Silvia Rosen

Silvia is President & Chief Investment officer at LionX Advisors, specializing in management and coordination of different aspects of a family’s wealth including investments, taxes, legal and philanthropic activities. She is also responsible for establishing wealth across generations and disbursing payments to family members. The company also provides family management services, which includes family governance, financial and investment education, and succession planning.

Prior to founding LionX in 2007, she was Vice President Private banking at Espirto Santo Bank for eight years (now Haitong) where she was responsible for managing $180-plus million in diversified portfolios.

Silvia has more than 25 years in private banking and private wealth management experience. She earned her Bachelor in Business Administration from Fundacao Getulio Vargas, Sao Paulo, SP – Brazil, a Bachelor in Law from Facultade de Direito da Universidade Sao Paulo, SP – Brazil , and her MBA from Pace University in New York.

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