Ricardo Lanfranchi

Ricardo Lanfranchi
Professional Background
2021 – Current          Bradesco        Miami, FL
CEO & President of Bradesco BF Investments and Bradesco Global Advisors, responsible for international securities distribution for private banking and retail customers. 
2016 – 2021          Bradesco        São Paulo, SP
CEO & President of Bradesco CTVM and Agora Investimentos, responsible for securities distribution for private banking and retail customers. Built the business plan and captained the execution of Agora Investimentos overhaul and re-launch. Also holds statutory responsibilities for the institutional brokerage desks (equities, futures and derivatives); relationship management with the local securities exchange (BMFBovespa – member of the Brokerage and Regulatory Commissions) and the market regulators (CVM, Central Bank, BSM – the exchange SRO); Board Member of Ancord, the Brazilian Broker Houses Association.
2013 – 2016        HSBC            São Paulo, SP
CEO & President of HSBC CTVM and Head of Brokerage Latam, hired to overhaul the whole equities, futures and derivatives platforms in Brazil and Mexico; relationship management with clients, the local securities exchange (BMFBovespa – member of the Brokerage Commission) and the market regulators (CVM, Central Bank, BSM – the exchange SRO); local exposure risk control; overall supervision of equities, futures and derivatives trading desks; prospective customers search; execution of equity capital markets transactions.
2009 – 2013        Barclays        São Paulo, SP
CEO & President of Barclays CTVM, responsible for the whole equities platform build out; relationship management with clients, the local securities exchange (BMFBovespa – member of the Equities Commission) and the market regulators (CVM, Central Bank, BSM – the exchange SRO); local exposure risk control; overall supervision of equities trading desk; prospective customers search; execution of equity capital markets transactions.
1997 – 2009        Merrill Lynch        São Paulo, SP
CEO & President of Merrill Lynch CTVM (broker dealer) and co-CEO of Merrill Lynch Brazil (2003-2005), responsible for the relationship management with clients, the local securities exchange (membership in many steering commissions) and market regulators (CVM, Central Bank); local exposure risk control; overall supervision of the fixed income, equities and derivatives trading desks; prospective customers search; definition and management of budgets and goals; execution of equity capital markets transactions; technology adoption (DMA, Algo Trading, etc) and automation of processes.
1995 – 1997        Banco Garantia    São Paulo, SP
Sales trader, starting the Brazilian clientele coverage business. Also covered few international customers for equities products through an integrated approach (cash and derivatives altogether). Member of the local broker dealer build out team.