Caíque Lopes

Caíque Lopes, CFP®, is a seasoned investment professional with extensive experience in high-income client management and investment advisory roles. Currently serving as a Senior Investment Advisor II at Banco Daycoval from February 2023 to March 2024, Caíque manages a portfolio with an AUC of 280 million, focusing on client acquisition in the Private Banking sector and overseeing financial operations. Previously, Caíque held the position of Investment Advisor at Prosperidade Investimentos, where responsibilities included client prospecting and portfolio management from July 2021 to February 2023. Prior experience also includes a role as Select Relationship Manager at Santander Brasil from March 2016 to February 2021 and consulting at XP Inc. Caíque holds a Bachelor's degree in Accounting from UniToledo and a postgraduate degree in Finance, Investments, and Banking from PUCRS.