Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6300(212) 893-6300

Meet The Braza Group

About Me

Camilo is a founder and Senior Vice President of The Braza Group at Morgan Stanley Wealth Management, a group focused on servicing ultra-high net worth families in Brazil.

Leveraging his talent derived from over 25 years of experience in the Wealth Management and Private Equity industry, Camilo provides clients with tailored and innovative solutions to address their distinct investment needs. Within The Braza Group, Camilo provides his sophisticated client base with market insights in an ever-changing macro environment while delivering world-class customer service.

He began his career as a Private Banker at Itau Unibanco in 1994. Through his commitment to excellence, over the following 10 years he continued to develop his career at Safra Bank, a boutique Private Bank where he worked with high net worth individuals and family offices to build upon their accumulated wealth while prioritizing capital preservation concerns, and family values.

Camilo earned his Bachelor’s in Business Administration from UGF Universidade Gama Filho, an MBA in Financial Markets from Fundacao Getulio Vargas, and an MBA in Capital Markets from IBMEC – RJ. He holds Series 7 and 66 Licenses and speaks fluent English and Portuguese.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative

About Me

Henrique is a founder and Senior Vice President of The Braza Group at Morgan Stanley, a wealth management group focused, however not limited, within middle and southeast Brazil.

Since 2003 he prides himself in providing excellent client service based on his in-depth knowledge of his clients’ financial needs. He is a seasoned veteran in Private Banking and International Wealth Management, assisting in building portfolios across a wide range of asset classes, including equities, fixed income, alternatives and multi-asset class strategies. Henrique creates customized client solutions that meet their unique investment objectives and strives to deliver the highest quality service while proving global investment advice, trading and execution as well as portfolio allocation strategies to his distinguished set of clients.

Henrique earned his Bachelor’s degree in Business Administration at IESB – Instituto de Educacao Superior de Brasilia and his MBA in Capital Markets from Fundacao Getulio Vargas. In addition to his CFP® designation, Henrique holds an International Personal Bank license and series 7 and Series 66 licenses. He is also fluent in English and Portuguese.
Securities Agent: CT, DE, FL, MN, NV, NY; Investment Advisor Representative; General Securities Representative

About Me

Marcel is a founder and Vice President of The Braza Group at Morgan Stanley Wealth Management, a group focused on servicing ultra-high net worth families in Brazil.

Marcel spent most of his career at Safra Private Bank where he helped manage the largest retail operation in the country, consisting of distribution of investments products, business development, customer service and investment analysis. There he also advised clients in equity markets, credit market, FX, option strategies, structured notes, loans and trading execution. In his last stage at the Bank he was a Private Banking Team Leader, managing a group with focus on ultra-high net worth clients, family offices, independent consultants and institutions.

For over 23 years Marcel has excelled in providing highly individualized client service to a diverse and renowned client base. Leveraging his extensive Private Banking and Wealth Management experience, he is exquisitely proficient in navigating markets and meeting client’s evolving investment objectives. Marcel seeks to take advantage of market trends while implementing and managing hedging strategies that addresses risk tolerance, time horizon, and credit needs such as strategic use of credit to meet liquidity concerns; helping finance business operations and maintaining investment plans on track.

Marcel earned his Bachelor’s Degree in Finance from the Universidade Gama Filho, and a post-Graduate at Universidade Federal Fluminence UFF, with a specialty in Finance and Controlling. He holds Series 7 and 63 Licenses and speaks fluent English and Portuguese.
Securities Agent: CT, DE, FL, IL, MA, MD, NY; General Securities Representative

About Me

Patrick Barrieu is a Financial Advisor who works at Morgan Stanley Wealth Management with a focus on Latin American clients with the objective of achieving his client’s financial needs. Patrick believes that each client should have the access and professional help in order to achieve their life goals.

Patrick graduated from Wagner College in 2015 with a major in Finance and minor in Economics and currently holds the Series 7 and Series 66 licenses. Being with Morgan Stanley for over 5 years, Patrick has joined the Braza Group as a junior Financial Advisor, adding a great value to the current Team.
Securities Agent: DE, FL, MD, NC, NJ, NV, NY, TN, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1755769
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
Learn more about The Simple Six-Step Retirement Checkup

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Why Financial Fitness is One of the Easier Resolutions You Can Make

Why Financial Fitness is One of the Easier Resolutions You Can Make

Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.
Learn more about 6 Keys to Building a Startup

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
Learn more about A New Roadmap for Mission Alignment

More from Morgan Stanley

Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Ready to start a conversation? Contact The Braza Group today.
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