Marco Aurélio Guerra de Sá, CFA

With over 25 years of experience in Wealth Management in the USA, Marco has a distinguished career in the global financial market. With a professional career focused on global wealth management, he served as Chief Investment Officer for 17 years at Credit Agricole Indosuez Wealth Management in Miami, where he was responsible for the investment team for Latin America (offshore) and Brazil (onshore).

His role as Chief Investment Officer extended to Banco do Brasil Securities in Miami, where he led the commercial and investment areas dedicated to high-net-worth clients. As Head of the Trading Desk at Credit Agricole Securities, he was involved in all major global securities markets, an experience that consolidated his trajectory in the U.S. fixed income market, which began at Fibra Securities (New York).

His career also included 6 years at BankBoston International in Coral Gables (USA), where he served as Head of Advisory in International Private Banking. Marco began his career in São Paulo, with tenures at BankBoston and Banco Fibra.

Marco has profound knowledge of the global financial market, focusing on portfolio management and tax planning for high-net-worth investors. His solid academic background includes an MBA from MIT Sloan School of Management, and degrees in Law from USP and Economics from Unicamp.

Since 2014, Marco has held the prestigious CFA (Chartered Financial Analyst) license, reinforcing his ethical commitment to excellence in managing our clients' wealth within the highest standards of fiduciary responsibility.