Leonardo Han
Executive Director, Wealth Management, Financial Advisor, International Client Advisor
Phone:
(212) 315-6350(212) 315-6350
The Taurus Group at Morgan Stanley
Our Mission Statement
We deliver extensive experience, dedicated personal service, and enriched intellectual capital to help international investors achieve their unique financial goals.
About Us
We are a tight-knit team of portfolio managers, wealth advisors, and client service professionals offering a dynamic family office experience within our international wealth management boutique. Our practice has a niche for collaborating with affluent investors in Brazil and the Brazilian diaspora, but our services are inclusive and suitable for a wide array of clients.
Our International Client Advisors combine more than 50 years of expertise in capital markets and wealth management across Latin America and the United States. We are well-versed in the broader wealth planning needs of offshore investors and utilize Morgan Stanley’s vast global resources to address the complex challenges of managing significant wealth. Specifically, we advise high net worth individuals, families, and family offices by implementing holistic tailored solutions designed to meet each client’s unique strategic goals.
Working with the Taurus Group grants you unmatched access to a team of seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices and opportunities.
We look forward to learning more about you and your family and discussing how we can help you overcome obstacles and achieve your goals.
Toll free (from Brazil only): 0800-892-0279
Our International Client Advisors combine more than 50 years of expertise in capital markets and wealth management across Latin America and the United States. We are well-versed in the broader wealth planning needs of offshore investors and utilize Morgan Stanley’s vast global resources to address the complex challenges of managing significant wealth. Specifically, we advise high net worth individuals, families, and family offices by implementing holistic tailored solutions designed to meet each client’s unique strategic goals.
Working with the Taurus Group grants you unmatched access to a team of seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices and opportunities.
We look forward to learning more about you and your family and discussing how we can help you overcome obstacles and achieve your goals.
Toll free (from Brazil only): 0800-892-0279
Services Include
- Alternative InvestmentsFootnote1
- Asset Management
- Cash Management and Lending ProductsFootnote2
- Corporate BondsFootnote3
- Estate Planning StrategiesFootnote4
- Executive Financial ServicesFootnote5
- Financial PlanningFootnote6
- Fixed IncomeFootnote7
- Foreign ExchangeFootnote8
- Institutional ServicesFootnote9
- Professional Portfolio ManagementFootnote10
- Stock Plan ServicesFootnote11
- Structured ProductsFootnote12
- Trust AccountsFootnote13
- Wealth ManagementFootnote14
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
We work with clients to align their needs and aspirations by creating tailored investment solutions that unlock plentiful opportunities and extensive growth. At the Taurus Group, we believe that every client is unique and deserving of a tailored plan, which we strive to deliver by way of a broad spectrum of investment techniques, access to lending services, and curated planning solutions. Our goal is to help clients address complex global financial challenges driven by shifting regulatory and market climates so that they may efficiently preserve their wealth for future familial generations.
Entrepreneurs
With many decades of experience working with entrepreneurs, company founders, and executives, our team can help you navigate the intricate and elaborate challenges that come with creating a new business and assist you in planning for future liquidity events. In our thoughtful approach, we provide feedback and resources at critical stages in your professional and personal lives.
Pre-IPO Planning
We guide and support you in taking the proper steps to attain your private wealth management goals tax efficiently, allowing you to focus on the multitude of demands required to take a company public. These discussions and steps may include option exercise analysis, concentrated stock positions, transfer strategies, and Qualified Small Business Stock.
Public Company Executives
Our team has a demonstrated track record of successfully supporting C-suite executives with their personal and company’s financial requirements. Some of these services include providing complex solutions for concentrated equity positions including 10b5-1 plans, exchange funds, hedging strategies, and other diversification strategies as well as assessing incentive compensation packages.
Venture Capital and Private Equity Partners
Investing in private companies creates unique wealth management considerations. We supply you with tailored solutions regarding your portfolio’s asset allocation, risk management, liabilities guidance, philanthropy endeavors support as well as advising on trust and estate structures.
Client Resources
Our goal is simple: "to be the firm where the most talented, trusted advisors in the industry leverage cutting-edge technology and deliver customized wealth management solutions to their clients and their families to enable them to achieve their goals." The Taurus Group and Morgan Stanley strive to ensure our clients are served on market-leading technology platforms that are resilient, safe, efficient, smart, fast, and flexible. Additionally, please find materials and firm perks specifically suited for ultra-high-net-worth and high-net-worth clients and families, namely Reserved Living & Giving: a program where clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll and gain access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Morgan Stanley Online
Morgan Stanley Online and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few minutes.
