Cfp® Marcelo Cotrim

Marcelo Cotrim is a prominent financial professional, serving as the Founding Partner and CEO of Private Wealth - PWI AAI. He holds the Certified Financial Planner (CFP®) designation and an MBA, reflecting his extensive expertise in wealth management and financial planning.

Professional Background

• Experience: Cotrim has over 26 years of experience in the financial sector, beginning his career at Anbima, Brazil's self-regulatory organization for the financial markets. He has held significant positions at major global banks, including:
  • Vice President at JP Morgan Chase
  • Director at UBS Wealth Management.12
• Current Role: As the CEO of Private Wealth, Cotrim leads a firm dedicated to providing tailored wealth management services. His work focuses on developing strategies that align with clients' financial goals in a multicultural business environment.2

Skills and Expertise

Cotrim specializes in:

• Wealth management
• Investment strategies
• Financial planning His background includes working with diverse teams and clients, enhancing his ability to navigate complex financial landscapes.3

Education

Marcelo Cotrim's educational credentials include an MBA, which complements his professional qualifications and underlines his commitment to ongoing learning in the finance sector.1

Overall, Marcelo Cotrim is recognized for his leadership in wealth management and his contributions to the financial industry through his roles at Private Wealth and previous positions at leading banks.