marcelo cotrim
Male
Bio

Investment professional with more than twelve years of experience in multi-cultural business settings, having worked for global financial institutions in New York, Miami and Rio de Janeiro. Broad contact network of investors, policy makers, and the financial and business communities in Emerging Markets, the USA and Europe, having extensively visited investors throughout Brazil during the last few years. Strong track record in developing and implementing profitable strategies on a full spectrum of investments, including cash management, equities, fixed income, FX, derivatives, alternative investments, commodities, real estate and private equity. Proficient in assessing economic and financial risks, based on accurate fundamental analysis and deep understanding of financial markets. Profound knowledge of the US and Brazilian financial markets, with extensive client facing and trading experience. Series 7 and CPA 20 Licensed. Seasoned project manager, with experience coordinating different department efforts including IT, legal and compliance, both in the US and Europe, on a large scale implementation project of a web-based analytical and investment proposal software. Excellent communicator in English, Portuguese and Spanish. Specialties Experience in developing long-term trustworthy client-relationships Expertise in construction of risk managed portfolios

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