Marcos Yokota

Marcos Yokota, CFP®, has a diverse work experience spanning over two decades. Marcos is currently serving as the Head of Sales at Compass, a position they have held since August 2023. Prior to that, they worked as a Sales Executive at Compass from November 2021 to July 2023.

Before joining Compass, Marcos had various roles in different companies. Marcos was a Partner - Investor Relations at Persevera Asset Management from April 2019 to November 2021. Earlier, they co-founded Santa Cruz Investimentos in June 2015 and served as a Founding Partner until April 2019.

Marcos also worked at TCX Planejamento e Gestão de Investimentos as a Partner - Business Development & Sales from September 2012 to June 2015. Marcos gained valuable experience at BM&FBOVESPA, where they served as an Institutional Broker/Dealer Manager from October 2010 to April 2012, managing relationships with international and local institutional brokers/dealers.

In addition, Marcos worked at Vector Investimentos as part of the Origination, Structuring, and Sales team from July 2009 to October 2010. Marcos also served as a Sales Officer (VP) at JP Morgan Depositary Receipts Group from February 2008 to December 2008.

Marcos has an extensive background in the financial industry, with experience at Thomson Financial as a Latin America Regional Director and Southern Cone Sales Manager from 2005 to 2008. Marcos also worked as a Regional Account Director at Thomson Financial from February 2005 to June 2005.

At the start of their career, Marcos worked at Bloomberg as an Order Management Systems Sales Representative and Analyst from 1999 to 2004, serving clients in London and Scandinavia. Additionally, they were a Partner at Netcomvida from February 2000 to February 2002.

Overall, Marcos Yokota brings a wealth of experience and expertise in sales, investor relations, business development, and financial management to their current role at Compass.

Marcos Yokota, CFP®, has a Bachelor's degree in Business Administration from USP - Universidade de São Paulo, which they obtained in the years 1991 to 1995. Marcos also completed an Executive MBA at Ibmec from 2007 to 2009. In 2011, they pursued further education in Entrepreneurship at Babson College. Additionally, Marcos Yokota has obtained certifications such as the CFP® Certification from Planejar Associação Brasileira de Planejamento Financeiro in May 2022, and the Corporate Governance for Startups certification from IBGC - Instituto Brasileiro de Governança Corporativa in 2021.