Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Matheus Soares
Investment Professional
Biography
Matheus Soares is an Investment Professional with J.P. Morgan in Brazil for over 2 years.
In his currently role, Matheus supports Brazil Bankers team at Miami’s office advising Brazilian families with their offshore investments.
Prior to that, he supported Bankers team in Brazilian onshore platform advising Brazilian families from Northeast and Southeast regions in managing their wealth.
During its closure process that started in September 2020, he was responsible for the front-office processes including transfers, documentation and contact with third parties to complete the successful closure of the business.
After that, he supported Brazil Prospectors team with researching and identifying potential UHNW and UNW clients and coordinating internal processes.
Before moving to São Paulo in 2019, he first joined J.P.Morgan as intern in Rio de Janeiro.
Matheus holds a Bachelor of Economics degree from Federal University of Rio de Janeiro and he is a Certified Financial Planner (CFP ®) by Planejar in Brazil.
In his spare time Matheus enjoys playing soccer and tennis and spending time with his friends and family.
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