Home / Our Partnership / Senior Management

Statutory
Officers

Banco BTG Pactual S.A

Assis, Oswaldo

Oswaldo de Assis Filho is statuatory Director of BTG Pactual. Mr. Assis is based in São Paulo.

Mr. Assis joined Pactual in 1998 as a partner. He was Vice-Chairman of UBS Pactual. Prior to Pactual he was Director of Banco Mercantil de São Paulo, partner of both Planibanc and Convenção Corretora de Valores, Vice President of Banco Itamaraty, Vice President of Banco de Credito Nacional (BCN) and Director of the Confederação Nacional das Instituições Financeiras-CNF.

Mr. Assis has Masters in Economics from Faculdade de Economia e Administração da Universidade de São Paulo. He received his bachelor’s degree in Engineering from Instituto Tecnológico da Aeronáutica (ITA). Mr Assis was assistant professor at Faculdade de Economia e Administração da Universidade São Paulo. He has been Vice President of CNF since 2011 and a Managing Director of Febraban since 2007.

Dantas, João

João Marcello Dantas Leite is a statutory Director, Investor Relations Officer and Head of Finance and Tax at BTG Pactual. Mr. Dantas is based in Rio de Janeiro.

Mr. Dantas joined Pactual in 1993 and became a partner in 2001. Mr. Dantas was Head of Tax and in 1997 became Head of Finance. Prior to joining Pactual he worked in Tax Consultancy at Arthur Andersen.

Mr. Dantas is a former member of the board of directors of ANBIMA and holds a bachelor’s degree in economics from Universidade Cândido Mendes.

Fernandes, André

André Fernandes Lopes Dias is statutory Director and Chief Risk Officer of BTG Pactual. Mr. Fernandes is based in São Paulo.

Mr. Fernandes joined BTG Pactual in 1997 and became a partner in 2004 when he was assumed responsibility for Credit Risk Control. From 2006 to 2009, Mr. Fernandes was an Executive Director in charge of Credit Risk Control at UBS Pactual. Prior to joining BTG Pactual, Mr. Fernandes worked as an auditor at KPMG.

Mr. Fernandes received his Business Administration degree from the Catholic University of Rio de Janeiro.

Kalim, Marcelo

Marcelo Kalim is Board member and co-CEO of BTG Pactual. Mr Kalim is based in São Paulo.

Marcelo Kalim joined Banco Pactual in 1996 and became a partner in 1998. He was a director at Pactual responsible for investments until 2008 when he left to found BTG. He then became Chief Financial Officer (CFO).

Mr. Kalim holds an MBA from the MIT Sloan School and received his bachelor’s degree in economics from the University of São Paulo.

Loyo, Eduardo

Eduardo Loyo is statutory Director and Chief Economist at BTG Pactual. Mr. Loyo is based in Rio de Janeiro.

Mr. Loyo joined UBS Pactual in 2007 and became a partner in 2009. He was Executive Director at the IMF and Deputy Governor of the Central Bank of Brazil.

Mr. Loyo holds a Ph.D. from Princeton University and master’s and bachelor’s degrees from the Catholic University of Rio de Janeiro, all in economics. He was economics professor at the Catholic University of Rio de Janeiro and assistant professor of public policy at Harvard University, and visiting faculty at Columbia University and INSEAD.

Paes, Guilherme

Guilherme da Costa Paes is a statutory Director and Co-Head of Investment Banking at BTG Pactual. Mr. Paes is based in São Paulo.

Mr. Paes joined Pactual in 1994 and became a Partner in 1998. During UBS Pactual years he served as Managing Director of the Infrastructure, Oil & Gas, Real Estate and Retail sectors at the Investment Banking Division. Prior to BTG Pactual, Mr. Paes worked as an equity research analyst at Chase Manhattan Bank.

Mr. Paes received his MBA in Finance from Ibmec and his bachelor's degree in Business Administration from Santa Ursula University.

Pessoa, Rogério

Rogério Pessoa Cavalcanti de Albuquerque is statutory Director and Co-Head of Wealth Management at BTG Pactual. Mr Pessoa is based in Rio de Janeiro.

Mr. Pessoa joined Pactual in 1998 and became a partner in 2004. Mr. Pessoa has been either Head or Co-Head of Wealth Management since 2004. Prior to Pactual, Mr. Pessoa worked for Delta Bank as Vice President of Private Banking and for Prudential Securities as a broker in the International Client Accounts Division.

Mr. Pessoa received his bachelor’s degree in economics from the Catholic University of Rio de Janeiro and his MS from the University of Illinois.

