Our Partners

Our partners are committed long term to Turim MFO, which is why we have clear succession and governance rules and practices.

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Gustavo Marini

Founding Partner & Co-CEO

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Eduardo Gomes de Almeida

Co-CEO

Gustavo is Turim’s founder and Co-CEO.

Before founding Turim in 2001, Gustavo was the CEO at Santander Brasil Asset Management and of Santander Brasil Private Equity, being the most awarded Asset Management in the country during 2000 (13 funds awarded 5 stars by Exame magazine, 5 funds awarded 5 stars by Investidor Individual magazine, and Best Separately Managed Account by W Mercer).

He was named Executive Director of Banco Bozano Simonsen in 1997 and during his tenure co-developed the first Brazilian virtual broker dealer, investshop.com.br. He started his career in Banco de Investimentos Garantia, where over a period of 10+ years he had roles in several divisions including Administrative, Back-Office, Trading, and Credit Analysis, as well as being responsible for the Rio de Janeiro, Minas Gerais and Bahia offices.

He is member of the Americas Executive Board of MIT Sloan School since August 2017.

Gustavo is a Civil Engineer and holds an MBA from COPPEAD – Universidade Federal do Rio de Janeiro. He also holds a Master of Science in Business from MIT.

Eduardo is Turim’s Co-CEO.

He joined Turim in 2003 and now coordinates the Wealth Planning division, which provides services that include the creation and maintenance of offshore structures to hold investments, real estate and others, oversight of fiscal and accounting matters, coordination of immigration services, analysis of illiquid investments, as well as supervision of succession planning, including Trusts.

Prior to Turim he was a Director and Partner at Banco Modal, where he was responsible for the Corporate Finance and Investment divisions. He was also a Corporate Finance and Private Equity Manager at Banco Icatu S.A. and Corporate Finance Manager at Banco Pactual S.A.

He is currently on the board of ANBIMA's Asset Management Council, previously having served as President of ANBIMA's Wealth Management Council.

Eduardo holds an MBA in Corporate Finance from the University of Michigan and a Bachelor’s Degree in Civil Engineering from PUC-RJ.

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Ana Carolina Carvalho

Operations, Risk & Compliance

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Bernardo Mascarenhas

Client Relations

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Fernando Verboonen

Investment

Ana Carolina joined Turim in 2006 and is COO (Chief Operating Officer).

She began her career as an Investment Analyst and migrated to Controller in 2008. As the Controller, she was responsible for producing analytical reports and for consolidating client positions. In 2013, she became the COO and took on the role of Head of the Operations division. Her responsibilities include the settlement of all operations as well as leading the IT team. Since then, she has supervised the internal development of company-wide systems & software, and has revamped the firm’s technological infrastructure. Ana Carolina is now also responsible for the Risk and Compliance divisions, whose duties include monitoring all processes and client portfolios, and making sure that every decision is unbiased and in line with the market’s best practices.

She holds an Executive Certificate in Management and Leadership from MIT Sloan School of Management, and has completed courses in Risk Management for Corporate Leaders and Leading Professional Service Firms from Harvard Business School, as well as executive courses in Essential IT for Non-IT Executives, Developing and Managing a Successful Technology and Product Strategy and Implementing Improvement Strategies: Dynamic Work Design from MIT Sloan School of Management.

Ana Carolina holds a Bachelor’s Degree in Economics from IBMEC-RJ.

Bernardo joined Turim in 2007 and is a member of the Client Relations team.

He joined Turim with the responsibility of structuring the Client Relations division, and was tasked with hiring the team and developing processes, reports and backing material, supported by the other divisions.

Prior to Turim, Bernardo was a Financial Administrative Director and Commercial Director for Icatu Hartford Seguros S.A., as well as a Director of the Sindicato das Seguradoras do Estado do Rio de Janeiro. He has over 18 years of experience in Finance, having occupied senior positions in investment banking and asset management divisions for Banco Vega and Banco Montreal S.A, including a 2 year period at the trading desk in Toronto, Canada.

