Welcome

We are a dedicated team of 12 highly experienced financial professionals with diverse backgrounds within the financial industry. We combine our talents to help some of the most prominent families in Brazil, in order to address the complex, multigenerational challenges of managing significant wealth.

Based in New York City and Miami, our Team is positioned to best serve clients and provide extensive global market coverage. The interests of our clients always go first as we seek to build long-term relationships based on personal integrity, professional competence and mutual trust.
Working With You
  • Integrated team approach: we operate as an exclusive Private Wealth Management boutique within the firm, providing institutional-type coverage to large family offices and private clients.
  • Focused team with limited number of clients and deep coverage capabilities.
  • Cost efficient implementation: competitive pricing and optimization of investment vehicle (direct bonds, separately managed accounts, discretionary solutions, primary issues, credit lines, among others)
  • Morgan Stanley offers the strength, stability and resources of global financial services leader with more than 150 years of heritage, high capital strength and focus on Private Wealth Management.
Capabilities
  • Investment Management
  • Manager Selection
  • Proprietary Investment Opportunities
  • Open-Architecture Platform
  • Sustainable & Responsible Investing
  • Risk Management
  • Hedging Strategies
  • Family Governance & Wealth Education
  • Corporate Services
  • Comprehensive Wealth Planning
  • Philanthropy Management
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
  • Morgan Stanley Wealth Management
  • Institutional Securities Group
  • Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
  • $2.4tn in client assets under management1
  • Morgan Stanley reported revenues of $11.9Bn1
  • More than 55,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
  • $206Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations

Location

399 Park Avenue
23rd Floor
New York, NY 10022
US
Direct:
(212) 271-0494(212) 271-0494
1111 Brickell Ave
14th Floor
Miami, FL 33131
US
Direct:
(305) 347-2002(305) 347-2002

Meet Bravo Group

About Me

Angela Mello 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.

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.
Securities Agent: CA, CO, CT, DE, FL, IL, MD, NC, NJ, NM, NY, SD, TN, VA, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1655525

About Me

Giuliano Infantozzi is a senior partner of The BRAVO Group. He has more than 21 years of experience in the financial industry working with Latin American markets and clients, including in the corporate banking, investment banking and private banking areas. Giuliano’s long experience in developing and leveraging key relationships with institutional and individual clients, together with his entrepreneurial drive to identify new business and cross-selling opportunities, has enabled him to develop tailored-complex solutions for UHNW.

Prior to joining Morgan Stanley, Giuliano was a relationship manager at Credit Suisse Private Banking in New York. 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 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.
Securities Agent: CA, CO, CT, DE, FL, IL, MD, NC, NJ, NM, NY, SD, TN, VA, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1667629

About Me

Tiani Hausen leads the Miami office of The BRAVO Group, a Private Wealth Management group focusing on the Brazilian market. The team focuses on covering family offices  and ultra-high net worth individuals providing global investment advice, trading and execution as well as portfolio allocation strategies. 

Prior to joining Morgan Stanley, Tiani was a Managing Director for Credit Suisse Private Banking for 3 years;  and JP Morgan for 15 years  - where he held senior positions as Head of Global Investments Opportunity team and the Brazil private banking. Before taking the Private bank roles at JP Morgan he lead the  Institutional Emerging Markets Fixed Income Sales team covering US Institutional accounts in New York. He first moved to New York to join Merrill Lynch, covering US Institutional clients for Emerging Market Fixed income products. Tiani started his career  at Citibank Brazil and later moved to London with Bankers Trust.

He obtained his Bachelor of Arts in Business Administration from Universidade Federal Do Rio Grande Do Sul and Electrical Engineering Degree from PUC RS.
Securities Agent: CA, CO, CT, DE, FL, IL, MD, NC, NJ, NM, NY, SD, TN, VA, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 837286

About Me

Juliano Barros is a First Vice President of The BRAVO Group, a Private Wealth Management group focusing on the Brazilian ultra-high-net worth market.

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. His expertise focuses on providing global investment advice, trading and execution as well as portfolio allocation strategies. Juliano has a Fixed Income background acquired from the time he worked as a 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

He obtained a Bachelor of Arts in Public Administration from Fundacão Getulio Vargas and an extension in Finance from UC Berkeley.
Securities Agent: CA, CO, CT, DE, FL, IL, MD, NC, NJ, NM, NY, SD, TN, VA, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1696787

About Me

Tatiana Franco is a Financial Advisor of The Bravo Group. She has more than twelve years’ experience in the Financial Industry in both Brazil and US markets. 

