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    Luiz Pacheco

    Highly accomplished Investment Professional with extensive experience in the portfolio management, investment analysis, portfolio management, and client relationship management.

    Luiz Pacheco is an accomplished investment professional currently serving as a Partner at Itaú USA, based in Miami, Florida. He has a robust background in portfolio management and investment analysis, with over 12 years of experience in the financial sector. Pacheco's career began in Curitiba, Brazil, where he worked with Inva Capital, eventually establishing the firm's U.S. presence.

    Education and Credentials

    Pacheco holds an MBA from Wayne State University and has a background in Civil Engineering from Universidade Federal do Paraná. He is also a holder of several prestigious certifications, including:

    • Chartered Financial Analyst (CFA)
    • Chartered Alternative Investment Analyst (CAIA)
    • Certified Financial Planner (CFP®)
    • Financial Risk Manager (FRM)
    • Certificate in ESG Investing from the CFA Institute

    Professional Experience

    At Itaú USA, Pacheco focuses on alternative investments, managing a portfolio that exceeds USD 200 million. His previous role as a Partner at Inva Capital involved creating tailored investment strategies and building strong client relationships, which contributed significantly to the firm's growth. His success is underscored by the nomination of his Private Credit fund as a finalist for the Hedgweek US Emerging Manager Awards in 2023.

    Pacheco's commitment to understanding client needs and fostering genuine relationships has been a cornerstone of his professional philosophy, leading to increased client satisfaction and business success throughout his career.123

    Highlights

    Luiz Augusto Baasch Pacheco - Broker at ITAU INTERNATIONAL ...
    [PDF] Luiz Augusto Baasch Pacheco - SEC.gov

    Related Questions

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    Location

    Miami, Florida, United States