Porto, Antônio

Antonio Carlos Canto Porto Filho is Chairman of Wealth Management at BTG Pactual. Mr. Porto is based in São Paulo.

Mr. Porto joined Pactual in 1997 as a partner. He was Executive Director of Private Banking and a member of its Executive Committee. He left UBS Pactual in 2008 to join BTG. Prior to Pactual, Mr. Porto worked for 28 years at Banco de Crédito Nacional, where he was Vice President for Financial Management, Leasing, Insurance, Real Estate, Legal and Marketing.

Rapoport, Iuri

Iuri Rapoport is statutory Director of BTG Pactual. Mr. Rapoport is based in Sao Paulo. Mr. Rapoport joined Pactual in 1995 and became a partner in 2001. He became Co-Head of the Legal Department in 1999 and General Counsel between 2003 and 2009. He was a Statutory Director responsible for strategic issues from 2008 to 2011 when he left BTG Pactual to assume the position of Chief Operating Officer at Banco Panamericano. In February of 2014 he returned to BTG Pactual as statutory Director to work in the area of operating and strategic issues connected with the Senior Management.

Mr. Rapoport holds a Bachelor Degree in Law (with specialization in Business law) from University of São Paulo and also holds a LLM - Master of Laws (International Finance) from King´s College London, University of London.

Sallouti, Roberto

Roberto Sallouti is Board member and co-CEO at BTG Pactual. Mr. Sallouti is based in Sao Paulo.

Roberto Sallouti joined Banco Pactual in 1994. Four years later he became a partner and until 2003 was responsible for Fixed Income in the domestic market, at which time he also became responsible for international Fixed Income. Following the sale of Banco Pactual to UBS, between 2006 and 2008 he was co-Head of Fixed Income for emerging markets. In 2008, he became a founder of BTG Pactual and became Chief Operating Officer (COO), a post he occupied until September of this year when he became CEO of Asset Management.

Mr. Sallouti is a graduate in Economics, having specialized in Finance and Marketing at the University of Pennsylvania, Wharton School.

Santos, Renato

Renato Monteiro dos Santos is the Head of Treasury and Credit at BTG Pactual. Mr. Santos is based in São Paulo.

Mr. Santos joined Pactual in 1997 and became partner in 2001. He began his career at Pactual at the Fixed Income Desk.

Mr. Santos has a business administration degree from Getúlio Vargas Foundation and an Economics degree from the University of São Paulo.

Sardinha , Marcus

Marcus André Sales Sardinha is Statutory Director of BTG Pactual. Mr Sardinha is based in São Paulo. He began his career at BBM as an IT Programmer in 1996. Mr. Sardinha joined Pactual in 1998 in the Technology area and joined the area of Structured Products in 2006, becoming partner in 2009. In January 2013, he became responsible for the area of Equity of BTG Pactual in Brazil and in foreign countries.

Mr. Sardinha received his bachelor’s degree in electronic engineering from Federal University of Rio de Janeiro.

Duque, Bruno

Bruno Duque Horta Nogueria is an executive officer of Banco BTG Pactual and a Managing Director Partner. He joined the BTG Pactual Group in 2000 and became a partner in 2009.

Mr. Duque has served in a variety of positions in the legal department of Banco BTG Pactual and since 2012, has overseen the legal department for all of Latin America. Prior to joining the BTG Pactual Group, Mr. Duque worked in the Brazilian electricity sector, working in the legal departments of Eletropaulo and Grupo Rede and in the consulting department of the National Electric Energy Agency.

Mr. Duque received his bachelor in law from the Universidade São Paulo (USP).

BTG Pactual Asset Management S.A. DTVM

Dantas, João

João Marcello Dantas Leite is a statutory Director, Investor Relations Officer and Head of Finance and Tax at BTG Pactual. Mr. Dantas is based in Rio de Janeiro.

Mr. Dantas joined Pactual in 1993 and became a partner in 2001. Mr. Dantas was Head of Tax and in 1997 became Head of Finance. Prior to joining Pactual he worked in Tax Consultancy at Arthur Andersen.

Mr. Dantas is a former member of the board of directors of ANBIMA and holds a bachelor’s degree in economics from Universidade Cândido Mendes.

Duque, Bruno

Bruno Duque Horta Nogueria is an executive officer of Banco BTG Pactual and a Managing Director Partner. He joined the BTG Pactual Group in 2000 and became a partner in 2009.

Mr. Duque has served in a variety of positions in the legal department of Banco BTG Pactual and since 2012, has overseen the legal department for all of Latin America. Prior to joining the BTG Pactual Group, Mr. Duque worked in the Brazilian electricity sector, working in the legal departments of Eletropaulo and Grupo Rede and in the consulting department of the National Electric Energy Agency.