Learn more about MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning and convenient connectivity.
Learn more about Total Wealth View
Goals Planning System
A holistic Goals Planning System approach can tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies. Once goals are assessed, various investment proposals are considered to help clients get on track in accordance to their risk tolerance. The new tools will link to the latest asset allocation models, research, and ideas and facilitate us in providing advice where it's needed.
Learn more about the Goals Planning System
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love in the event of a catastrophe or serious illness, disability, or death. Your Family Records Organizer can immediately provide vital and timely information to both your family and professional advisors. The Digital Vault can be accessed both via Morgan Stanley Online and the Morgan Stanley Mobile App, allowing you to construct a central, shared document library where all documents can be stored using encryption.
Log into your Digital Vault
Reserved Offers
Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment, and more.
Browse the latest offers
Reserved Insights
Curated insights and articles spanning such topics as Family, Lifestyle, Health & Planning, Travel, and Giving Back.
Read the latest insights
Signature Access
Signature Access, the highest tier of Morgan Stanley's complimentary loyalty program Reserved Living & Giving, gives clients with $10 million of more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more in addition to all the discounts and content available through Reserved Living & Giving.
Log into Signature Access
Outsourced Chief Investment Office
High-end clients with investable assets of at least $25 million have access to our Outsourced Chief Investment Office (OCIO): a complete fiduciary solution for clients looking for a full-discretion investment management model. This service facilitates the delegation of fiduciary responsibilities providing tailored portfolio solutions including: investment expertise, adherence to policy statement and regulatory requirements, portfolio construction, disciplined execution and implementation, sophisticated risk management techniques and methods, investment platform access, and cost efficiencies.
Learn more about OCIO
Art Resources Team
Morgan Stanley has an Art Resources Team (ART), which has the goal of showing clients how they can address the unique challenges of art as an asset and create bespoke solutions for every client and collection. The team has recently begun the publication of a newsletter, with the goal of keeping readers up-to-date on the connections between art and the markets.
Learn more about ARTLocation
399 Park Ave, 12th Floor
New York, NY 10022
US
Direct:
(212) 315-6300(212) 315-6300
200 S Biscayne Blvd, 12th Floor
Miami, FL 33131
US
Direct:
0800892027908008920279
Meet The Taurus Group
Mariana Maia
Executive Director, Wealth Management, Financial Advisor, International Client Advisor
Phone:
(212) 315-6329(212) 315-6329
Guilherme Aragao
Executive Director, Wealth Management, Financial Advisor, International Client Advisor
Phone:
(305) 702-3337(305) 702-3337
Rodrigo Schadeck, CFA
Executive Director, Wealth Management, Financial Advisor, International Client Advisor
Phone:
(212) 315-6225(212) 315-6225
Ricardo Guimaraes
Executive Director, Wealth Management, Financial Advisor, International Client Advisor
Phone:
(305) 702-3334(305) 702-3334
Waldir Mahana
Executive Director, Wealth Management, Financial Advisor, International Client Advisor
Phone:
(212) 315-6307(212) 315-6307
Cassio Camara
Executive Director, Wealth Management
Phone:
(305) 533-5396(305) 533-5396
Paula Santana
Client Service Associate
Phone:
(212) 315-6359(212) 315-6359
Cassio Domingues Neto
Director of Business Strategy
Phone:
(212) 315-6398(212) 315-6398
Bruno Miari
Assistant Vice President
Phone:
(212) 315-6326(212) 315-6326
Alessandra Margune
Team Leader
Phone:
(212) 315-6300(212) 315-6300
Nicholas Regen
Financial Advisor, Portfolio Manager Associate
Phone:
(212) 315-6263(212) 315-6263
Laura Dias
Client Service Associate
Phone:
(212) 315-6210(212) 315-6210
Otavio Cordioli
Wealth Management Associate
Phone:
(305) 702-3338(305) 702-3338
Giuliana Rubenich
Client Service Associate
Phone:
(305) 702-3342(305) 702-3342
Andre Bekerman
Client Service Associate
Phone:
(305) 702-3344(305) 702-3344
About Leonardo Han
Leonardo (Leo) is a founder and Executive Director of The Taurus Group where he brings decades of experience in Wealth Management covering Latin America with a focus on Brazil. He works with family offices and high net worth individuals in creating customized investment portfolios and establishing optimal asset allocation. Leo’s investment experience allows him to lead Portfolio Management efforts and play an integral role in the team’s focus on equity, fixed income, currency and alternative investments.
