TF

Thiago Favery

Branch Manager at XP

Thiago Favery, CFA has a significant amount of work experience in the finance industry. Thiago currently holds the position of Partner and Head of Investment Team at XP Investments, which they started in July 2019. Prior to this role, they worked as an Investment Counselor and Portfolio Manager at XP Investments from September 2018 to July 2019.

Before joining XP Investments, Thiago worked as a Senior Investment Advisor at MAGNET Venture Capital from August 2017 to September 2018.

Thiago's earliest work experience can be traced back to RXZ Investimentos, where they served as a Senior Investment Analyst from January 2007 to August 2017. During this time, they were responsible for developing financial models and valuation frameworks, conducting industry and stock-specific research, and analyzing private equity opportunities across various sectors in Latin America, the US, and Europe.

Prior to their role at RXZ Investimentos, Thiago worked as a Senior Investor Relations Analyst/Consultant at MZ Consult from December 2005 to January 2007.

Overall, Thiago Favery, CFA has demonstrated their expertise and knowledge in investment management and research throughout their diverse work experience.

Thiago Favery, CFA has a diverse education history starting with their Bachelor of Business Administration degree from FGV - Fundação Getulio Vargas, which they completed between 2001 and 2005. Thiago furthered their knowledge in finance by studying Financial Decision Making at the University of Chicago from 2016 to 2017. Following that, they pursued International Corporate Finance at Columbia Business School from 2017 to 2018.

Thiago Favery has also obtained several certifications to enhance their professional qualifications. In 2018, they earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. Additionally, they obtained the Series 7 - General Securities Representative certification from FINRA (Financial Industry Regulatory Authority) in November 2018, and the Series 4 - Registered Options Principal certification from FINRA in 2020. Thiago went on to secure the Series 24 - General Securities Principal certification from FINRA in November 2022. Most recently, in January 2023, they obtained the Series 63 - Uniform State Law Examination certification from NASAA (North American Securities Administrators Association).

Thiago Favery is also registered and authorized by the Brazilian Securities and Exchanges Commission (CVM) to perform investment management activities, as of March 2013. The information provided does not mention the acquisition of the Series 65 - Uniform Investment Adviser certification.

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Timeline

  • Branch Manager

    January 1, 2023 - present

  • Partner Head Of Investment Team And Portfolio Manager

    July, 2019

  • Investment Counselor And Portfolio Manager

    September, 2018

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