Caio Eduardo Imperato de Oliveira is a highly qualified investment consultant with over six years of experience in Brazil’s dynamic financial sector, supporting clients across retail, high-net-worth, private, corporate, and institutional segments. Currently serving as a Commercial Supervisor at BM Corporate, Caio leads investment advisory and portfolio development, helping clients navigate markets with confidence and clarity.

A certified investment specialist (ANBIMA – CPA-20 and CEA), Caio is known for his strong analytical thinking, strategic insight, and dedication to client success. He has held prominent roles in major financial institutions including Santander Corretora, Itaú Unibanco, Sicredi, and Bradesco, building a robust track record in wealth management, portfolio growth, and investor relations.

At Santander, he managed a portfolio exceeding R$70 million, providing bespoke investment advice aligned with each client’s goals and life stage. During his tenure at Itaú’s Íon Investment Office, Caio guided clients through complex investment decisions, public offerings, and structured products, ensuring compliance and satisfaction at every step. His ability to clearly communicate financial strategies and navigate regulatory landscapes has made him a trusted advisor for clients seeking to preserve and grow their wealth.

At BM Corporate, Caio combines technical excellence with interpersonal finesse. His responsibilities span from client relationship management to onboarding, proposal structuring, and team supervision. He actively supports new client acquisition, conducts financial needs assessments, and coordinates investment strategies—ensuring that every client engagement is personalized and performance-driven.

Caio’s journey into finance began after an early career in the creative industry, where he earned a degree in Phonographic Production from Anhembi Morumbi University. This unique background shapes his entrepreneurial mindset and ability to connect with clients on a human level—an essential asset in the investment consulting world.

Fluent in Portuguese and advanced English, and proficient in financial tools and advanced Office Suite, Caio is committed to continuous learning and professional development. His passion for finance is matched by a teachable spirit and a desire to empower others through clear, actionable investment advice.

With a balance of deep technical knowledge, creativity, and client-first mentality, Caio is helping shape the future of investment consulting in Brazil—one relationship at a time.