Felipe M. B. Whitaker has over 15 years of work experience in a variety of roles. In 2022, they became the Head of Sales and Distribution at Transfero Group, and was also an Associado Fundador at ABCVM - Associação Brasileira dos Consultores de Valores Mobiliários. From 2018 to 2021, they were the Founder & Manager of FMBW Wealth & Advice. From 2016 to 2018, they were the Director at UBS. From 2012 to 2016, they were a Wealth Management/ Private Banker at BTG Pactual. From 2009 to 2012, they were a Founding Partner at WWI Energy. From 2007 to 2009, they were a RI - Relações com Investidores at Sollus Capital. From 2005 to 2007, they were a Founding Director at Amata S.A.
Felipe M. B. Whitaker attended Pontifícia Universidade Católica de São Paulo from 1994 to 2000, where they obtained a Bacharel em Direito in the field of Direito. From 1994 to 1997, they attended FAAP - Fundação Armando Alvares Penteado, where they obtained a degree in Economia in the field of Economia. In 2018, they obtained a Consultor de Valores Mobiliários/ Instrução 592 certification from CVM.
July, 2022 - present
SVP Head of Sales and Distribution at FIDx
Head of Sales and Distribution Strategy at XTR
Head of Sales and Distribution at ALTIDO
Provincial Head Of Sales And Distribution at Lesaka
Managing Director - Head Of Sales And Distribution & Alternatives at Direxion