TALER INSIGHTS
OUR EYE ON THE MARKET
Meet the people who demonstrate the Taler identity.
Our professionals have refined their craft through years of success at major domestic and international
financial institutions in Brazil and abroad. They bring their unique backgrounds and invaluable expertise to
offer the finest in wealth management and financial planning services to each Taler client.
At Taler we listen to, analyze, and plan your investment needs. These are the people who will advise you and
do everything to make you feel at home and comfortable with your investments.
CEO & Founder
CFO & Founder
COO & Founder
Partner - Advisor
Operational/Financial Products Analyst
Partner - Advisor
Partner - Compliance
Advisor SP
Investment Analyst
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Advisor SP
Advisor SP
Asset Planning Analyst
Financial Back Office
Administrative and Financial Manager
Advisor BH
Investment Analyst
Advisor BH
Manager
CEO & Founder
Law Degree - Mackenzie Presbyterian University
• Certified Financial Planner - Brazilian Association of Financial Planners (Planejar)
• CPA 20 - Brazilian Financial and Capital Markets Association (ANBIMA)
• Certified Manager (CGA) - Brazilian Association of Financial and Capital Market Entities (ANBIMA)
Mari Emmanouilides served as a Board Member of the FPSB (Financial Planning Standards Board) from April 2013 to March 2018. She was formerly the founding partner of Reliance Financial Services, a Senior Financial Consultant at Merrill Lynch, and as a Director she implemented and oversaw the Private Banking area in São Paulo state and southern Brazil for Chase Manhattan Bank. Maria was also a member of the Audit Committee, Nominating Committee, and the Succession and Compensation Planning Commission at Banco Itaú. She has been active in the financial services industry for more than 40 years, is a member of the ANBIMA Products Committee, and a founding partner and CEO of Taler.
CFO & Founder
Degree in Business Administration - PUC/SP
MBA in Finance - INSPER
• Certified Financial Planner - Brazilian Association of Financial Planners (Planejar)
• Securities Administrator - Securities & Exchange Commission of Brazil (CVM)
• Certified Manager (CGA) - Brazilian Financial and Capital Markets Associatio n (ANBIMA)
Paulo Colaferro was responsible for developing the Financial Planning area in Brazil for Mutual Life Insurance Company of New York. He has worked in the financial services industry for over 25 years, and is currently Vice-president of the Brazilian Association of Financial Planners (Planejar). He is also a founding partner and the CFO of Taler, and a visiting professor at Fundação Dom Cabral for the Retail Business Development (PDA) program in the Asset Management module.
COO & Founder
Degree in Business Administration - PUC/SP
MBE (Master’s of Business - Economics) - FIPE/SP
• Certificate of Management (CGA) - Brazilian Financial and Capital Markets Association (ANBIMA)
• Portfolio Manager
• Securities & Exchange Commission of Brazil (CVM)
Richard Ziliotto previously worked at Mutual Life Insurance Company of New York in the Financial Planning
area, and was formerly a partner at Brazilian automotive firm N&Z, as well as a Financial Analyst (MIS) at
Credicard S.A. He has been in the financial services industry for over 19 years, and is a founding partner and
the COO of Taler.
Partner - Advisor
Degree in Economics - UFRJ
Postgraduate studies in Capital Markets - FGV/RJ
Postgraduate Diploma in Financial Management - The Royal Polytechnic (London)
Postgraduate in Management Accounting and Financial Control - City University (London)
Carlos Eduardo Sobral worked in the international area at investment banks Bozano, Simonsen and Schahin Cury, and in Private Banking at Chase Manhattan, Union Bancaire Privée (Genève), Banco Santander, and Banco Itaú. He has been active in financial services for more than 39 years. He joined Taler in October 2014, and became a partner of the firm in January 2018.
Operational/Financial Products Analyst
Degree in Business Administration - FAAP
• Chartered Financial Analyst
Cezar Boni has worked in the operational areas of investment funds, treasury, and foreign client desks at Citibank, BNP Paribas, Banco Santander, and Pragma Wealth Management. He also worked as a trader at the Derivatives Desk at Santander. He has been in financial services for more than 18 years, and joined Taler in February 2017 as an Operational and Financial Products Analyst.
