BTG Pactual Asset Management US, LLC

Vinicius Martin Lopes is an investment advisor at BTG Pactual Asset Management US, LLC with seven years of industry experience. He has worked at BTG Pactual US Capital, LLC since 2019 and joined BTG Pactual Asset Management US, LLC in 2022. His credentials include Series 63 and Series 65 licenses. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages discretionary and non-discretionary accounts for institutional and individual clients, including family offices. The firm employs a combination of top-down macro and bottom-up fundamental analysis to guide investment decisions across various asset types, emphasizing a primarily long-term orientation while adjusting positions based on client objectives and market conditions.

Nina Torres is an investment advisor at BTG Pactual Asset Management US, LLC with 10 years of industry experience. She previously worked at Banco do Brasil Securities LLC and BTG Pactual US Capital LLC. Outside of her financial career, she practices hypnosis therapy as a self-employed activity focused on client self-development. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages both discretionary and non-discretionary accounts for institutional and individual clients, including family offices and wealth management relationships. The firm employs a combination of top-down macro and bottom-up fundamental analysis across various investment vehicles with a primarily long-term orientation, supported by affiliated financial services and specialized platforms such as timberland investments.

Maria Julia Seabra Almeida Magalhaes is an investment advisor at BTG Pactual Asset Management US, LLC with one year of industry experience. She has held roles at BTG Pactual US Capital LLC, Thorn Tree Capital Partners, the University of Pennsylvania Office of Investments, and Bank of America. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages discretionary and non-discretionary accounts for institutional and individual clients, including family offices. The firm combines top-down macro and bottom-up fundamental analysis across various investment vehicles and employs both long-term and active trading strategies.

Danilo Balthazar Falconi is a CFA® charterholder with 10 years of industry experience, currently serving as an Investment Advisor at BTG Pactual Asset Management US, LLC. His career has been concentrated at BTG Pactual US Capital LLC since 2015. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages pooled and segregated accounts for institutional and individual clients, including family offices and wealth management relationships. The firm employs a combination of top-down macro and bottom-up fundamental analysis across various investment vehicles and integrates multiple affiliated financial services in its operations.

Mariah Ruiz Saad is an investment advisor at BTG Pactual Asset Management US, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at BTG Pactual US Capital, LLC since 2020, with prior roles at Itau Private Bank, Arbitral Finance Inc., FS Advisors, and Lynn University. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages discretionary and non-discretionary accounts for institutional and individual clients, including family offices. The firm uses a combination of top-down macro and bottom-up fundamental analysis, employing a primarily long-term investment approach across various asset types and operating through multiple affiliated financial services.

Lucas Fonseca De Macedo is an investment advisor at BTG Pactual Asset Management US, LLC with one year of industry experience. He holds the Series 66 designation and has worked at BTG Pactual since 2024. Prior to his current role, his background includes positions at Bentley University, Palm Beach Atlantic University, and various educational institutions. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages pooled and segregated accounts for institutional and individual clients, including family offices. The firm employs a combination of top-down macro and bottom-up fundamental analysis across a range of investment vehicles and maintains a primarily long-term orientation while allowing for active trading based on client needs and market conditions.

Renato Moritz Cavalcanti is an investment advisor at BTG Pactual Asset Management US, LLC with three years of industry experience. He has held positions within the BTG Pactual group since 2019, including roles at Banco BTG Pactual S.A. and BTG Pactual US Capital LLC. BTG Pactual Asset Management US advises and sub-advises private funds and manages discretionary and non-discretionary accounts for institutional and individual clients, including family offices. The firm combines top-down macro and bottom-up fundamental analysis across a diversified mix of investment vehicles, maintaining a primarily long-term orientation while adjusting positions based on client objectives and market conditions.

Mateus Cosac Said is an Executive Director at BTG Pactual Asset Management US, LLC with experience at BTG Pactual Asset Management and prior roles at Evolve Capital and Araujo Fontes. He holds a Series 65 designation and is based in Miami, FL. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages discretionary and non-discretionary accounts for institutional and individual clients, including family offices. The firm employs a combination of top-down macro and bottom-up fundamental analysis across a range of investment vehicles, maintaining a primarily long-term orientation while adjusting strategies as needed.

Gabriel Morgado Meirelles Cardoso is an investment advisor at BTG Pactual Asset Management US, LLC with three years of industry experience. He holds the Series 66 designation and has worked at BTG Pactual US Capital LLC since 2022. Prior to that, he held positions at Purdue University and XP Investments US, LLC. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages pooled and segregated accounts for institutional and individual clients, including family offices. The firm employs a combination of top-down macro and bottom-up fundamental analysis across various investment vehicles, maintaining a primarily long-term orientation while adjusting positions actively as needed.

Mauricio Leite is an investment advisor at BTG Pactual Asset Management US, LLC with two years of industry experience. He has worked with various entities within the BTG Pactual group since 2013, including Banco BTG Pactual S.A. and BTG Pactual US Capital LLC. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages both discretionary and non-discretionary accounts for institutional and individual clients, including family offices and wealth management relationships. The firm employs a combination of top-down macro and bottom-up fundamental analysis across a range of investment vehicles, maintaining a primarily long-term orientation while adjusting positions as client objectives or market conditions require.

Joseph Monagle is a financial advisor at BTG Pactual Asset Management US, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Greytown Advisors, Insigneo Securities, and Wells Fargo Advisors. He also serves as Managing Director at Greytown Advisors d/b/a Tellurian LLC, where he manages discretionary and non-discretionary advisory portfolios. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages pooled and segregated accounts for institutional and individual clients, including family offices and wealth management relationships. The firm employs a combination of top-down macro and bottom-up fundamental analysis with a primarily long-term investment orientation, utilizing a range of instruments including ETFs, mutual funds, alternatives, and individual securities.

Carlos Eduardo Duarte Ribeiro Filho is a financial advisor at BTG Pactual Asset Management US, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2024. Outside of his advisory role, he is involved as an investor and officer in investment-related entities. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages both discretionary and non-discretionary accounts for institutional and individual clients, including family offices and wealth management relationships. The firm combines top-down macro and bottom-up fundamental analysis in its investment approach, utilizing a range of vehicles such as ETFs, mutual funds, and alternatives, with a primarily long-term orientation.

Fernando Preto is an investment advisor at BTG Pactual Asset Management US, LLC with six years of industry experience. He has been affiliated with BTG Pactual entities since 2012, including roles at Banco BTG Pactual SA and BTG Pactual US Capital, LLC. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages discretionary and non-discretionary accounts for institutional and individual clients, including family offices. The firm integrates top-down macro and bottom-up fundamental analysis across a range of investment vehicles and employs a primarily long-term orientation with flexibility to adjust positions based on client objectives and market conditions.

Gabriel Nemeth is a financial advisor with BTG Pactual Asset Management US, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at BTG Pactual US Capital LLC, Hult International Business School, and Lionfield Capital LLC. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages both discretionary and non-discretionary accounts for institutional and individual clients, utilizing a combination of top-down macro and bottom-up fundamental analysis across various investment vehicles. The firm operates with a primarily long-term orientation while allowing for active trading and reallocations based on client objectives and market conditions.

Gabriel Mendes is a financial advisor at BTG Pactual Asset Management US, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Abacus Capital Advisors and Babson College. BTG Pactual Asset Management US, LLC advises and sub-advises private funds and manages both discretionary and non-discretionary accounts for institutional and individual clients, including family offices. The firm combines top-down macro and bottom-up fundamental analysis across a range of investment vehicles, maintaining a primarily long-term orientation while adjusting positions to meet client objectives and market conditions.