Eric Bortoncello Email & Phone Number

Eric Bortoncello

Investment Advisor at XP Investimentos | São Paulo, São Paulo, Brazil

Eric Bortoncello Socials
About Eric Bortoncello

Eric Bortoncello is a dedicated Investment Advisor at XP Investimentos, where he plays a pivotal role in guiding clients through complex financial landscapes and optimizing their investment portfolios. Leveraging his strong foundation in finance, Eric specializes in developing tailored investment strategies that align with clients' long-term financial goals, whether they are individual investors, family businesses, or institutional clients. His expertise encompasses a broad spectrum of financial services, including brokerage, asset allocation, and risk management, ensuring comprehensive support for his clients’ wealth management needs.

Currently working at Portal do Investimento, XP’s dedicated platform for investor education and engagement, Eric actively contributes to enhancing client experience by providing insightful market analysis, personalized financial planning, and strategic advice rooted in economic fundamentals. His involvement in key projects includes developing educational content to demystify investment products, streamlining client onboarding processes, and implementing cost control measures to improve operational efficiency. These initiatives demonstrate his commitment to delivering value-driven solutions and fostering investor confidence.

Eric’s academic pursuits at Insper, a prestigious triple-accredited business school, complement his practical experience by deepening his understanding of economics, entrepreneurship, and financial analysis. His participation in programs like the Plus3 Global Program at the University of Pittsburgh and the Crossroads Emerging Leaders Program from Harvard Business School further enhances his leadership skills and global perspective. With a keen focus on relationship management and resource mobilization, Eric Bortoncello is well-positioned to continue making impactful contributions within the financial services industry, helping clients navigate market complexities with confidence and strategic insight.

Eric Bortoncello Work
1 experience icon

Investment Advisor at XP Investimentos in April 2021 to Present

2 experience icon

Summer Internship at Fox Seguros, GC do Brasil in December 2020 to February 2021

3 experience icon

Investor Relations Assistant at Lovecrypto Inc in December 2020 to January 2021

Eric Bortoncello Education

Insper Instituto de Ensino e Pesquisa, Bachelor's degree, July 2026

University of Pittsburgh, Plus3 Global Program, July 2026

Harvard Business School, Crossroads Emerging Leaders Program, July 2026

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Eric Bortoncello Skills

Finance

Voluntariado

Entrepreneurship

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About Eric Bortoncello's Current Company
Frequently Asked Questions about Eric Bortoncello

What is Eric Bortoncello email address?

Email Eric Bortoncello at [email protected] and [email protected]. This email is the most updated Eric Bortoncello's email found in 2026.

How to contact Eric Bortoncello?

To contact Eric Bortoncello send an email to [email protected] or [email protected]. (updated on December 03, 2024)

What company does Eric Bortoncello work for?

Eric Bortoncello works for XP Investimentos

What is Eric Bortoncello's role at XP Investimentos?

Eric Bortoncello is Investment Advisor

What is Eric Bortoncello's Phone Number?

Eric Bortoncello's phone (**) *** *** 923

What industry does Eric Bortoncello work in?

Eric Bortoncello works in the Financial Services industry.

Eric Bortoncello Email Addresses

Email Eric Bortoncello at [email protected] and [email protected]. This email is the most updated Eric Bortoncello's email found in 2026.

Eric Bortoncello Phone Numbers

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