Felipe M. B. Whitaker

Head of Sales and Distribution at Transfero Group

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.

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Timeline

  • Head of Sales and Distribution

    July, 2022 - present