Prior to joining Morgan Stanley, Leo spent 11 years at JP Morgan & Chase where he became an Investments Specialist and the head of the Brazil High Net Worth Trading Desk. He covered some of the most important clients in Latin America with a focus on Brazil, the biggest market in Latin America for JP Morgan.
He earned his Bachelor of Arts in Economics at the University of Pennsylvania, and his Master of Business Administration at Columbia Business School. Leo speaks Portuguese, English, Spanish and French.
Prior to joining Morgan Stanley, Leo spent 11 years at JP Morgan & Chase where he became an Investments Specialist and the head of the Brazil High Net Worth Trading Desk. He covered some of the most important clients in Latin America with a focus on Brazil, the biggest market in Latin America for JP Morgan.
He earned his Bachelor of Arts in Economics at the University of Pennsylvania, and his Master of Business Administration at Columbia Business School. Leo speaks Portuguese, English, Spanish and French.
Securities Agent: HI, UT, NC, MA, CA, OR, KY, GA, TX, SD, NY, MD, CO, MO, DE, AZ, AL, NJ, CT, OH, DC, WY, PR, NV, MI, FL, PA, IL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 837340
NMLS#: 837340
About Mariana Maia
Mariana is a founder and Executive Director of The Taurus Group who works with some of the most sophisticated ultra-high net-worth clients and family offices in Brazil.
Mariana leads client relationship management and portfolio monitoring and specifically focuses identifying opportunities for clients. She often works alongside product professionals in investment, advisory and credit. Mariana also helps clients with estate and succession planning strategies.
Prior to joining Morgan Stanley, Mariana spent 10 years at JP Morgan Private Bank working on the Brazil Team. She started out as a Client Service Specialist, then joined the Analyst Program and the Associate Program where she was promoted early to Vice President and Private Banker. The Brazil Team was the largest Latin American team for JP Morgan in the region, and Mariana extensively covered individual and institutional clients.
Mariana earned her bachelor's degree in Business Administration with a specialty in Finance at Baruch College/CUNY, where she graduated with honors and was on the Dean’s List and Golden Key National Honor Society. She speaks Portuguese, English, and Spanish and is an avid soccer fan. Mariana is happily married to her husband Marconi for 25 years and lives in New Jersey.
Mariana leads client relationship management and portfolio monitoring and specifically focuses identifying opportunities for clients. She often works alongside product professionals in investment, advisory and credit. Mariana also helps clients with estate and succession planning strategies.
Prior to joining Morgan Stanley, Mariana spent 10 years at JP Morgan Private Bank working on the Brazil Team. She started out as a Client Service Specialist, then joined the Analyst Program and the Associate Program where she was promoted early to Vice President and Private Banker. The Brazil Team was the largest Latin American team for JP Morgan in the region, and Mariana extensively covered individual and institutional clients.
Mariana earned her bachelor's degree in Business Administration with a specialty in Finance at Baruch College/CUNY, where she graduated with honors and was on the Dean’s List and Golden Key National Honor Society. She speaks Portuguese, English, and Spanish and is an avid soccer fan. Mariana is happily married to her husband Marconi for 25 years and lives in New Jersey.
Securities Agent: MD, GA, DC, TX, FL, AZ, OR, MO, SD, KY, DE, OH, MI, MA, HI, CA, IL, CT, UT, NC, CO, PA, NV, NJ, AL, WY, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 821698
NMLS#: 821698
About Guilherme Aragao
Guilherme is a founder and Executive Director of The Taurus Group. He has more than 10 years of work experience with some of the most sophisticated clients in the region, covering high net worth individuals, family offices, funds and corporations. He is responsible for generating tailored investment strategies in equities, fixed income, and foreign exchange.
