The Bravo Group

Angela Mello, Executive Director, International and Private Wealth Advisor, is a founder of The BRAVO Group, a Private Wealth Management group focusing on the Brazilian market. She works with family offices and ultra-high net worth individuals to create investment portfolios, establish optimal asset allocation, and assist in family planning. Her process focuses on thoroughly understanding the individual needs for each client and then constructing actionable plans tailored to their specific financial goals.

Over the past 37 years, Angela worked in several areas of the financial markets. Before joining Morgan Stanley, she held various senior positions in the Private Banking industry at Credit Suisse, UBS and Julius Baer. Prior to her Private Banking career, Angela worked in Investment Banking, Sales & Trading and Commercial Banking, where she held executive positions at Goldman Sachs, Lehman Brothers, Morgan Grenfell/Deutsche Bank, Merrill Lynch and JP Morgan, being the first ever Brazilian hired for the bank’s management training program. Angela is a graduate of the Fundação Getulio Vargas in Rio de Janeiro, Brazil's leading school of business and economics. She has served on the Board of the Brazilian American Chamber of Commerce as well as being an advisor to the Brazil Foundation, a non-profit organization raising funds from US donors for Brazil charities.

Outside of work, Angela is a passionate reader of classic fiction and enjoys playing tennis and traveling, including annual bike trips in Europe and spending time at a home that she and her husband recently built on a reserve in Botswana.

2024 Forbes Best-In-State Wealth Advisors

Giuliano Infantozzi, Managing Director, International and Private Wealth Advisor, is a founding partner of The Bravo Group and a member of MS Private Wealth Management Advisory Council. He has been with the Firms since 2016, and has more than two decades of experience in the financial industry working with Latin American markets and clients, including in the corporate investment banking and wealth management areas.

Prior to joining Morgan Stanley, Giuliano was a relationship manager at Credit Suisse Private Banking in New York from 2009 to 2015. At Credit Suisse, Giuliano was a senior partner of a team of five financial advisors responsible for managing over US$4.5 billion of investments from UHNW Brazilian clients. Prior to Credit Suisse, Giuliano was in the Private Banking group of Citibank, New York, where he was a member of a team that oversaw US$3 billion in investments. Prior coming to New York in 2003, Giuliano spent 7 years with the Corporate Investment Banking area of Citibank in Brazil, where he began his career at the age of 18 as credit analyst, and subsequently became one of the youngest corporate investment bankers in Brazil. Giuliano is a graduate of Pontificia Universidade Catolica (“PUC”) in Sao Paulo, Brazil, from which he received a Bachelor’s degree in Business Administration and an extension in Finance from Columbia University in New York.

In his spare time, Giuliano is an avid skier, cyclist and sports enthusiast, and enjoys spending time with his family engaging in all sorts of outdoor activities.

NMLS# 1667629

Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23. Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html?cid=mg-smsp-topadvi-12872

Juliano Barros, Executive Director, International and Private Wealth Advisor, is a founding member of The BRAVO Group, and an Executive Director with the teams’ Miami Office. He joined Morgan Stanley in 2016, and has extensive experience in providing global investment advice, trading and execution services as well as designing customized portfolio allocation strategies for UHNW clients. He brings fresh perspectives by staying current with market trends and provides personalized service, transparency, and high quality communications that give clients the confidence needed to navigate a challenging financial world.

Prior to joining Morgan Stanley, Juliano worked at Credit Suisse for 6 years where he acted as a private banker covering family offices and ultra-high net worth individuals. Juliano has a Fixed Income background as a former trader and credit analyst in institutions such as Queluz Asset Management, UBS Pactual and Banco Modal. In August 2018, Juliano was named to Forbes Magazine's list of America's Top Next Generation of Wealth Advisors. In 2019, he was named to Forbes Next-Gen Best-in-State Wealth Advisors. And in 2020, he was once again named to Forbes Magazine's list of America's Top Next Generation of Wealth Advisors. In 2022 he was named to Forbes Best-In-State Wealth Advisors. He has a Bachelor of Arts in Public Administration from Fundacão Getulio Vargas and an extension in Finance from UC Berkeley.

Outside of Wealth Management, family is important to Juliano, he is a father to 2 girls and an adopted south Floridian. He loves to be outdoors, cycling and doing cookouts with his family and friends.

​2018-2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2018, 2019, 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

Marco Bornia is a financial advisor of The BRAVO Group. He works alongside ultra-high net worth individuals and families to understand their goals and develop tailor-made solutions for clients.

Prior to joining Morgan Stanley, Marco worked with his family to set up a family office in Brazil. Prior to moving to the United States, he founded his own business in the food sector in Rio de Janeiro. He was also a corporate lawyer for 7 years, working in top tier firms in Rio de Janeiro with M&A and capital markets. (Not practicing at Morgan Stanley)

Marco is a graduate of Pontificia Universidade Catolica (“PUC”) in Rio de Janeiro, Brazil, from which he received a Bachelor’s degree in Law, an MBA graduate of HEC Paris and a graduate of the Private Wealth Management Program at Wharton Executive Education. He is also a member of the Institute for Private Investors in the US and Brazil.

