Rafael Furlan, CFA, CAIA

Rafael Furlan, CFA, CAIA

Portfolio Manager, Asset allocator and Equity Research Analyst

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location of Rafael Furlan, CFA, CAIASão Paulo, São Paulo, Brazil

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  • Timeline

  • About me

    Co-founder and PM at Norte Asset Management

  • Education

    • Stanford University Graduate School of Business

      2019 - 2020
      Standord Ignite
    • Fundação Getulio Vargas

      2006 - 2009
      Bachelor's degree Business Administration and Management - Corporate Finance and Financial Markets
    • Harvard Business School

      2025 - 2027
      OPM - Owner/President Management
  • Experience

    • HSBC Global Asset Management

      Nov 2007 - Jul 2016
      Portfolio Manager, Asset allocator and Equity Research Analyst
    • BRAM - Bradesco Asset Management

      Jul 2016 - Mar 2017
      Equity Research Analyst
    • Miles Capital

      Mar 2017 - Aug 2020
      Co-founder and Portfolio Manager
    • Norte Asset Management

      Aug 2020 - now
      Co-founder and Portfolio Manager
  • Licenses & Certifications

    • CGA

      ANBIMA
    • CAIA Charterholder

      CAIA Association
    • CFA Charterholder

      CFA Institute