Roberto Teofilo
About Roberto Teofilo
Roberto Teofilo is a Managing Director and Advisor at UBS, with a diverse background in finance and a history of leadership roles at major financial institutions. He also has experience as a professional tennis player and is actively involved in promoting tennis in Brazil through nonprofit organizations.
Current Role at UBS
Roberto Teofilo serves as Managing Director and Advisor at UBS since 2023. In this role, he utilizes his extensive experience in finance and banking to provide strategic advice and solutions to clients. His current position reflects his commitment to delivering high-quality financial services.
Previous Experience at HSBC
Prior to joining UBS, Roberto worked at HSBC as Managing Director and Banker from 2019 to 2023 in Miami, Florida. During his tenure, he was responsible for managing client relationships and overseeing financial operations, contributing to the growth of the bank's presence in the region.
Education and Expertise
Roberto earned a Master's degree in International Management from Thunderbird School of Global Management, where he focused on corporate finance, investments, financial reporting, and international relations. He also holds a Bachelor's degree in International Business and Finance from Auburn University, where he graduated summa cum laude and was named male student-athlete of the year in 1995.
Career Background in Banking
Roberto has a diverse background in banking, having held various positions at notable financial institutions. He worked at Deutsche Bank as Director from 2018 to 2019, at J.P. Morgan Private Bank as Director from 2013 to 2018, and at Merrill Lynch as VP from 2003 to 2013. His experience spans over two decades in the financial sector.
Professional Tennis Career
Before his finance career, Roberto was a professional tennis player from 1989 to 1992. He participated in professional tournaments and achieved notable rankings, reaching the Top 3 in Brazil and Top 50 in the ITF Junior circuits in 1988. His athletic background has contributed to his competitive edge in the finance industry.