Partner - Advisor
Degree in Business Administration - EAESP/FGV
• Certified Financial Planner - Brazilian Association of Financial Planners (Planejar)
Claudia was a director at UBS Wealth Management and a financial director of CPM (Communications, Processing and Automation Mechanisms). She worked in investment banking at Barclays as well as Chase Manhattan/JP Morgan Chase, and in corporate and commercial banking at Lloyds Bank and Crédit Lyonnais. She was also an international management director at the Business School of São Paulo. She has been in financial services for over 30 years, and since June 2007 has been a partner and Advisor to Taler, where she serves in Private Mediation.
Partner - Compliance
Degree in Business Administration, Foreign Trade - USCS
• CPA 10 - Brazilian Financial and Capital Markets Association (ANBIMA)
Cleide Nara Pereira worked for 21 years at Chase Manhattan/JP Morgan Chase in Risk Management and Credit, and was responsible for the Middle Office HUB of Latin America Credit. She has been in the financial services industry for more than 28 years, and is currently responsible for the compliance area at Taler, where she has been a partner since February 2013.
Advisor SP
Degree in Business Administration - EAESP/FGV
Eduardo Cristini worked for 17 years as an International Private Banker for HSBC International Private Bank (Miami), ABN AMRO Group, and Banco Itaú Europa (Luxembourg). He also worked in Foreign Trade Finance, Corporate Banking, and Private Banking with the Lloyds Banking Group, and has worked in London, Luxembourg, Miami, Porto Alegre, and São Paulo. He has been in the financial services industry for more than 32 years, and in May 2010 joined Taler, where he serves as an Advisor.
Investment Analyst
Degree in Economics - Insper
Post-graduate studies in Capital Markets and Corporate Finance - Institut d'Économie Scientifique et de
Gestion - IÉSEG (França)
João Pedro Parolin began his career in 2018 as a Private Banking intern at Citibank. He subsequently joined their Business Development area, carrying out related activities with a focus on investment evaluation, global resource allocation, and Investment, Finance and Wealth Planning. He also conducted portfolio analyses as well as market analyses to identify potential growth sectors. He was also part of the Citibank team that analyzed a project for structuring a new process/workflow to improve customer prospecting for the Private Banking area. Joined Taler in August 2019.
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Postgraduate in Business Administration (Finance & Accounting), Fundação Getúlio Vargas, 1994
Graduation in Business Administration, Pontifícia Universidade Católica, 1992
Certified Financial Planner (CFP®
Leopoldo worked at Brasilpar as Portfolio Manager, becoming Managing Partner in 1994. In 1997 Brasilpar was acquired by SulAmérica Insurance Group, where he held the positions of Investment Funds and Portfolio Manager; Head - Wealth Management, Private Banking and External Distribution. In 2006 he joined Arsenal Investimentos, as Co-Head - Wealth Management and Asset Management. In 2008, he returned to Sul América Investimentos, Vida & Previdência, holding the positions of COO - Chief Operations Officer - Executive Director. In 2021, he became a Managing Partner at Spot Capital. Joined Taler in April 2022.
Advisor SP
Degree in Business Administration - FEA/USP
Master’s in Economics - FGV/SP
Lisandro Brandão worked at Unibanco Asset Management for two years in private pension funds, and for 15 years at Reliance Financial Services as a relationship manager for high net worth clients. He has been active in the financial services industry for over 17 years, and joined Taler in August 2017 as an Advisor.
Advisor SP
Degree in Psychology - PUC/SP
• Certified Financial Planner - Brazilian Association of Financial Planners (Planejar)
• CPA 20 - Brazilian Financial and Capital Markets Association (ANBIMA)
Lucia Segatto began her career as a Trainee at Citibank in 1982, before working her way up through various departments and finishing as a Private Banker in 1997. She was a Senior Financial Consultant at Merrill Lynch from 1997 to 1999, and an International Private Banker at Banco Itaú Europa in Luxembourg from 2000 to 2003. She also worked as a Senior Private Banker at Itaú Private for 11 years. Lucia was formerly a partner at JGP Wealth Management from July 2014 until January 2019, and helped open that company's office in São Paulo. She has been active in the financial services market for more than 35 years, and joined Taler as an advisor in February 2019.
Asset Planning Analyst
Bachelor of Business Administration - Insper
Specialist Yellow Belt Planning - Falconi Consulting (Insper)
Manuela began her career working in the area of New Business and Finance at Dr. Consulta, a leading company in health management and affordable care in Brazil. He was responsible for the development and structuring of new products and strategic partnerships for the B2B segment. During college, he also worked in academic consulting at Braskem with a focus on effective problem solving.
He joined Taler in May 2021 and works in the area of Estate Planning.