Mr. Duque received his bachelor in law from the Universidade São Paulo (USP).

Kalim, Marcelo

Marcelo Kalim is Board member and co-CEO of BTG Pactual. Mr Kalim is based in São Paulo.

Marcelo Kalim joined Banco Pactual in 1996 and became a partner in 1998. He was a director at Pactual responsible for investments until 2008 when he left to found BTG. He then became Chief Financial Officer (CFO).

Mr. Kalim holds an MBA from the MIT Sloan School and received his bachelor’s degree in economics from the University of São Paulo.

Oliveira, James

Rapoport, Iuri

Iuri Rapoport is statutory Director of BTG Pactual. Mr. Rapoport is based in Sao Paulo. Mr. Rapoport joined Pactual in 1995 and became a partner in 2001. He became Co-Head of the Legal Department in 1999 and General Counsel between 2003 and 2009. He was a Statutory Director responsible for strategic issues from 2008 to 2011 when he left BTG Pactual to assume the position of Chief Operating Officer at Banco Panamericano. In February of 2014 he returned to BTG Pactual as statutory Director to work in the area of operating and strategic issues connected with the Senior Management.

Mr. Rapoport holds a Bachelor Degree in Law (with specialization in Business law) from University of São Paulo and also holds a LLM - Master of Laws (International Finance) from King´s College London, University of London.

Sallouti, Roberto

Roberto Sallouti is Board member and co-CEO at BTG Pactual. Mr. Sallouti is based in Sao Paulo.

Roberto Sallouti joined Banco Pactual in 1994. Four years later he became a partner and until 2003 was responsible for Fixed Income in the domestic market, at which time he also became responsible for international Fixed Income. Following the sale of Banco Pactual to UBS, between 2006 and 2008 he was co-Head of Fixed Income for emerging markets. In 2008, he became a founder of BTG Pactual and became Chief Operating Officer (COO), a post he occupied until September of this year when he became CEO of Asset Management.

Mr. Sallouti is a graduate in Economics, having specialized in Finance and Marketing at the University of Pennsylvania, Wharton School.

Zitelmann, José

José Zitelmann is a Managing Partner and Head of Latam Asset Management at BTG Pactual. He was previously Head of LatAm Equity Proprietary Trading at both Banco Pactual and UBS Pactual, and was also a part of the UBS Pactual Executive Committee. José joined Pactual in 1998, where he started working in Corporate Finance. A year later he switched to the Asset Management division, and subsequently took over as Head of Equities Proprietary Trading in 2003 before becoming a Partner of Pactual in 2004.

José holds a BA in Business Management from Fundação Getulio Vargas (FGV-SP), São Paulo Business School.

BTG Pactual SA DTVM Financial Services

Cardoso, Mariana

Mariana Ramalho Cardoso is a statutory Director and Head of Fund Administration at BTG Pactual. Mrs. Cardoso is based in São Paulo.

Mrs. Cardoso joined Pactual in 1996 and became a partner in 2006. She has spent her entire career in the Investment Fund Industry with over sixteen years of experience.

Mrs. Cardoso received her Bachelor’s in Economics degree from the Federal University of Rio de Janeiro.

Costa, Ana Cristina

Dantas, João

João Marcello Dantas Leite is a statutory Director, Investor Relations Officer and Head of Finance and Tax at BTG Pactual. Mr. Dantas is based in Rio de Janeiro.

Mr. Dantas joined Pactual in 1993 and became a partner in 2001. Mr. Dantas was Head of Tax and in 1997 became Head of Finance. Prior to joining Pactual he worked in Tax Consultancy at Arthur Andersen.

Mr. Dantas is a former member of the board of directors of ANBIMA and holds a bachelor’s degree in economics from Universidade Cândido Mendes.

Hadid, Allan

Allan Hadid is a statutory executive officer and Chief Operations Officer of the Global Asset Management area. He works in our office in São Paulo.

Mr. Hadid joined BTG Pactual in 2014 as partner. He started his career in 1995 at the Opportunity Asset Management and also worked at Radix Asset Management. From 1998 to 2006, he was Chief Investment Officer at Matrix Investimentos and, after that, he became Chief Financial Officer at GP Investments and Chief Executive Officer at BRZ Investimentos.

Mr. Hadid holds a degree in Economics from the Pontifical Catholic University of Rio de Janeiro.

Kalim, Marcelo

Marcelo Kalim is Board member and co-CEO of BTG Pactual. Mr Kalim is based in São Paulo.