Prior to joining Morgan Stanley, Tatiana worked for seven years at Goldman Sachs in Sao Paulo, and subsequently in New York. She worked with Institutional clients in the Goldman Sachs Asset Management division (GSAM), covering Fixed Income strategies for Insurance clients.

Prior to Goldman, Tatiana worked for five years at Gavea Investimentos (Brazilian investment firm founded and run by the former President of the Central Bank of Brazil and former associate of George Soros, Mr. Arminio Fraga). At Gavea, Tatiana started at the Offshore Investments team, later moving to the Private Equity division where she joined the investments management team. 

Tatiana obtained a Bachelor of Arts in Business Administration from Pontificia Universidade Catolica (PUC) in Rio de Janeiro, Brazil. As a visiting graduating student at University of Florida (UF) in an exchange program, she was granted a scholarship for academic merit by the Brazilian government financing agency. Tatiana graduated top 10% of her class, with academic honors. She also has a Master’s degree in Finance from Instituto Brasileiro de Mercado de Capitais (IBMEC).
Securities Agent: CA, CO, CT, DE, FL, GA, IL, MD, NC, NJ, NM, NY, SD, TN, VA, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1715251

About Me

Marco Lockmann is an investment professional at The BRAVO Group, a Private Wealth Management group focusing on the Brazilian ultra-high-net worth market. His expertise focuses on crafting strategies and tailored fixed income portfolios for Ultra High Net Worth and Family Office clients.

Prior to joining Morgan Stanley, Marco Lockmann was the International Fixed Income Desk Strategist at Credit Suisse Private Banking in New York, where he was in charge of generating trading ideas and portfolio allocations across Global Emerging Markets and European credits. Marco has over 15 years of experience in Emerging Markets, and prior to Credit Suisse he worked in structured credit at Seaport Global/Life Capital (Connecticut) and was an investment banker (DCM and M&A) at BBA Creditanstalt and Votorantim Securities out of London, New York and Sao Paulo. 

Marco holds a Bachelor Degree in Mechanical Engineering from the University of São Paulo.

About Me

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 and 66.

About Me

Felipe Priorelli is an investment analyst 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.
Securities Agent, Investment Advisor Representative, General Securities Representative, Transactional Futures/Commodities, Managed Futures; CA; CO; CT; DE; FL; IL; MD; NJ; NM; NY; SD; TX; VA; WA; WY

About Me

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

With more than 10 years of experience in Wealth Management and Fiduciary fields, Patricia is responsible for providing administrative and operational support to Private Wealth Advisors and clients. Patricia is fully licensed holding Series 7, Series 66.

She holds a Bachelor Degree in Business from Federal University of Santa Catarina (UFSC), Brazil. She is fluent in Portuguese and English.

About Me

Karla Marcano Caston is a Senior Registered Client Service Associate for The BRAVO Group, a Private Wealth Management group focusing on the Brazilian ultra-high-net worth market.

Based in Miami, Florida with over a decade of experience in Wealth Management, she is responsible for providing administrative and operational support to Private Wealth Advisors and clients. 

Karla is fully licensed holding Series 7, Series 63, Series 65, Life and Variable License. She holds a Bachelor’s degree of Business from the Florida International University. She is fluent in Spanish, Portuguese and English.

About Me

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 Manhattan with a Major in Finance. He also earned a Certification from New York Institute of Finance on Banking, Accounting, Structure and Operations. He is Fluent in Spanish, Portuguese and English.

About Me

Johan Agredo is an investment analyst  at The BRAVO Group focusing on portfolio construction and asset allocation for Ultra High Net Worth clients and Family Office clients.

Prior to joining The Bravo Group Johan graduated Morgan Stanley’s highly coveted rotational analyst program, where he held roles at the Office of Business Management, Global Wealth Investment Resources, and our Wealth Management Complex. 

Johan earned his Bachelor degree in Finance from Florida State University, and interned at Raymond James in Florida, and Merrill Lynch’s Global Wealth Investment Management in NYC during his academic career.

Johan is fluent in English and Spanish, and holds his series 7 & 63.
Securities Agent: CT, NY; Investment Advisor Representative; General Securities Representative
Professional Insights

Global Investment Committee Weekly


Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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