Prior to joining Morgan Stanley, Guilherme held various senior positions in Wealth Management at JP Morgan Securities LLC and UBS Financial Services Inc. At JP Morgan Private Bank he was a Vice President - Global Investment Specialist in the Brazil Team. Guilherme started his career at UBS Financial Services Inc. division in New York and later at UBS Investment Bank Latin America M&A Team in New York. Guilherme specialized in Brazilian clients both high net worth and institutional across asset classes.
Guilherme earned his Bachelor of Science in International Business at Indiana University of Pennsylvania. He speaks Portuguese, English and Spanish.
Prior to joining Morgan Stanley, Guilherme held various senior positions in Wealth Management at JP Morgan Securities LLC and UBS Financial Services Inc. At JP Morgan Private Bank he was a Vice President - Global Investment Specialist in the Brazil Team. Guilherme started his career at UBS Financial Services Inc. division in New York and later at UBS Investment Bank Latin America M&A Team in New York. Guilherme specialized in Brazilian clients both high net worth and institutional across asset classes.
Guilherme earned his Bachelor of Science in International Business at Indiana University of Pennsylvania. He speaks Portuguese, English and Spanish.
Securities Agent: OR, CA, UT, OH, KY, FL, AL, PA, MO, MI, MA, IL, CO, NV, MD, AZ, TX, NJ, HI, DC, SD, NY, CT, NC, DE, WY, PR, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 991992
NMLS#: 991992
About Rodrigo Schadeck
Rodrigo is a founder and Executive Director of The Taurus Group, where he directs portfolio allocation, portfolio construction and risk analytics for the group’s institutional and individual clients. Rodrigo is instrumental in the group’s decision-making process, with experience in equities, fixed-income, alternative investments, outside money managers and mutual funds.
Prior to joining Morgan Stanley, Rodrigo spent almost 7 years at JP Morgan Private Bank, where he was a Vice President as a Global Investment Specialist. The team focused extensively in the Brazilian market covering high net worth clients and family offices.
Rodrigo earned his Bachelor of Science in Finance at the University of Central Florida. He holds the Chartered Financial Analyst® (CFA®) designation. He speaks Portuguese, English and Spanish.
Prior to joining Morgan Stanley, Rodrigo spent almost 7 years at JP Morgan Private Bank, where he was a Vice President as a Global Investment Specialist. The team focused extensively in the Brazilian market covering high net worth clients and family offices.
Rodrigo earned his Bachelor of Science in Finance at the University of Central Florida. He holds the Chartered Financial Analyst® (CFA®) designation. He speaks Portuguese, English and Spanish.
Securities Agent: NV, CA, NC, MO, KY, AL, UT, CT, TX, OH, MA, GA, AZ, NH, DC, NJ, MI, DE, PA, FL, CO, MD, SD, VA, OR, HI, WY, IL, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1090363
NMLS#: 1090363
About Ricardo Guimaraes
Ricardo Guimaraes is a Partner and Executive Director at the Taurus Group and recently joined the team after previously holding positions at large firms, such as UBS for 7 years and Wells Fargo for 5 years, where he covered UHNW individuals from Brazil. Ricardo is well known in the South of Brazil for his experience in International Wealth Management and Relationship Management. Ricardo holds a Master of Business Administration from Babson College of Business and Entrepreneurship.
Securities Agent: AL, NY, CT, WA, TX, NH, NC, GA, AZ, WY, NJ, KY, IL, FL, DE, DC, VA, PA, NV, MO, MI, OR, OH, MD, CA, SD, LA, MA, CO, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1435524
NMLS#: 1435524
About Waldir Mahana
Waldir Mahana is a seasoned financial advisor and Executive Director with 19 years of experience in building strategic relationships with high-net-worth families in Brazil and Latin American. He brings broad experience in Wealth Management with a focus on developing the investment aspects of client relationships. His areas of focus include Fixed Income, Equity, Options, Alternative Investments, Lending and Structured Products.
Waldir was an Executive Director for 8 years at UBS where he was a Financial Advisor covering Brazil, Mexico, and Argentina. Prior to UBS, Waldir spent 8 years at JPMorgan as a Banker and Investment Advisor for Brazilian clients. In Brazil, he earned his Bachelor in Communication from FMU and a postgraduate degree in Business from FGV. In the US, Waldir earned an MBA from University of North Carolina. He speaks Portuguese, English, and Spanish.
