Steven Bloom's Contact Details

Steven Bloom's Company Details

XP Securities

New York, NY, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

XP Investments US, LLC d/b/a XP Investments, a FINRA member, is affiliated with XP Investimentos, servicing institutional clients from around the world with their equities, fixed income and derivatives business needs in international markets. XP Investments also has a Private Wealth Management team servicing private clients from around the world with their needs in international markets.XP Investments' Private Wealth Management team in Miami strives at planning and structuring each client's investment portfolio in a personalized, open architecture model. We strive at working closely with our clients, taking into consideration not only their return objectives and risk tolerance, but also their life cycle, current situation and needs for adjustments.XP Investments' Institutional Desks in New York and Miami service two types of flows: Non Latin American institutions trading Brazilian and Latin American markets (North-South); and Brazilian and Latin American institutions trading international markets (South-North).XP Investments offers institutional investors in the U.S.:- The capability to trade Brazilian local markets through XP Investimentos.- The capability to trade other Latam markets including Mexico, Chile, Colombia, and Peru.- Corporate-access meetings with both public and non-public Brazilian, companies, industry consultants, and regulators.- Customized market commentary from the largest trader of Brazilian equities and options on the Bovespa.XP offers to institutional investors in Latam an extensive expertise in international markets, in addition to knowledge of current demands and interests from Latin American institutions on equities, fixed income, futures and derivatives.