Financial Back Office
Degree in Financial Management - UNIP
• CPA 10 - Brazilian Financial and Capital Markets Association (ANBIMA)
Marcia da Costa has been with Taler since 2005. After working in our back office for over 11 years, in December 2016 she moved to the financial area of the firm, where she is now responsible for funds, portfolios, and trading operations on the administration platforms for all fund assets and liabilities.
Administrative and Financial Manager
Degree in Business Administration - Ibero-American School of Arts and Sciences.
Ney Parente worked for ten years in the commercial area at Itaú Unibanco, providing financial advice to corporate clients. He was formerly a General Manager over a 19-year period at Banco Finasa, Banco Sudameris, and Banco Real (ABN AMRO), and spent two years with Banco Santander as a Regional Corporate Client Manager. He has worked in financial services for more than 36 years, and joined Taler in March 2017 as the firm’s Administrative and Financial Manager.
Advisor BH
Degree in Accounting - PUC
Postgraduate studies in Financial Management and Controllership - FGV
• Certified Financial Planner - Brazilian Association of Financial Planners (Planejar)
Nilton Almeida Gusmão JR. was Superintendent of Private Banking at Banco Safra and Banco Santander in Minas Gerais, as well as Brazil’s Centre-west and Northeast regions. He also worked in Private Banking at Itaú Unibanco for ten years as a Senior Banker. He has been in financial services for more than 30 years, and is currently an Advisor at Taler, which he joined in June 2016.
Investment Analyst
Business Administration Degree - International Business - Berkeley College (New York)
Association in Applied Science - Accounting - Berkeley College (New York)
• CPA 20 Certificate - ANBIMA (Brazilian Financial and Capital Markets Association)
• Fixed Income Market Certificate - ANBIMA
• A to Z Financial Market Certificate - ANBIMA
Paulo Jose Artur Stavale began his career in New York as an intern at Assets Dynamics, where he evaluated financial information such as balance sheets, cash flow and projections for credit granting and prepared daily debit and credit reports for proper accounting verification. He has also worked in the Sales area, doing research and establishing daily contacts with potential clients for eventual credit granting.
He worked as a Financial Analyst at Federal Investimentos Brasil, performing structured operations of derivatives, stocks and futures markets, and also monitoring and executing volatility operations using option derivatives traded by stock brokers. Paulo joined Taler in January 2021.
Advisor BH
Degree in Economics - PUC/SP
Postgraduate studies in Banking Systems Administration
• Certified Financial Planner - Brazilian Association of Financial Planners (Planejar)
Sueli Ferrari Faria has worked in the investment fund and treasury areas, and for the past 19 years was in
Private Banking at Itaú Private Bank and JP Morgan.
She has been active in financial services for over 38 years, and joined Taler in June 2018 as an Advisor
Manager
Degree in Business Administration – PUC/SP
Post-graduate studies in Corporate Finance and Investment Banking – FIA/SP
• Chartered Financial Analyst (CFA) – CFA Institute
• Certified Financial Planner (CFP®) – Brazilian Association of Financial Planners (Planejar)
• National Investment Professional Certificate (CNPI) – National Association of Capital Markets Analysts and
Investment Professionals (APIMEC)
• CPA 20 - Brazilian Financial and Capital Markets Association (ANBIMA)
Thiago Vitorello has been in the financial market for over 12 years. He began his career in equity research at Portuguese bank Espírito Santo, covering utility companies listed on the São Paulo Stock Exchange (BOVESPA). He worked as an investment adviser at Krathus Gestora de Ativos, and was also a portfolio manager at AIG Seguros in Brazil, responsible for managing the assets which backed the company's technical reserves, with more than R$800 million in assets under administration. In 2017 he joined the treasury area at Banco Santander Brasil, acting as a trader of private credit and structured transaction certificates (COE) for high-income clients. He currently teaches professional certification programs and courses related to financial services. Thiago joined Taler in June 2020.
OUR EYE ON THE MARKET
Estagflação: Fazendo as Coisas Difíceis Enquanto Elas são Fáceis “As
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“Investing is a popularity contest, and the most dangerous thing
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Literalmente Apagando o Fogo com a Gasolina “Only the dead
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Nossa CEO, Mari Emmanouilides, é um dos destaques do primeiro
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“When I hear complaints about less liquidity, I remember there
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Mari Emmanouilides, CEO da Taler, é um dos destaques da
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“The thing I have discovered about working with personal finance
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“The reason lightning doesn’t strike twice in the same place
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A Eleição e o Fantasma da Crise “A invencibilidade está
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