Marcelo graduated in International Economics Science. He obtained in 1998 the certified European Financial Analyst CEFA professional designation and the Federal Diploma for Financial Analyst and Portfolio manager, Swiss Federal License issued by AZEK Swiss Association of Financial Analysts and Portfolio Managers, Zurich, Switzerland. This designation of the Certified Financial Analyst promotes the highest standard of personal and professional conduct in the investment management consulting profession.
Marcelo is fluent in Portuguese, German, English, Spanish, and French in addition to good Italian knowledge.
We are an independent investment advisory firm committed to transparency and personalized service with the power of tailor made investments.