Rafael Rissoni Andery, CFA, CFP®
Sócio - Investor at WHG | Wealth High Governance- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
São Paulo, São Paulo, Brazil, BR
Languages
-
Portuguese Native or bilingual proficiency
-
English Full professional proficiency
-
Italian Limited working proficiency
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Chartered Financial Analyst (CFA)
CFA InstituteSep, 2018- Nov, 2024 -
Certified Financial Planner (CFP®)
IBCPF - Instituto Brasileiro de Certificação de Profissionais FinanceirosJul, 2016- Nov, 2024
Experience
-
WHG | Wealth High Governance
-
Brazil
-
Financial Services
-
1 - 100 Employee
-
Sócio - Investor
-
Jun 2021 - Present
-
-
-
-
Garden Leave
-
Mar 2021 - Jun 2021
-
-
-
Itaú Private Bank
-
Brazil
-
Financial Services
-
300 - 400 Employee
-
Investor
-
Jan 2017 - Mar 2021
-
-
Advisor
-
Jul 2016 - Dec 2016
-
-
Senior Investment Analyst
-
Aug 2014 - Jul 2016
-
-
Wealth Management and Services Trainee
-
Jan 2014 - Jul 2014
-
-
-
GP Investments
-
Bermuda
-
Venture Capital and Private Equity Principals
-
1 - 100 Employee
-
Intern
-
Dec 2012 - Dec 2013
-
-
-
-
Director President
-
Jan 2011 - Dec 2011
-
-
Education
-
2009 - 2013
Insper Instituto de Ensino e Pesquisa
Bachelor of Science (B.S.) -
2012 - 2012
Università Bocconi
Bachelor of Science (B.S.)
Community
You need to have a working account to view this content.
Click here to join now
