partner at lagoa investments & ae at amg capital | btg pactual expertise you need service you deserve!@ AMG Capital
Rio De Janeiro, Rio De Janeiro, Brazil
Bernar S. Mattos
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Concordia University Irvine
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FlashIntel GPTBernar S. Mattos is a highly experienced professional with 16.4 years of work experience in portfolio management, investments, banking, and private banking. He specializes in investment advisory, asset allocation, and enhancing client relationships. With a strong background in sales, understanding client needs, and tracing investor risk profiles, Bernar has worked in various roles, including Managing Partner at Black Fish AAI and Lagoa Investments Group. He has also held positions at Safra Bank and Lloyds Bank, gaining expertise in banking and financial services. Bernar is based in Rio De Janeiro, Brazil.
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Emails and Phone Numbers
About
Specialties: Investment Advisory, Asset allocation, Enhancing Relationship with Clients, Sales, Understanding Client's Need, Efficiency and Tracing Investor's Risk Profile
Work Experience
partner at lagoa investments & ae at amg capital | btg pactual expertise you need service you deserve!
Financial Services
Bernar S. Mattos's Professional Milestones
- Managing Partner (2013-04-01~): Expanding market reach by successfully expanding market share and establishing strategic partnerships.
- Vice President (2010-01-01~2013-04-01): Driving organizational expansion and profitability through strategic planning and effective leadership.
Education
Business Management,
Business,
Finance,
Bachelors
2006-2008Skill
Portfolio Management
Investments
Banking
Private Banking
Investment Advisory
Equities
Wealth Management
Financial Risk
Trading
Capital Markets
Management
Market Analysis
Crm
Asset Allocation
Credit
Financial Markets
Business Strategy
Investment Banking
Options
Fixed Income
Fx Options
Loans
Bloomberg
Derivatives
Financial Analysis
Finance
Credit Risk
Structured Products
Sales
Corporate Finance
Trade Finance
Aml
Emerging Markets
Hedge Funds
Retail Banking
Asset Managment
Teamwork
Analysis
Credit Analysis
Strategic Financial Planning
Operational Risk Management
Kyc
Securities
Mutual Funds
Commodity
Operational Risk
Bonds
Proactivity
Client Relationship Building
Certification
Colleagues
Other Named Bernar S. Mattos
Frequently asked questions
We found 2 Bernar S. Mattos's email addresses
Bernar S. Mattos works for AMG Capital
Bernar S. Mattos's role in AMG Capital is partner at lagoa investments & ae at amg capital | btg pactual expertise you need service you deserve!
Bernar S. Mattos works in the industry of Financial Services
Bernar S. Mattos's colleagues are John Landrum,Bili Schneider,Guilherme Borin
Bernar S. Mattos's latest job experience is partner at lagoa investments & ae at amg capital | btg pactual expertise you need service you deserve! at AMG Capital
Bernar S. Mattos's latest education in Concordia University Irvine
