Rodrigo Borba

About Rodrigo Borba

With over 20 years of experience in the financial industry, I specialize in investment advisory and portfolio management helping investors to achieve their financial goals through tailored strategies, respecting risk tolerance individually and with strong risk management foundation. Seek for excellence when it comes to anticipate market trends, manage risks, and understanding both local and global context while constructing a portfolio of investments or advising investors. Always relentless on acquiring knowledge and self-education which could enhance my ability to optimize returns. I also offer skills and expertise that aligns with the highest levels of ethics standards, fiduciary responsibility and regulatory compliance, in order to protect the reputation of customers, partners and the industry itself.

Experience

1. Senior Investment Advisor

   West Investimentos

   Jul 2019 — Present · Miami, FL, US

   Portfolio management for high-net-worth investors, with personalized strategies to meet client\'s financial goals, always respecting risk tolerance.Comprehensive financial analysis, combining both fundamental and technical aspects aiming the best overall investment performance and protection to the client\'s portfolio.Focus on close relationship with investors in order to provide the best tailored advisory services, and also education so the client keeps well informed about market trends and possible developing scenarios.Highest standards of ethical conduct, regulatory compliance and fiduciary responsibility.Continuing education ensuring that I keep updated and hence the clients\' portfolios and investments are well positioned and taking advantage of the best strategies and tools available in the industry.

Education

• Hult International Business School

  Master of Business Administration - MBA

  2019 — 2020

• Universidade Paulista

  Bachelor's degree

  2001 — 2005