At ITAÚNA CAPITAL, I manage discretionary portfolios, building and rebalancing multi-asset allocations with Monte Carlo simulation and risk budgeting. I also built the firm’s proprietary investment portal with Claude Code and Codex, automating data pipelines for performance, allocation, attribution, and manager screening.
Previously, at ETRNTY FAMILY OFFICE, I advised high-net-worth families on multi-asset portfolios and helped establish the client-services function. At JULIUS BAER, I advised ultra-high-net-worth clients across liquid and illiquid asset classes and mentored six trainees into senior roles.