Bernardo holds an MBA in Insurance with honors from IBMEC-RJ and a Bachelor degree in Economics from Pontifícia Universidade Católica do Rio de Janeiro – PUC-RJ, as well as specializing courses both in Brazil and abroad.

Fernando joined Turim in 2009 and is a Portfolio Manager.

Initially he was responsible for analyzing investments in Equity, Private Equity and Venture Capital. Currently he is responsible for managing all portfolios in Brazil and abroad, allocating assets according to clients’ risk profiles.

Prior to Turim, Fernando worked at SulAmérica’s M&A division.

He is certified by CVM as a Portfolio Manager, holds a Master’s Degree in Business from COPPEAD – UFRJ and an Industrial Engineering Degree by UFRJ.

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Georgiana Rothier

Client Relations

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Gustavo Lutfi

Wealth Planning

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Leonardo Martins Moraes

Investment

Georgiana joined Turim in 2019 and is responsible for the Client Relations team in São Paulo.

For over 20 years working in the financial market, she served as Managing Director for Credit Suisse Brasil, leading the client acquisition area for Private Banking and Wealth Management until 2017. She was a member of the Credit Suisse Strategic Private Banking Committee and ANBIMA’s representative for regulatory matters.

She joined Hedging Griffo in 2001 and became a partner in 2004, fully participating of Hedging Griffo’s acquisition by Credit Suisse. Previously, she worked at Banco BTG Pactual and Investidor Profissional Capital Partners.

She has a degree in Business and an MBA in Finance from IBMEC-SP. She participated in several courses in the last 2 years, when she lived in New York, such as: Leading Strategic Growth and Change and Future of Learning (Columbia Business School); Art, Money and the Law (Christie’s Education); and Introduction to Art and Finance (Sotherby’s Institute of Art). At the Credit Suisse training center in Zurich, she took several courses focused on leadership such as Leadership Development. In 2018, she participated in the Singularity University Summit.

She is a member of Museum of Modern Art (MAM-SP) Council, Pivô Arte e Pesquisa Council and the patronage of the Pinacoteca of the State of São Paulo. In the USA, she is a member of the: International Leadership Council of the New Museum; the Media and Performance Committee of The Museum of Modern Art - MoMA; and the Board of AnnexB, an artistic residency in New York focused on Brazilian artists. She is also a mentor at Instituto Quintessa, a social business accelerator with a focus on impact management.

Gustavo joined Turim in 2014 and to help develop the recently created Wealth Planning area.

Before Turim, he contributed to the structuring of the Wealth Management team at Kron Gestão de Recursos.

He started his career at BNY Mellon and was responsible for supervising their fund limits and investment policies. He then migrated to Banco Modal’s Asset Allocation and Fund Management team. Later, he left to start his own asset allocation firm where he was responsible for all issues regarding Compliance, Risk Management and Back Office controls.

He has a degree in Business Administration from UCAM and Accounting from IBMEC-RJ with a CRC registration in Accounting and a Certified Financial Planner (CFP) certification obtained in 2014. He has an MBA in Finance from IBMEC-RJ.

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Leonardo joined Turim in 2001 and is Turim’s CIO (Chief Investment Officer) and Head of the Investment Team.

He was the first hire by Turim’s founder, Gustavo Marini, and started out as an intern. He was later promoted to investment analyst and in 2007 was made Partner, and became responsible for asset allocation in Brazil. In 2008, he was promoted to lead the Brazil investment team, responding directly to the CEO.

Leonardo has the General Management Program (GMP) certificate from Harvard Business School.

He holds an Economics Degree from IBMEC-RJ.

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Marcos Mertens

Investment, Endowments and Private Foundations

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Nelson Abrahão

Investment

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Patrícia Xavier

Client Experience

Marcos joined Turim in 2016 and is part of the Investment team and responsible for the Endowments and Private Foundations area.

Prior to Turim, he was an Executive Superintendent at Bradesco Asset Management, responsible for the management of Exclusive Funds and FoFs, and an Investment Superintendent at Bradesco Private Bank. Previously he was an equity portfolio manager at Finasa Asset Management, with prior roles at the firm in the Investment Analysis, M&A and FX Trading divisions.

