
Lucas Bender
Investment Advisor
- Group:Executive Advisor Team
- Location:Brazil
Lucas Bender
Investment Advisor
Lucas Bender is a seasoned finance professional with more than 15 years of experience spanning investment analysis, fund management, corporate finance, and process improvement. Currently operating as a Financial and Process Consultant, Lucas helps businesses of all sizes gain clarity into their financial operations and unlock value through quality-oriented analysis and strategic process design.
Lucas holds the CVM (Brazilian SEC) CGA Portfolio Manager Certification, reflecting his deep expertise in investment strategy, risk assessment, and financial regulation. His career is marked by a rare combination of technical rigor and creative thinking, allowing him to develop and optimize financial frameworks for asset managers, fintechs, and corporate teams alike.
Prior to his current role, Lucas served as a Senior Investment Analyst at Trilha Investimentos, one of Brazil’s respected asset management firms. There, he conducted sectoral research, corporate valuations, and cash flow projections while closely tracking shareholder structures, governance models, and market dynamics. His ability to translate complex data into actionable insights made him a key contributor to strategic investment decisions.
Lucas also brings institutional experience from his time at Fitch Ratings, where he analyzed a wide variety of investment funds and asset managers across Brazil. This included conducting audits and due diligence meetings with top C-level executives and preparing risk assessments for global rating committees. His reports contributed to major publications and helped shape market perceptions of fund performance and governance.
Earlier in his career, he played a critical role at Plurimax Asset Management, actively participating in investment committees and shaping daily, monthly, and annual performance analyses across equity strategies. His background also includes work as an advisor on the launch of new asset management businesses and restructuring financial operations for SMEs.
Lucas holds a Master’s degree in Financial Engineering from the University of São Paulo and a Bachelor’s degree in Economics from PUC-SP. He is fluent in Portuguese, English, and Spanish—skills honed during his formative years living in Chile and Guatemala.
Beyond finance, Lucas volunteers in leadership roles for community and wellness organizations, reflecting a personal commitment to service and development.
With a robust analytical foundation, diverse market experience, and a collaborative approach, Lucas Bender empowers organizations to navigate complexity, drive results, and build lasting financial health.