Romolo Ricci, CFA

Background

Romolo sees credit as data and discipline. Over more than 20 years in financial services, he has built a rare specialty at the intersection of strategy, finance and credit portfolio management, always grounded in analytics and technology.

He spent 18 years at Itaú, leading portfolio strategy, Investment Banking planning and the Tecfim joint venture between Itaú BBA and Totvs. He scaled a secondary asset-sale book from R$5 billion to R$30 billion and built portfolio-management frameworks. Earlier, he worked at ABN AMRO Real and BankBoston.

He holds a degree in Business Administration from PUC-SP, is a CFA charterholder, and completed executive education at IESE. At F2, he leads risk, credit and business intelligence, making sure every transaction has a thesis, a number and governance behind it.

Highlights

• 25+ years in CIB credit
• R$200bi+ portfolio at Itaú
• Business Intelligence at Itaú
• Advisory Board of Techfin (Totvs/Itaú)

Experience & education