Percy Moreira in

Percy Moreira

Examiner · DISC type cs
CEO Itaú USA and Head of International Private Bank at Itaú USA
📍 Miami, Florida, United States

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.

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Experience
16 Years
Current Role
CEO Itaú USA and Head of International Private Bank
Job Level
Leadership
Location
Miami, Florida, United States
Personality Overview

How Percy shows up

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.

Priorities

Topics Percy cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2010 - 2012
Master's degree
Walden University
2002 - 2004
Master
Pontifícia Universidade Católica de São Paulo
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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