Summary
Lucas Zafra is an investment advisor based in São Paulo with eight years of experience helping individuals and companies align financial strategies with business and family goals. He has progressed through roles at XL Catlin, Baxter, LG Electronics and boutique brokerages before joining major wealth platform BTG Pactual, blending market intelligence, commercial insight and trade marketing into his advisory approach. Lucas builds personalized financial plans that combine investments, business needs and succession considerations, positioning himself as a single point of contact for comprehensive financial services. Known for translating complex market dynamics into practical recommendations, he emphasizes tailored solutions over one-size-fits-all products. Fluent in Portuguese and experienced across corporate and advisory environments, he leverages cross-industry perspective to spot opportunities clients might overlook.
8 years of coding experience
Bacharelado em Administração Administração, Bacharelado em Administração Administração at FECAP