Marcelo Kalim joined Banco Pactual in 1996 and became a partner in 1998. He was a director at Pactual responsible for investments until 2008 when he left to found BTG. He then became Chief Financial Officer (CFO).

Mr. Kalim holds an MBA from the MIT Sloan School and received his bachelor’s degree in economics from the University of São Paulo.

Sallouti, Roberto

Roberto Sallouti is Board member and co-CEO at BTG Pactual. Mr. Sallouti is based in Sao Paulo.

Roberto Sallouti joined Banco Pactual in 1994. Four years later he became a partner and until 2003 was responsible for Fixed Income in the domestic market, at which time he also became responsible for international Fixed Income. Following the sale of Banco Pactual to UBS, between 2006 and 2008 he was co-Head of Fixed Income for emerging markets. In 2008, he became a founder of BTG Pactual and became Chief Operating Officer (COO), a post he occupied until September of this year when he became CEO of Asset Management.

Mr. Sallouti is a graduate in Economics, having specialized in Finance and Marketing at the University of Pennsylvania, Wharton School.

Rapoport, Iuri

Iuri Rapoport is statutory Director of BTG Pactual. Mr. Rapoport is based in Sao Paulo. Mr. Rapoport joined Pactual in 1995 and became a partner in 2001. He became Co-Head of the Legal Department in 1999 and General Counsel between 2003 and 2009. He was a Statutory Director responsible for strategic issues from 2008 to 2011 when he left BTG Pactual to assume the position of Chief Operating Officer at Banco Panamericano. In February of 2014 he returned to BTG Pactual as statutory Director to work in the area of operating and strategic issues connected with the Senior Management.

Mr. Rapoport holds a Bachelor Degree in Law (with specialization in Business law) from University of São Paulo and also holds a LLM - Master of Laws (International Finance) from King´s College London, University of London.

Duque, Bruno

Bruno Duque Horta Nogueria is an executive officer of Banco BTG Pactual and a Managing Director Partner. He joined the BTG Pactual Group in 2000 and became a partner in 2009.

Mr. Duque has served in a variety of positions in the legal department of Banco BTG Pactual and since 2012, has overseen the legal department for all of Latin America. Prior to joining the BTG Pactual Group, Mr. Duque worked in the Brazilian electricity sector, working in the legal departments of Eletropaulo and Grupo Rede and in the consulting department of the National Electric Energy Agency.

Mr. Duque received his bachelor in law from the Universidade São Paulo (USP).

BTG Pactual Brokerage Securities SA.

Martins, Guilherme

Lutfalla, Ricardo

Machado, Paulo

Goes, Rodrigo

Rodrigo Goes is CEO of Latam and Head of Equity Sales and Trading at BTG Pactual. Mr Goes is based in São Paulo.

Mr. Goes joined BTG Pactual in 2009 as a partner. Prior to BTG Pactual, he spent 8 years at UBS and UBS Pactual as a senior transportation and logistics equity research analyst where he won the Institutional Investor research survey several times. Mr. Goes worked in other firms as a research analyst, including Bear Stearns, Credit Suisse, and Bozano Simonsen.

Mr. Góes holds Bachelors and Masters degrees in Engineering, both from The University of Michigan (Ann Arbor, MI).

Torres, Leandro

Non-Brazilian Investor

Please, read the following comments about information published in the website.

This document is published exclusively for the purpose of providing information and conferring transparency to the management carried out by BTG Pactual, and it is not the Offering Memorandum of the Funds and is not to be considered as an offer for the sale of shares of the Funds or of any other security.

Some of the Funds are not listed on the Cayman Islands Stock Exchange and are accordingly prohibited from making an offering to the public in the Cayman Islands.

In some cases, no registration statement has been filed with the United States Securities and Exchange Commission or any State Securities Authority with respect to the offering of the Funds shares.

Not all the Funds presented here have their shares registered under the United States Securities Act of 1933, as amended.

This document is not destined to investors with residence in Brazil.

The Funds may not be offered, sold, redeemed or transferred in Brazil.

The offer and sale of the Funds shares in certain jurisdictions may be restricted by law.

Before subscribing for the shares, each prospective investor should (i) carefully read and retain the Offering Memorandum of the Funds and the relevant Supplement or Annex in respect of the portfolio and/or class of shares; (ii) consult with his/her/its own counsel and advisors as to all legal, tax, regulatory, financial and related matters concerning an investment in the Funds.

Past performance does not guarantee future results.

BTG Pactual takes no responsibility for the accidental publication of incorrect information, nor for investment decisions taken based on this material.

Access to this document or use of the services or information provided herein is prohibited by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law, rule or regulation.