Maria Eugenia Fernandes Barbato
About Maria Eugenia Fernandes Barbato
Maria Eugenia Fernandes Barbato is a Client Account Manager at UBS in São Paulo, Brazil, where she has worked since 2022. She holds a degree in Production Engineering from Universidade Presbiteriana Mackenzie and a postgraduate degree in Financial Management from FGV.
Work at UBS
Maria Eugenia Fernandes Barbato has been employed at UBS as a Client Account Manager since 2022, working in São Paulo, Brazil. In her current role, she manages both onshore and offshore client portfolios at UBS Consenso. She supports advisors with diverse client portfolio maintenance demands and facilitates order execution with various custodian partners. Prior to her current position, she worked at UBS in Wealth Management from 2020 to 2022, also in São Paulo.
Education and Expertise
Maria Eugenia Fernandes Barbato studied at Universidade Presbiteriana Mackenzie, where she earned a degree in Engenharia de Produção from 2017 to 2022. She is currently pursuing a Postgraduate Degree in Gestão Financeira at FGV, with her studies spanning from 2023 to 2024. Her educational background provides her with a solid foundation in production engineering and financial management.
Background
Before joining UBS, Maria worked at Mercer Brasil in a role focused on M&A for 11 months in 2019 to 2020, also in São Paulo. Additionally, she worked at Colégio Presbiteriano Mackenzie as a Tecnologia Educacional from 2018 to 2019. Her diverse work experience includes roles in financial services and educational technology.
Client Portfolio Management
In her role as Client Account Manager at UBS, Maria Eugenia Fernandes Barbato is responsible for managing a diverse range of client portfolios. She plays a crucial role in supporting advisors by addressing various maintenance demands related to these portfolios. Her expertise in both onshore and offshore portfolio management enhances her effectiveness in this position.