Lucas Balieiro is a seasoned wealth management professional based in São Paulo with eight years of experience helping clients build and protect their financial assets across private banking and investment brokerage environments. He has progressed through roles at major institutions including Banco Safra—where he earned a Top Advisor award in 2022—and Pace Capital/BTG Pactual before joining Eleva Invest as a banker. His background blends hands-on financial planning, FP&A and corporate valuation skills developed at KOIN and through the CFA Research Challenge, giving him fluency in cash flow, balance sheet and income statement analysis under IFRS. Trained in business and accounting & finance (FAAP and ESSCA), he pairs technical financial modeling with client-focused advisory practice. Comfortable operating at the intersection of institutional rigor and personalized wealth strategies, he brings both analytic depth and a proven track record of client performance. A curious detail: his GitHub bio hints at an unusual personal identifier rather than typical developer contributions, suggesting a professional focus outside open-source coding.
7 years of coding experience
Bachelor's degree Aeronautics/Aviation/Aerospace Science and Technology General, Bachelor's degree Aeronautics/Aviation/Aerospace Science and Technology General at Universidade Anhembi Morumbi
Postgraduate specialization Accounting and Finance, Postgraduate specialization Accounting and Finance at ESSCA
Bachelor's degree Business, Bachelor's degree Business at FAAP - Fundação Armando Alvares Penteado
Contributions:4 pushes, 1 branch in 1 year 8 months
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