Disclaimer:
An investment in Structured Investments is subject to significant risks and may not be appropriate for all investors. These risks can include, but are not limited, to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality; substantial loss of principal; limits on participation in appreciation of underlying asset(s); limited liquidity; credit risk of the issuer; and, conflicts of interest.
Waldir was an Executive Director for 8 years at UBS where he was a Financial Advisor covering Brazil, Mexico, and Argentina. Prior to UBS, Waldir spent 8 years at JPMorgan as a Banker and Investment Advisor for Brazilian clients. In Brazil, he earned his Bachelor in Communication from FMU and a postgraduate degree in Business from FGV. In the US, Waldir earned an MBA from University of North Carolina. He speaks Portuguese, English, and Spanish.
Disclaimer:
An investment in Structured Investments is subject to significant risks and may not be appropriate for all investors. These risks can include, but are not limited, to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality; substantial loss of principal; limits on participation in appreciation of underlying asset(s); limited liquidity; credit risk of the issuer; and, conflicts of interest.
Securities Agent: KY, DC, CO, CA, NY, PA, HI, AZ, TX, SD, DE, CT, OR, NC, GA, FL, WY, MO, MA, UT, IL, OH, NJ, MD, NV, AL, VA, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 837071
NMLS#: 837071
About Cassio Camara
Cassio Camara is an Executive Director at Morgan Stanley, and a Senior Institutional Consultant. Cassio focuses on designing and managing single and multi-asset portfolios for endowments, foundations and family offices. Before joining Morgan Stanley, Cassio was a portfolio manager in the Outsourced CIO and Endowments & Foundations Group business for JPMorgan, responsible for managing 50 client relationships in Latin America.
Previously, Cassio was Head of Fixed Income, Currencies and Commodities (FICC) for JPMorgan Private Bank’s Latin America business and was head of JPMorgan Private Bank’s Emerging Market Fixed Income Trading, responsible for idea generation and annual trading flow. Cassio began his career at an emerging market fixed income manager, where he spent three years.
Cassio is a graduate of University of Miami, where he graduated with double bachelor’s degrees in finance and marketing. He currently resides in Miami with his wife and daughter.
Previously, Cassio was Head of Fixed Income, Currencies and Commodities (FICC) for JPMorgan Private Bank’s Latin America business and was head of JPMorgan Private Bank’s Emerging Market Fixed Income Trading, responsible for idea generation and annual trading flow. Cassio began his career at an emerging market fixed income manager, where he spent three years.
Cassio is a graduate of University of Miami, where he graduated with double bachelor’s degrees in finance and marketing. He currently resides in Miami with his wife and daughter.
Securities Agent: 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, 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; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2426777
NMLS#: 2426777
About Paula Santana
Paula Santana is responsible for providing administrative and operational support to International Client Advisors and the group's clients.
With more than 15 years of experience in Wealth Management and client service, Paula brings extensive dedication and experience to the Taurus Group. Prior to joining Morgan Stanley, Paula spent 13 years serving Brazilian clients as a Senior Private Banking Client Service at JP Morgan & Chase. She holds a bachelor’s degree in Finance from Union County College in Cranford, New Jersey. She is fluent in Portuguese and English.
With more than 15 years of experience in Wealth Management and client service, Paula brings extensive dedication and experience to the Taurus Group. Prior to joining Morgan Stanley, Paula spent 13 years serving Brazilian clients as a Senior Private Banking Client Service at JP Morgan & Chase. She holds a bachelor’s degree in Finance from Union County College in Cranford, New Jersey. She is fluent in Portuguese and English.
About Cassio Domingues Neto
Cassio Domingues Neto is Director of Business Strategy and a founding member of the Taurus Group at Morgan Stanley, which he helped establish in 2016. He leads the team’s business development efforts in venture capital and the startup ecosystem, with a strategic focus on Brazil and Latin America. By working across divisions—including MS at Work and the Investment Banking Division—Cassio has helped build integrated wealth management solutions tailored for entrepreneurs and founders.
He also advises clients on monetization strategies for concentrated public equity positions, including the implementation of 10b5-1 plans and restricted stock sales.
Outside of his role at Morgan Stanley, Cassio serves on the board of the Icla da Silva Foundation, a nonprofit dedicated to increasing access to bone marrow transplants for patients in need.
Before joining Morgan Stanley, Cassio worked as an Investment Analyst at J.P. Morgan, focusing on high-net-worth and institutional clients in the Brazilian market. He holds a bachelor’s degree in Finance and Entrepreneurship from Babson College.
