Percy Moreira

Examiner
DISC Type : cs

CEO Itaú USA and Head of International Private Bank at Itaú USA

Miami, Florida, United States

Overview

With over 25 years in Emerging Markets sales at firms like JP Morgan and Merrill Lynch, Percy Moreira is the CEO of Itaú USA and Head of International Private Bank. He leads wealth management operations, drawing on Masters degrees from Walden University and Pontifícia Universidade Católica de São Paulo to guide his global strategy.

Percy considers fatherhood a grounding role, emphasizing the importance of presence, purpose, and leading by example in all aspects of his life. He is passionate about fostering connection and a shared sense of purpose among his teams across the globe.

He recently spoke at the 2025 Council of the Americas Symposium on the topic of legacy and leadership.

Personality Overview

Process Oriented

Late Adopter

Tough To Convince

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

International Diversification
He is driving conversations on global investment strategy through "Visão Global, " a content series he launched for Itaú Private Bank's clients.
Global Team Leadership
Frequently travels to connect with his teams, holding offsites in Zurich, Lisbon, and The Bahamas to align on a shared vision for client service.
Legacy & Leadership
He is a featured speaker on this topic, recently joining a dialogue at the Council of the Americas Symposium to discuss Itaú's journey and values.

Media Appearances

Percy has no verified media appearances

Work History

4-2022
CEO Itaú USA and Head of International Private Bank at Itaú USA
8-2014 - 4-2022
Global Head of Fixed Income Sales at Itaú BBA
6-2009 - 8-2014
Head of Emerging Markets Fixed Income Sales at Scotia Capital
Emerging Markets Fixed Income Sales at Merrill Lynch
EM Sales at J.P. Morgan

Education

2010 - 2012
Master's degree from Walden University
2002 - 2004
Master from Pontifícia Universidade Católica de São Paulo

More Information

Social Presence :

Prographics :

Exp : 16 Location : Miami, Florida, United States Job Level : Leadership Designation : CEO Itaú USA and Head of International Private Bank at Itaú USA
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Insights For Selling To Percy

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Percy is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Percy

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Percy move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Percy take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Percy

Personality Compatibility


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