Max Alves De Lima
Miami,FL
Summary
Experienced professional in the investment management space with over 20 years of experience.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Partner /Senior Portfolio Manager
FNY Capital
01.2000 - Current
Over 20+ years of experience managing equity portfolios within a multi strategy, multi asset class firm with $1.5bn of market exposure.
Assisted in the onboarding of portfolio managers across various asset classes
FX Swaps Trader
Deutche Bank
01.1999 - 01.2000
Vice President Portfolio Manager
Delta National Bank And Trust Company Of New York
07.1994 - 07.1997
Managed all discretionary equity portfolios for the banks private client/ institutional group.
Delta was the foreign private banking arm of Brazils fourth largest private sector bank.
Education
MBA -
Columbia Business School
New York, NYMaster of Arts - Economics
Amherst College
Amherst, MAChartered Financial Analyst
New York, NYSkills
- Strategic Planning
- Talent Recruitment
- Customer Relationship Building
- Company Processes and Procedures
- Investment Management
- CFA designation
Affiliations
- New York Society of Security Analysts
- Ransom Everglades Parents Assocation
- Columbia Business School Alumni Recruiting
Certification
CFA
Languages
Portuguese
Native or Bilingual
Spanish
Professional Working
French
Limited Working
Timeline
Partner /Senior Portfolio Manager
FNY Capital
01.2000 - Current
FX Swaps Trader
Deutche Bank
01.1999 - 01.2000
Vice President Portfolio Manager
Delta National Bank And Trust Company Of New York
07.1994 - 07.1997
MBA -
Columbia Business School
Master of Arts - Economics
Amherst College
Chartered Financial Analyst
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