EFG announced in a press release the promotion of Luis Ferreira to Deputy CEO of the Miami RIA and Chief Investment Officer (CIO) for the Americas. He will remain based in Miami and report to Sanjin Mohorovic, CEO of EFG Capital International for Latin America, and Andre Portelli, Global Head of Investments and Client Solutions.
As Deputy CEO of the Miami RIA, Ferreira will work alongside Eduardo Cruz, Managing Director of the unit, in defining the segment’s strategy and objectives, as well as developing the service offering. The Miami RIA’s activities include client advisory, consolidated solutions, third-party distribution, and servicing Latin American clients in the United States.
In his new role, Ferreira will also be responsible for leading the investment solutions teams across the Americas, coordinating work with other EFG offices—including those in Switzerland, the Caribbean, and Panama—and developing an investment strategy focused on Latin American clients, in alignment with EFG’s global leadership.
“We have a multifaceted approach to Latin America to take advantage of the opportunities presented by a region that continues to show growth in wealth creation,” said Sanjin Mohorovic, CEO of EFG for Latin America. “We are confident that Luis will play a key role in executing our strategic plan, enhancing our investment platform, expanding our presence in Brazil and throughout the region, and shaping the next phase of EFG’s growth in Latin America.”
In a post on his personal LinkedIn profile, Mohorovic also stated that Luis Ferreira will contribute to and actively lead business development efforts in Brazil, in partnership with EFG’s Private Banking Heads in Miami, Switzerland, and the Bahamas.
Luis Ferreira has been with EFG for nearly a decade. Since 2019, he has led the Investment Strategy Group at EFG Capital. Previously, he worked for five years at Delta National Bank and Trust Company in New York and six years at Banco Alfa in São Paulo as an equity portfolio manager. He holds an MBA from the Jack Welch Management Institute in the United States.
According to EFG, the appointment is in line with its strategy to expand its presence in Latin America, strengthen its investment platform, and seize opportunities in a region experiencing rapid wealth creation.
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