Francisco Kops

Background

About Francisco Kops

Professional with over 18 years of experience in finance and the financial markets, with experience in both Brazil and the USA, having worked in areas such as asset allocation, credit, macroeconomics, and primarily equities, both on the sell-side and buy-side. Worked as a CIO for a multi family office, as an analyst and portfolio manager of equities at renowned macro asset management firms such as Santander, Legacy, Garde, and Asset1, with a proven performance track record and a defined investment process. Head of research and senior analyst in the financial sector at Safra Bank. Experience in credit, accounting, and FP & A at companies like Medley and E&Y. CFA charterholder since 2012. Currently, I am responsible for the asset allocation strategy and management of managed portfolios at Persevera, the asset management firm partnered with the Fami group (the largest financial advisory company in Brazil). I am responsible for defining the structural and tactical asset allocation for clients, as well as selecting products. Additionally, I am part of the equities management and analysis team at Persevera, as well as the strategy committees. More recently, I served as the CIO of Ivest, a multi-family office that was acquired by the Fami group in November 2024. I am passionate about finance, macroeconomics, markets, and especially understanding, analyzing, and communicating business strategies and models. Moreover, I am enthusiastic about communication and maintaining relationships, having developed an extensive network with managers, analysts, allocators, executives, and finance professionals. Finally, I genuinely enjoy developing and teaching talents, with experience in leading and developing professionals at several companies I have worked with, such as Medley, Safra, and Asset1. Therefore, I seek to build my career in areas that potentialize my technical and interpersonal skills such as equities, wealth management, credit, corporate finance and consulting.