Carlos Filho is a highly experienced and accomplished finance professional with expertise in investment banking, asset management, and financial planning. He is currently a Socio Diretor at XP INVESTIMENTOS CCTVM S.A., one of Brazil's leading investment banks. With over 20 years of experience in the financial sector, Carlos has built a reputation as an expert in managing client relationships and delivering innovative financial solutions that meet the needs of his clients. Prior to his current role, he held several senior positions at top-tier financial institutions, including Itau Asset Management, Unibanco, and Credit Suisse.
Throughout his career, Carlos has demonstrated an exceptional ability to navigate complex market conditions and provide strategic financial advice to clients. He has a deep understanding of Brazilian capital markets and is well-versed in a range of financial instruments, including equities, fixed income, commodities, and derivatives. Carlos is committed to helping his clients achieve their financial objectives and is known for his integrity, professionalism, and dedication to client service.
Outside of his work at XP INVESTIMENTOS CCTVM S.A., Carlos is active in the Brazilian financial community, serving on the board of several industry associations. He is also a frequent speaker at financial conferences and events, sharing his expertise and insights with a wider audience.