He also advises clients on monetization strategies for concentrated public equity positions, including the implementation of 10b5-1 plans and restricted stock sales.
Outside of his role at Morgan Stanley, Cassio serves on the board of the Icla da Silva Foundation, a nonprofit dedicated to increasing access to bone marrow transplants for patients in need.
Before joining Morgan Stanley, Cassio worked as an Investment Analyst at J.P. Morgan, focusing on high-net-worth and institutional clients in the Brazilian market. He holds a bachelor’s degree in Finance and Entrepreneurship from Babson College.
About Bruno Miari
Bruno Miari is the Taurus Group's Assistant Vice President and is responsible for assisting clients with their most particular needs concerning estate planning strategies, insurance, financial planning and education. Also a Lending Specialist, Bruno works with senior advisors and clients on tailored strategies according to their leverage goals.
Bruno earned his bachelor’s degree in Business Administration from Universidade Federal de Minas Gerais – UFMG and holds Series 7 and 66 licenses. Before joining Morgan Stanley and The Taurus Group, Bruno worked with the Brazilian UHNW Team at J.P. Morgan for three years after owning a specialty coffee micro-rostering business in Mina Gerais, Brazil.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Bruno earned his bachelor’s degree in Business Administration from Universidade Federal de Minas Gerais – UFMG and holds Series 7 and 66 licenses. Before joining Morgan Stanley and The Taurus Group, Bruno worked with the Brazilian UHNW Team at J.P. Morgan for three years after owning a specialty coffee micro-rostering business in Mina Gerais, Brazil.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
About Alessandra Margune
As the Team Administrator, Alessandra (Ale) Margune is an indispensable member of the team who successfully and smoothly manages the practice’s clerical and administrative duties, thus ensuring that clients receive the best experience possible. Alessandra is a dedicated, organized worker who enjoys collaborating with her team to provide top-tier service.
Prior to joining the Taurus Group at Morgan Stanley in 2022, Alessandra gained over a decade of experience in the commerce, accounting and legal sectors in Brazil and US. She earned her bachelor’s degree in Business Administration from Centro Universitário Internacional Uninter, Curitiba, Paraná. After graduating, moved to the United States where she perfected her English language skills and rapidly improved her interpersonal skills, both of which helped her to develop meaningful professional connections. She recently completed her ABA Approved Paralegal Certificate at the University of California in Los Angeles (UCLA) and utilizes these impressive skills daily in her role at the Taurus Group. Alessandra is fluent in Portuguese and English.
Prior to joining the Taurus Group at Morgan Stanley in 2022, Alessandra gained over a decade of experience in the commerce, accounting and legal sectors in Brazil and US. She earned her bachelor’s degree in Business Administration from Centro Universitário Internacional Uninter, Curitiba, Paraná. After graduating, moved to the United States where she perfected her English language skills and rapidly improved her interpersonal skills, both of which helped her to develop meaningful professional connections. She recently completed her ABA Approved Paralegal Certificate at the University of California in Los Angeles (UCLA) and utilizes these impressive skills daily in her role at the Taurus Group. Alessandra is fluent in Portuguese and English.
About Nicholas Regen
Nicholas Regen is the Taurus Group’s Portfolio Manager Associate. He is responsible for portfolio risk analysis, investment proposals, and product research, with a niche focus on alternative investments. Nicholas’s experience enables him to help the team's Portfolio Managers by analyzing new investment opportunities in a wide range of products and asset classes including equities, fixed income, currencies, and alternative investments.
Nicholas earned his bachelor’s degree in Business Administration from Babson College in Wellesley, Massachusetts. He holds the Series 7 and 66 licenses. Prior to joining Morgan Stanley, Nicholas held internship positions at Natixis Investment Managers and Itaú Private Bank (US) where he specialized in portfolio research and solutions by conducting product and macro analysis. Nicholas is fluent in Portuguese and English.
In 2024, Nicholas was named to Morgan Stanley's Pacesetter's Club
Nicholas earned his bachelor’s degree in Business Administration from Babson College in Wellesley, Massachusetts. He holds the Series 7 and 66 licenses. Prior to joining Morgan Stanley, Nicholas held internship positions at Natixis Investment Managers and Itaú Private Bank (US) where he specialized in portfolio research and solutions by conducting product and macro analysis. Nicholas is fluent in Portuguese and English.