Jorge Gouvêa is a partner of The Bravo Group, a Private Wealth Management Team focused on the Brazilian market. He has been with the Firm since 2021 and has more than three decades of experience in the financial industry working with Latin American markets and clients, including the Corporate Investment Banking and Wealth Management areas.

Prior to joining Morgan Stanley, Jorge was a Relationship Manager at UBS International and UBS AG Wealth Management, in Miami from 2014 to 2021. Prior to UBS, Jorge was a Founder Partner of AAA Gestão de Recursos and Simplific Pavarini DTVM, a Financial Institution and Asset Management companies in Rio de Janeiro, Brazil, where he was a member of a team focused in domestic asset allocation and Global Hedge Funds Solutions. Prior to found AAA Gestao de Recursos in 2003, Jorge spent 13 years with the Corporate Investment Banking area of several financial institutions as Banco de Investimentos Garantia, , and Banco Brascan (Brookfield), Banco Modal, Banco Votorantim, where he began his career in 1991. Jorge studied business administration at FCPERJ (“Candido Mendes”) in Rio de Janeiro, Brazil. In the US, Jorge is FINRA registered with Series 7 – General Securities Representative and Series 66 – Securities Agent and Investment Advisor Representative licenses and is fluent in Portuguese and English.

Jorge is a sports enthusiast, loves to surf, ski, run and is a dedicated “Soccer Dad” driving around Florida and abroad for his kid’s Soccer Tournaments. He enjoys spending time with his wife and three children engaging in all sorts of outdoor activities.

Marco Lockmann is a Director of Investment at The BRAVO Group where he works directly with financial advisors and clients building and managing global investment portfolios.
Lockmann joined Morgan Stanley in 2016, prior to that he was the Fixed Income Desk Strategist at Credit Suisse Private Banking in New York, where he focused in generating trading ideas and building portfolio allocations in sovereign and corporate credit.

He carries over 20 years of experience in global capital markets, having worked as an investment banker (Equity and Debt Capital Markets, Mergers and Acquisitions) out of São Paulo, London, and New York. Focused on investment portfolio operations around the world provided him with the necessary foundation for developing a thorough understanding of financial complexities.

Lockmann holds a bachelor’s degree in mechanical engineering from the Polytechnic School of the University of São Paulo (Escola Politécnica da Universidade de São Paulo) and lives in Brooklyn.

Gabriel Brito is an investment analyst at The BRAVO Group, a Private Wealth Management group focusing on the Brazilian ultra-high-net worth market. He focuses on managed products and asset allocations for Ultra High Net Worth clients.

Gabriel has over 10 years of experience in the financial industry. Prior to joining Morgan Stanley, he was a Portfolio Administrator at a boutique Family Office founded by three former Goldman Sachs employees. Additionally, Gabriel also worked at BNY Mellon and UBS Wealth Management.

Gabriel holds a Bachelor in Business from the University of Connecticut. He is fully licensed holding Series 7, Series 3 and Series 66.

Felipe Priorelli is a Private Wealth Advisor Associate at The BRAVO Group, a Private Wealth Management group focusing on the Brazilian ultra-high-net worth market. Felipe is responsible for market insights and trade execution.

Prior to joining Morgan Stanley, Felipe worked for 9 years as a sales trader at INTL FCStone.

Felipe has multiple securities and commodities trading licenses. He holds a Bachelor of Arts degree in Economics from Insper Instituto de Ensino e Pesquisa and a Master’s degree in Business Administration from University of Florida.

Andres Pauta Peralta is a Senior Client Service Associate for The BRAVO Group, a Private Wealth Management group focusing on the Brazilian ultra-high-net worth market.

Based in New York City he is responsible for providing administrative and operational support to Private Wealth Advisors and clients.

Andres holds a Bachelor Degree from Pace University with a Major in Finance and Economics. He also earned a Certification from New York Institute of Finance on Banking, Accounting, Structure and Operations. Prior to joining Morgan Stanley Andres worked as an Associate for the Middle Office for Itau Unibanco S.A. – New York Branch. He is Fluent in Spanish, Portuguese and English.

With over 20 years of experience in Financial Markets, Adriana de Macedo Soares is responsible for operations, client onboarding, trading execution and daily client services.

Adriana holds a bachelor’s degree in mechanical engineering from PUC-Rio, an MBA in Finance from FGV-RJ, and a Latu-Sensu Post Graduate Certificate in Finance and Controller Studies from FIPECAFI-SP. Adriana is a FINRA registered with Series 7 - General Securities Representative and Series 66 – Securities Agent and Investment Advisor Representative licenses.

Prior to joining Morgan Stanley, Adriana held positions at the Miami offices of UBS Financial Services, Banco do Brazil Securities, XP Investments and Bank of America. Adriana also held positions in financial institutions in Brazil, including investment manager in Odebrecht Real Estate – Rio de Janeiro as part of the team responsible for Funding and Structured Financial Operations for the RIO 2016 Olympic Games projects.

Adriana enjoys spending time with her two children, and has a strong interest in music, dedicating her time off work to musical studies, rehearsals and small concerts.