Renato is a managing director and chief investment strategist for International Wealth Management at Morgan Stanley. In this capacity, he is part of the Global Investment Office and is responsible for providing global investment direction and intellectual capital to Morgan Stanley Wealth Management’s clients.
Prior to joining Morgan Stanley Wealth Management, Renato was a managing partner and the chief investment officer of Link Capital Advisors LLC, where he helped select families manage and grow their global wealth, and provided tailored strategic advice to investors and companies on investments, real estate, financial and corporate governance issues. He served as a board member and advisor to single family office investment committees. Prior to Link Capital Advisors, Renato worked for UBS as a managing director and chief investment officer for the Latin America region, within the Global CIO Wealth Management area, covering clients of UBS AG (Switzerland) and UBS Financial Services Inc (USA).
He spent 10 years as managing director and chief investment officer for Citi Private Bank, Latin America. Since joining the firm in 2006, he was a voting member of Citi Private Bank’s Global Investment Committee and chaired Citi Wealth Management’s Latin America and Brazil Investment Policy Committees. He also served as head of Citi Private Bank’s New York Investment Center from 2008 to 2011, covering the regions of Latin America, Asia, Europe, Middle East and Africa. He was also responsible for the regional Investment Counseling Team and the Investment Laboratory.
Renato served as global chief investment officer for Citi Private Bank on an interim basis during 2009-2010 when Citi sold Smith Barney. As such, he was responsible for rebuilding the office of the chief investment officer and Global Investment Committee functions, client research publications, marketing strategy, and helped in the separation of investment products. From 2009 to 2016, he was chief investment officer for Citi’s Wealth Management in Latin America. He was part of the management committee working on the integration of the businesses and was responsible for providing intellectual capital to the following regional groups: Citi Private Bank, Banamex Advisory Board, Banamex Banca Privada & Patrimonial, International Personal Banking, Affluent and High Net Worth (AHS), Citigold Private Client, Citigold International, Banco de Chile, and Citi Brazil Asset Management. He also worked on Treasury & Trade Solutions and country-head initiatives.
Before joining Citigroup, he was managing director and equity portfolio manager at GreenAm Advisors, a multistrategy hedge fund affiliated with Paloma Partners. Before moving to the buy side, Renato founded and headed Deutsche Bank’s Global Corporate Governance Research group. He pioneered corporate governance research by combining governance and financial analysis to identify company risk and investment opportunities. Prior to that, he was director of Latin America Investment Strategy for Deutsche Bank in New York. Before that, he was the Latin America strategist for Merrill Lynch in New York. Before that, he was an economist with Wharton Econometrics Forecasting Associates, WEFA Group, in Philadelphia.
He is the Fintech Sector co-lead of the Harvard Business School Alumni Angels of Greater New York, the largest angel group in NY. Renato has actively participated in the reform of capital markets’ laws, regulations and listing standards in countries such as Brazil, Mexico and Argentina. Due to his research on this subject, Deutsche Bank was the only foreign financial institution invited to give testimony before the Brazilian Congress on the importance of corporate law reform. He served as a member of the Private Sector Advisory Group and the Investor Responsibility Task Force, established by the World Bank/IFC/OECD Global Corporate Governance Forum. He has been a speaker at many international forums on issues ranging from corporate governance to financial markets to investment strategy and economics. He has been a guest speaker at the Yale University School of Management’s MBA class of Prof. Ira Millstein. He has been a presenter at major policy conferences including the Commonwealth Central Bank Governors annual conference, the International Corporate Governance Network annual conference (which represents investors with over US$10 trillion in assets under management) and the Latin America Business Council (CEAL). He has contributed articles to the United Nations Environment Program Finance Initiative (UNEP FI).
Renato completed Harvard Business School’s Advanced Management Program, and received an MSc degree in economics with a specialization in international financial economics and econometrics from the University of Montreal. He graduated from Concordia University in Montreal, Canada, with a B.Com (Bachelor of Commerce) degree and a double major in international business and economics. He was born in Brazil and is fluent in French, Portuguese, Spanish, and English.
