About Isabelle
With more than a decade of experience in investment advisory and wealth management, Isabelle combines expertise in both constructing tailored investment portfolios and aligning investors’ unique goals with their wealth planning objectives.
Isabelle began her career in asset management, facilitating transparent communication with investors and providing insights into financial performance and market dynamics. Later she moved to private banking, helping high-net-worth individuals connect with investment opportunities and contributing strategically to building their portfolio. Isabelle joined Focus Partners through the firm’s merger with Bordeaux Wealth Advisors, where she held relationship-management positions in fintech startup and venture capital. Her background also includes managing partnerships with single and multi-family offices and offering a wide range of investment strategies, from fixed income and public equity to more complex illiquid investments.
Isabelle is actively involved with CFA Society San Francisco, volunteering in the Member Programming Advisory Council.
Education and Professional Milestones
-University of Brasilia in Brazil – bachelor’s degree
With more than a decade of experience in investment advisory and wealth management, Isabelle combines expertise in both constructing tailored investment portfolios and aligning investors’ unique goals with their wealth planning objectives.
Isabelle began her career in asset management, facilitating transparent communication with investors and providing insights into financial performance and market dynamics. Later she moved to private banking, helping high-net-worth individuals connect with investment opportunities and contributing strategically to building their portfolio. Isabelle joined Focus Partners through the firm’s merger with Bordeaux Wealth Advisors, where she held relationship-management positions in fintech startup and venture capital. Her background also includes managing partnerships with single and multi-family offices and offering a wide range of investment strategies, from fixed income and public equity to more complex illiquid investments.
Isabelle is actively involved with CFA Society San Francisco, volunteering in the Member Programming Advisory Council.
Education and Professional Milestones
-University of Brasilia in Brazil – bachelor’s degree