Ricardo Sturm

Partner | Head of Private at Criteria Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
São Paulo, São Paulo, Brazil, BR
Languages
  • Inglês Full professional proficiency
  • Espanhol Professional working proficiency
Skills

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Bio

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Credentials

  • Agente Autonomo de Investimento
    CVM
    Oct, 2017
    - Nov, 2024
  • Modelagem Financeira e Valuation
    FK Partners
    Oct, 2015
    - Nov, 2024
  • CPA-20
    ANBIMA

Experience

  • Criteria Financial Group
    • Brazil
    • Capital Markets
    • 1 - 100 Employee
    • Partner | Head of Private
      • Jun 2021 - Present

  • Sheva Investimentos
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Founder
      • Jan 2017 - May 2021

      Empresa de Assessoria Global de Investimentos. Adquirida pelo Grupo Criteria. Empresa de Assessoria Global de Investimentos. Adquirida pelo Grupo Criteria.

  • Horizonte Investimentos
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Partner | Portfolio Manager
      • Feb 2016 - Dec 2016

  • Azimut Italia
    • Italy
    • Financial Services
    • 700 & Above Employee
    • Associate - Private Banker
      • Jan 2015 - Jan 2016

      Specialized in asset allocation, wealth management and financial planning Specialized in asset allocation, wealth management and financial planning

  • Santander
    • Spain
    • Banking
    • 700 & Above Employee
    • Asset Management - Private Banking
      • May 2012 - Jan 2014

    • FX Trader
      • Dec 2009 - May 2012

  • ADH Invest - Multi Family Office
    • São Paulo e Região, Brasil
    • Analyst
      • Oct 2006 - Dec 2009

      - offshore investment portfolios - Financial planning and advisory - Prospecting, attracting and maintaining customers - offshore investment portfolios - Financial planning and advisory - Prospecting, attracting and maintaining customers

Education

  • Pontifícia Universidade Católica de São Paulo
    Bacharel em Ciencias Economicas, Economia
    2005 - 2010

Community

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