Paulo Fernando Galvão de Oliveira Machado, CFA

Partner | Head Family Office at Warren Brasil

Paulo Fernando Galvão de Oliveira Machado, CFA has a diverse work experience spanning several industries. Paulo Fernando is currently a Partner and Head of the Family Office at Warren Brasil since December 2021. Prior to that, they worked at XP Inc. for several years, holding various roles such as Partner and Co-Head of Gestão XP Advisory, Partner and Portfolio Manager, Partner and Asset Allocation Associate, and Fixed Income Analyst.

Before joining XP Inc., Paulo worked at Itau-Unibanco as an Associate II, where they were responsible for quantitative analyses and software development to support the management and research teams. Paulo Fernando also worked at Telefonica as a Statistical Modeling Consultant, leading the team responsible for statistical models for operational efficiency.

Earlier in their career, Paulo held roles at Itau-Unibanco as an Insurance Pricing Coordinator, Senior Insurance Pricing Analyst, and Insurance Pricing Analyst. These roles involved research, technical management, and implementation of pricing models for the insurance market.

Paulo also gained experience during their internships at Banco Santander and Devworks Game Technology, where they worked on various projects related to banking and game development. Additionally, they worked as a History Teacher at CASD Vestibulares.

Overall, Paulo Fernando Galvão de Oliveira Machado, CFA has extensive experience in finance, including portfolio management, asset allocation, fixed income analysis, insurance pricing, and quantitative analysis. Paulo Fernando also has experience in statistical modeling, software development, and teaching.

Paulo Fernando Galvão de Oliveira Machado, CFA, has an extensive educational background. Paulo Fernando obtained a Bachelor's degree in Computer Engineering from Instituto Tecnológico de Aeronáutica - ITA between 2001 and 2005. Following that, from 2006 to 2009, they pursued a Master's degree in Computer Science at the Universidade de São Paulo - USP. Currently, they are enrolled in a PhD program in Applied Economics at FGV - Fundação Getulio Vargas, which they are expected to complete in 2023.

In addition to their academic achievements, Paulo also holds professional certifications. Paulo Fernando obtained their CFA (Chartered Financial Analyst) designation from the CFA Institute in September 2016. Moreover, in December 2012, they received a CGA (Certified General Accountant) certification, although the institution providing this certification is not specified.

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Timeline

  • Partner | Head Family Office

    December, 2021 - present