Marcos is certified by CVM as Portfolio Manager and has a PMD from IESE Business School. He also holds an MBA in Finance from USP.

Nelson joined Turim in 2004 and is currently Turim's strategist.

He joined Turim with the objective of developing the Macroeconomic Research division. As an Economist, he was responsible for elaborating forecasts and reports both for Brazil and abroad. In 2006, as part of the Investment Team, he became the Portfolio Manager for our clients’ international investments, and responsible for executing and monitoring the investment strategies.

He holds a Master’s Degree (Strictu Sensu) in Economics from EPGE-FGV / RJ with a degree in Economics from UFRJ. During 2011 and 2012 he was a Macroeconomics professor at COPPEAD’s Finance training course.

Patricia joined Turim in 2001 and is responsible for the Client Experience team.

As responsible for the Client Experience area, she supervises all processes that involve the Client Relations team, such as: onboarding of new clients, CRM, Communications and Prospection Mapping. In addition, her team is hands on with Turim's Institutional agenda.

Previously Patricia was a Commercial Manager for Banco Bozano Simonsen and for investshop.com.br. She also worked for UNICEF - United Nations Children's Fund in Brasilia and for Brazil’s Ministry of Health between 1986 and 1997.

She holds a Biochemistry Degree from Universidade Federal de Ouro Preto and a Social Communications Degree from Universidade de Brasília.

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Roberta Goulart

Client Relations

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Rodrigo Louro

Turim UK

Patricia joined Turim in 2001 and is responsible for the Client Experience team.

As responsible for the Client Experience area, she supervises all processes that involve the Client Relations team, such as: onboarding of new clients, CRM, Communications and Prospection Mapping. In addition, her team is hands on with Turim's Institutional agenda.

Previously Patricia was a Commercial Manager for Banco Bozano Simonsen and for investshop.com.br. She also worked for UNICEF - United Nations Children's Fund in Brasilia and for Brazil’s Ministry of Health between 1986 and 1997.

She holds a Biochemistry Degree from Universidade Federal de Ouro Preto and a Social Communications Degree from Universidade de Brasília.

Roberta joined Turim in 2009 and is a member of the Client Relations team and head of our Sustainability area.

She joined the team with the aim of developing advanced planning services within the Client Relations division and slowly expanded her work to client relationship and coordination of all services offered to our clients. She is responsible for the financial education program that fosters and develops the next generations of clients. She works very closely with the families to help them develop their family governance, to better understand their portfolios and to expanding the interpersonal relationships among multiple generations.

Prior to joining Turim, Roberta worked in the Capital Markets division at Lehman Brothers London, focused on clients in the Middle East and Iberian Peninsula. She was Corporate Governance Manager for BNY Mellon from 2002 to 2006, where she was responsible for supervising controlling stakes acquired by institutional investors after privatizations. She was also Corporate Governance analyst for Icatu Investimentos from 1998 to 2002.

She is specialized in Leading Professional Service Firms from Harvard Business School.

Roberta holds a Master’s Degree in Economics by Oxford University with a Chevening Scholarship from the British Foreign Commonwealth office, and a Bachelor’s with honors in Business and Post Graduated Degree in Corporate Finance from PUC-RJ, with scholarship.

Rodrigo joined Turim in 2013.

Currently living in London, he is Advisor and responsible for the Turim UK Limited office since 2019.

As a member of the Investment Team and partner responsible for the team of Manager Selection e Research in Brazil and abroad. His area conducts research, allocations and monitors funds and managers across the most diverse asset classes such as equities and alternatives, with vast experience in Private Equity and technology opportunities, including Venture Capital.

He started his career as an analyst for Vale in the Strategic Supply Management division. He later co-founded and managed a tech start-up focused on the intersection between social networks and sports. Before joining Turim, he was an analyst responsible for global hedge fund diligence for Rio Capital.

He is Chartered Financial Analyst (CFA) certified since 2015.

Rodrigo has a Bachelor’s in Business a and Post-Graduate Degree in Corporate Finance from PUC-RJ with scholarship.

Team Expertise