2024
  • Facebook Marketing: Advanced Advertising
    LinkedIn
    Sep, 2017
    - Nov, 2024
  • Facebook Marketing: Advertising
    LinkedIn
    Sep, 2017
    - Nov, 2024
  • Facebook for Business
    LinkedIn
    Sep, 2017
    - Nov, 2024
  • Advertising Foundations
    LinkedIn
    Apr, 2017
    - Nov, 2024
  • Portfolio Manager
    CVM
  • Securities Principal - Series 24
    FINRA - USA
  • Securities Representative - Series 7
    FINRA - USA
  • Series 63
    FINRA - USA

Experience

    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Chief Investment Officer
      • Jul 2021 - Present

    • Partner
      • Apr 2015 - Present

      Portfolio Management | Team Coaching and Development Marketing Management | Project design and implementation Portfolio Management | Team Coaching and Development Marketing Management | Project design and implementation

    • Managing Director - FI & Multi-Strategy Funds
      • Oct 2012 - Mar 2015

      Managed Fixed Income and Multi-Strategy divisions, in care of Institutional and Retail Portfolios. Moved funds from 4th to 1st quartile (97th percentile) through teamwork and a proprietary investment metodology. Managed Fixed Income and Multi-Strategy divisions, in care of Institutional and Retail Portfolios. Moved funds from 4th to 1st quartile (97th percentile) through teamwork and a proprietary investment metodology.

    • CEO, Lotus Investimentos
      • Sep 2010 - Oct 2012

      Created niche asset management company focused on quantitative trading based on a proprietary technology platform. Directed Portfolio Management, Marketing, Research, Legal and Compliance activities. Created niche asset management company focused on quantitative trading based on a proprietary technology platform. Directed Portfolio Management, Marketing, Research, Legal and Compliance activities.

    • Brazil
    • Investment Management
    • 1 - 100 Employee
    • Founding Partner
      • Mar 2007 - Aug 2010

      Co-founded independent asset management firm with products in the Macro, Equities, and Private Equity segments. Portfolio Manager, Quanti Mix Fund - Ranked #1 in its category (July 2010, 12 and 6 mo. track records) Co-Manager, Macro, Amundsen Fund - Nominated for "Best New Fund", Hedge Funds World Awards LatAm Co-founded independent asset management firm with products in the Macro, Equities, and Private Equity segments. Portfolio Manager, Quanti Mix Fund - Ranked #1 in its category (July 2010, 12 and 6 mo. track records) Co-Manager, Macro, Amundsen Fund - Nominated for "Best New Fund", Hedge Funds World Awards LatAm

  • Revivarte (non-profit organization)
    • Rio de Janeiro Area, Brazil
    • Founder
      • Apr 2001 - Dec 2006

      Revivarte developed and provided new learning experiences to underprivileged children to foster their development and potential - thereby empowering them to positively contribute to society. Revivarte developed and provided new learning experiences to underprivileged children to foster their development and potential - thereby empowering them to positively contribute to society.

    • Spain
    • Banking
    • 700 & Above Employee
    • Head of Proprietary Trading, Deputy Head Fixed Income
      • Aug 1997 - Jul 2000

      Directed divisional activities for major international bank with head offices in Madrid. Responsibilities included managing the bank’s global and emerging markets portfolios in fixed income, FX and stock indexes.

    • VP
      • Feb 1996 - Jul 1997

      Portfolio Management, Treasury

Education

  • Team Coaching International
    Team Coach
    2018 - 2019
  • Harvard University
    Marketing Management Graduate Level Certificate
  • Unisantos, MIT, NYU, NYIF, CBOE, CME

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