In 2024, Nicholas was named to Morgan Stanley's Pacesetter's Club
About Laura Dias
Laura is a Client Service Associate of the Taurus Group, a Wealth Management and portfolio management team focused on the Brazilian high net worth market. She is responsible for providing operational support to the Financial Advisors and the group’s clients.
Prior to joining the Taurus Group at Morgan Stanley in 2021, Laura spent 10 years administering her family’s business in New Jersey, gaining vast experience in management, customer service, and financial planning.
She earned her Bachelor of Arts in Economics and Political Science at Rutgers University in New Brunswick, NJ, where she graduated with high honors. She also earned her Master’s degree in Economics at Rutgers University. Laura speaks English, Portuguese, and Spanish.
Prior to joining the Taurus Group at Morgan Stanley in 2021, Laura spent 10 years administering her family’s business in New Jersey, gaining vast experience in management, customer service, and financial planning.
She earned her Bachelor of Arts in Economics and Political Science at Rutgers University in New Brunswick, NJ, where she graduated with high honors. She also earned her Master’s degree in Economics at Rutgers University. Laura speaks English, Portuguese, and Spanish.
About Otavio Cordioli
Otavio Cordioli is a Wealth Management Associate at the Taurus Group and is responsible for providing integrative support to the team's Financial Advisors and the group’s clients.
Otavio earned his master’s degree in Education from Federal University of Sao Paulo – Brazil and has impressive interpersonal skills. He holds the Series 7 and 66 licenses and speaks fluent Portuguese and English.
Otavio earned his master’s degree in Education from Federal University of Sao Paulo – Brazil and has impressive interpersonal skills. He holds the Series 7 and 66 licenses and speaks fluent Portuguese and English.
About Giuliana Rubenich
Giuliana is a Registered Client Associate at the Taurus Group where she is responsible for providing support to the team's Financial Advisors and their clients.
Before joining Morgan Stanley, Giuliana spent nearly two years At UBS Financial Services as a Registered Associate helping high-net-worth Brazilian’s clients with their financial needs. Additionally, she has experience working at two major banks in Brazil, Itaú and Bradesco.
Giuliana has earned a degree in Business Administration from Universidade Unicuritiba and holds CFP Certification (Certified Financial Planner) in Brazil as well as Series 7 and 66 in the US. Giuliana is fluent in both Portuguese and English.
Before joining Morgan Stanley, Giuliana spent nearly two years At UBS Financial Services as a Registered Associate helping high-net-worth Brazilian’s clients with their financial needs. Additionally, she has experience working at two major banks in Brazil, Itaú and Bradesco.
Giuliana has earned a degree in Business Administration from Universidade Unicuritiba and holds CFP Certification (Certified Financial Planner) in Brazil as well as Series 7 and 66 in the US. Giuliana is fluent in both Portuguese and English.
About Andre Bekerman
Andre is a licensed Client Service Associate at the Taurus Group, where he provides dedicated support to the portfolio management team through investment research, assessing investment risk reports, and executing diverse strategies across client portfolios with a focus on alternative funds.
Before joining Morgan Stanley, Andre worked at Lendbuzz, a fintech private direct lender, where he specialized in loan structuring based on credit risk analysis, pre-underwriting, and pre-funding assessments. He also gained hands-on experience in banking and fixed income products during his internship at Bradesco Bank.
Andre holds a bachelor’s degree in economics from Florida International University and is FINRA-licensed with the Series 7 and 66 certifications. He is fluent in both Portuguese and English.
Before joining Morgan Stanley, Andre worked at Lendbuzz, a fintech private direct lender, where he specialized in loan structuring based on credit risk analysis, pre-underwriting, and pre-funding assessments. He also gained hands-on experience in banking and fixed income products during his internship at Bradesco Bank.
Andre holds a bachelor’s degree in economics from Florida International University and is FINRA-licensed with the Series 7 and 66 certifications. He is fluent in both Portuguese and English.
Contact Leonardo Han
Contact Mariana Maia
Contact Guilherme Aragao
Contact Rodrigo Schadeck
Contact Ricardo Guimaraes
Contact Waldir Mahana
Contact Cassio Camara
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Financial Planning for Life After Selling a Business
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
12Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
14Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
12Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
14Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
