Marcello Meneguetti
Investment Advisor at Portfel | Consultoria Financeira | São Paulo, São Paulo, Brazil
Marcello Meneguetti’s Email & Phone Number
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Marcello Meneguetti serves as an Investment Advisor at Portfel, a São Paulo-based financial consulting firm that employs CVM-registered professionals to provide conflict-free wealth management and investment guidance. He holds a degree from FGV - Fundação Getulio Vargas and specializes in optimizing financial resource allocation for individual and corporate clients. His advisory practice supports institutional investors and retail portfolios while contributing to the firm’s initiative to distribute standardized financial education across Brazil.
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Reach him through his verified work email or a structured LinkedIn message, leveraging your high-confidence work data to connect directly, and introduce yourself by referencing his CVM certification and Portfel’s investor-focused resource management strategy.
Investment Advisor at Portfel | Consultoria Financeira in November 2024 - Present
Investmente Consultant at Vyp Investments in April 2019 - November 2024
Commercial Executive at Sankhya Gestão de Negócios in June 2021 - November 2022
Commercial Manager at IT Lean in October 2017 - May 2021
Account Manager at Sociedade Brasileira de Couching in November 2016 - October 2017
National Sales Consultant at IT Lean in February 2016 - November 2016
National Sales Manager at CalcBank in April 2014 - January 2016
Senior Relationship Manager at Banco Safra in April 2013 - February 2014
Senior Relationship Manager at Banco Votorantim in June 2011 - February 2013
Senior Relationship Manager at Bradesco in February 2004 - June 2011
Executive Agency Manager at Banco BCN S.A. / Bradesco S.A. in June 1997 - January 2004
Gerente Operacional Plataforma de Empresas at Banco PAN in June 1996 - May 1997
Gerente de contas at Itaú Unibanco in March 1992 - August 1995
1º Tenente Intendente at Exército Brasileiro in January 1987 - January 1991
FGV - Fundação Getulio Vargas, Master of Business Administration (MBA), July 2026
Pontifícia Universidade Católica de São Paulo, Bachelor of Economic Sciences, July 1987 to July 1991
Faculdade Hub, Master of Business Administration (MBA), July 2026
A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços. Nossa missão é oferecer uma gestão de patrimônios ética e profissional para todos. A Portfel tem um braço de educação cujo foco é levar educação financeira gratuita e de qualidade para todos os cidadãos do país.
Discover more about Portfel | Consultoria Financeira
Head Portfel PR | Consultor Financeiro
Consultor financeiro at Portfel
(June 2022 – Present)
Lawyer | Wealth Planning
Advogada - Wealth Planning at Portfel | Consultoria Financeira
(July 2024 – Present)
Lawyer | Corporate Governance | Family Governance | Governance Officer | Business Law | ESG | Family Enterprises | Family Office - Partner at Biolchi Empresarial
Consultor de Investimentos CVM at Portfel | Consultoria Financeira
(April 2024 – Present)
Consultora financeira na Portfel | Especialista em Investimentos
Consultora financeira at Portfel | Consultoria Financeira
(September 2023 – Present)
Seu patrimônio merece estratégia e cuidado – e nenhum conflito de interesse
Consultor financeiro at Portfel | Consultoria Financeira
(January 2025 – Present)
Financial Advisor at Portfel | CEA | MBA Investments & Asset Allocation | PhD Candidate | MSc Reservoir & Exploration Engineering | Electrical Engineer | Financial Market
PhD Candidate at the Institute of GeoEnergy Engineering at Heriot-Watt University
(November 2015 – Present)
What is Marcello Meneguetti email address?
Email Marcello Meneguetti at [email protected] and [email protected]. This email is the most updated Marcello Meneguetti's email found in 2026.
How to contact Marcello Meneguetti?
To contact Marcello Meneguetti send an email to [email protected] or [email protected]. (updated on December 25, 2025)
What company does Marcello Meneguetti work for?
Marcello Meneguetti works for Portfel | Consultoria Financeira.
What is Marcello Meneguetti's role at Portfel | Consultoria Financeira?
Marcello Meneguetti is Investment Advisor
What industry does Marcello Meneguetti work in?
Marcello Meneguetti works in the Financial Services industry.
