Especialistas em Consultoria à EF e Protocolo Familiar

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1 Especialistas em Consultoria à EF e Protocolo Familiar Helena McDonnell e Magda Gabriel Especialistas em Consultoria à EF e Protocolo Familiar Cambridge Institute Página 1

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8 Especialistas para este projecto HELENA F. MCDONNELL Helena F. McDonnell is a Partner at Cambridge Advisors to Family Enterprise specializing in family strategic planning and with expertise in organizational assessments, executive coaching and wealth management. She has been working with John A. Davis and various teams within Cambridge Advisors as a consultant to family-owned companies and family offices on issues such as succession; talent recruitment and retention; and family, ownership, and business governance. She has also served as facilitator for the Families in Business (FIB) program at Harvard Business School. Prior to joining Cambridge Advisors Ms. McDonnell was the Head of Private Banking at HSBC Bank Brazil, where she was responsible for domestic and international platform for Brazilian clients. In her previous role as Head of Latin America at Royal Bank of Canada, she supervised offices in Brazil, Argentina, Uruguay, and Venezuela. Ms. McDonnell was previously an HR director for a Brazilian family-owned company for several years. She later moved to DBM Brazil, where she was coaching and counseling executives. She was also a partner at Spencer & Stuart, where she conducted several assessment and executive search processes for the recruitment of CEOs and board directors for large companies. Ms. McDonnell graduated in Psychology by UNIP and attended the Leadership Program in INSEAD. She has also pursued additional studies in Finance, Capital Markets, and Marketing. Ms. McDonnell speaks Portuguese (native) and is fluent in English and Spanish. Especialistas em Consultoria à EF e Protocolo Familiar Cambridge Institute Página 8

9 Magda Gabriel - Senior Associate Partner, Cambridge Advisors to Family Enterprise Magda Gabriel is Senior Associate Partner at Cambridge Advisors to Family Enterprise. She has spent her career in banking in Switzerland. After many years of advising family clients in private banking, she turned her focus to advising business families on family enterprise continuity over generations. She assists business families with their governance, next generation development, succession transitions, family offices and financial planning. She is a Family Facilitator at Harvard Business School s executive education program Families in Business: From Generation to Generation, which examines pivotal issues facing family businesses. Ms. Gabriel began her banking career at UBS in Zurich, followed by Nordfinanz Bank where she worked in commercial banking. She began her work in private banking in 1994 at Rothschild Bank in Zurich. In 2001, she joined HSBC Private Bank as Head of the Zurich Latin American Desk. In 2011, Ms. Gabriel became the Head of the LATAM Business Area in Switzerland and Luxembourg and was a Member of the Executive Committee. She also acted as Chairman for the Swiss Trust Company at HSBC. Ms. Gabriel earned her BA in Business Administration and Economics Science in Rio de Janeiro, Brazil and her MBA from the University of Rhode Island. She is fluent in English, Spanish, Portuguese, and German. Contactos Helena Freire McDonnell Cambridge Advisors to Family Enterprise Rua Joaquim Floriano, 888 cj São Paulo- SP - Brasil hmcdonnell@cfeg.com Especialistas em Consultoria à EF e Protocolo Familiar Cambridge Institute Página 9