Felipe Gualberto

Felipe Gualberto, CFP®, CGA, currently serves as a Specialist in Investments at Itaú Unibanco, focusing on wealth management since June 2022. Prior experience includes roles as a Relationship Manager at GCS CAPITAL and Investment Advisor at Zahl Investimentos, where Felipe specialized in investment strategies for both individuals and businesses. In earlier positions, Felipe coordinated product availability at Natura and managed demand planning at The Estée Lauder Companies and VF Corporation, emphasizing strategic alignment and operational efficiency. Felipe holds multiple MBAs in Financial Investments and Business Management from the Instituto Brasileiro de Mercado de Capitais, as well as a Bachelor's degree in Administration with a focus on International Trade from Universidade Paulista.