João Albino Winkelmann (JW) is head director of Bradesco Private Bank and also head of the Brazilian Financial and Capital Markets Association’s (ANBIMA) Private Banking Committee. He set up Bradesco’s Grand Cayman operations and became general manager of the New York branch, returning to São Paulo in 2002 to run international business.
Rogério Pessoa Cavalcanti de Albuquerque (RP) is statutory director and co-head of wealth management at BTG Pactual. He joined Pactual in 1998 and became a partner in 2001. He has been either head or co-head of wealth management since 2004. Previously he worked for Delta Bank and Prudential Securities.
Guilherme Pini (GP) is co-head of the investment advisory of wealth management at BTG Pactual, based in São Paulo. He joined Pactual in 1997 and became a partner in 2004. He was responsible for products and services within wealth management. In 2006, he was appointed head of transaction products at UBS Bahamas.
Vitor Ohtsuki (VO) is head of planning, sales management, credit advisory, marketing and wealth planning at Santander Private Banking. He has 14 years of financial industry experience, having worked at Citibank before joining Santander in 2004.
Marcos Shalders (MS) has 20 years of experience in the private banking industry and is co-head of the commercial area at Santander Private Banking. Before joining Santander in 2010, he worked at Lloyds, BankBoston and later, Itaú Private Banking.
Flávio Souza (FS) is global head of Itaú Private Bank. Previously he was CEO of Banco Itaú Europa International in Miami. He has 20 years of private banking experience. Before Itaú he was global head of wealth management for UBS in Brazil and before that he was at Citigroup Private Bank.
Luiz Severiano Ribeiro (LR) is commercial director of Itaú Private Bank, responsible for Brazilian clients. His career in finance began in 1998, at Unibanco Private Bank, with subsequent experience at Banco Fator and Itaú Corretora. He joined Itaú Private Bank in 2003 as a relationship manager, becoming commercial director in 2011.