Jera Capital Essense
~R$ 7 billion
+10 years
+50 families
+40 profissionals
Mission
Positioning families at the forefront of enduring global wealth, multiplied through a segmented investment strategy supported by a solid allocation philosophy.
Vision
Helping families thrive for generations by offering excellence, innovation, and a personal approach to wealth management, with the same commitment that has always guided our work.
Values
Cultivated belonging
Deep relationships are built over time, decision by decision.
With trust, responsibility, and engagement. For some families, this bond extends to the very structure of Jera Capital, through equity participation and a seat in governance.
Converging interest
The more complex the decision, the more important it is to know where each interest points.
At Jera Capital, recommendation, responsibility, and consequence must all converge in the same direction: what makes sense for the family.
Absolute accountability
Every financial decision is part of a larger system.
That is why we do not fragment care or dilute responsibility. We connect assets, context, and consequences, overseeing every choice with a holistic perspective.
Time as perspective
A legacy doesn't begin when it arrives at Jera Capital, nor does it end when it passes to the next generation.
That is why we view every decision from a broader perspective: what it represents today, what it preserves from the past, and how it prepares the way for those who follow.
Senior high-performance leadership
Jera Capital was established from the perspective of professionals with over 20 years of experience in the financial market, coming from major global institutions. We identified a foundational gap: the need for wealth management that is truly independent, sophisticated, and free from conflicts of interest.
Felipe Nobre
Felipe served as a portfolio manager at Banco Fator and Unibanco over three decades. He was a founding partner at Mainstay Capital before founding Jera Capital. YPO member, graduated from FGV-EAESP and holds a Master's in Economics from USP.
Fernando Kahtalian
Fernando has 30 years of experience in the financial market. He began his career at Banco Garantia and became director of equities at CSFB Garantia. A graduate in Business Administration from FGV-EAESP, he combines strategic leadership and operational expertise.
Eduardo Setti, CFP®
Eduardo leads strategic client relationships at Jera with 20 years of experience in high-net-worth wealth management. He was a private banker at Credit Suisse Hedging-Griffo and founded Perpetua Patrimônio. Graduated from FGV-EAESP and CFP® certified.
Guilherme Ghidetti, CFA
Guilherme leads Jera's investment strategy with 19 years of experience in asset selection and global portfolio construction. He was a partner at GPS (Julius Baer). Civil Engineer from Poli-USP, Master's from EESP-FGV and CFA certified.
Stephanie Carvalho
Stephanie leads Revenue Operations, Marketing, and Client Success at Jera, bringing 15 years of experience in finance, analytics, and commercial intelligence. She holds a specialization in Financial Management from Insper, an MBA from USP, and executive education from the University of Chicago Booth.
Iury Almeida
Iury leads technology at Jera Capital with 11 years of experience in platforms and analytical models for the financial market. He was a partner at XP Inc. and previously held positions at RB Capital and Pentágono S.A. DTVM. He holds a bachelor's degree in Economics from Ibmec.