Claudia Salles

Senior Advisor, Financial Advisory & Planning & Investment Consulting at KingsRock Advisors

Claudia Salles is the founder of Vita Advisors, a registered investment advisor in Florida U.S., and a partner at Vita Investimentos, an investment advisor in Brazil. Founded in 2016, Vita Investimentos is a financial consulting boutique specializing in Financial Planning, Investment Consulting and Project Evaluation.

Vita Advisors and Vita Investimentos have a strategic alliance which allows both companies to work together in order to better serve individuals and families, both in Brazil and U.S., helping them to manage their investments and plan for the future.

Claudia worked at Deutsche Bank Brazil as a Managing Director and Head of Capital Markets in São Paulo, Brazil, from 2008 until 2014.

Before moving to the U.S., Claudia worked for almost 25 years in the banking industry focused on delivering the best solutions for large corporate clients.

Prior to Deutsche Bank, Claudia was a Senior Vice President at Lehman Brothers and at ABN AMRO Bank N.V.

Her passion has always been her client’s satisfaction built through long lasting relationships of trust.

Claudia has an Executive MBA from FAAP/ American University, and a BA from FGV in Sao Paolo, Brazil.


Timeline

  • Senior Advisor, Financial Advisory & Planning & Investment Consulting

    Current role