The Valhio Group at Morgan Stanley

Henrique, a founding partner of the Valhio Group, Managing Director and International Financial Advisor at Morgan Stanley focuses on, 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. Henrique holds an International Personal Bank license and series 7 and Series 66 licenses. He is also fluent in English and Portuguese.

Thiago, a founding partner of the Valhio Group, Senior Vice President and International Financial Advisor at Morgan Stanley, has extensive experience serving ultra-high net-worth individuals and families. He offers a wide range of financial and advisory services, as well as monitoring and rebalancing asset allocation within portfolios in response to market conditions, as well as investment planning experience to provide clients with tailored solutions based on their risk tolerance. Furthermore, he provides sophisticated financial solutions, such as lending services and advice on the use of trusts and estate planning strategies to help maximize income, growth, and tax advantages for long-term investors.

Thiago carries 17 years of experience in the Global Financial Markets. He launched his career in 2006, as a trainee at Safra Group in Brazil, the largest family-owned private banking firm in Latin America and Europe, early in his first year of college. Managing the Bank's proprietary and institutional offshore investment portfolio operations around the world provided him with the necessary foundation for developing a thorough understanding of financial complexities. In 2010, he graduated with honors in Economic Science from the Universidade Presbitariana Mackenzie in Sao Paulo, Brazil. In the same year, he accepted a position at Safra National Bank of New York, a boutique private banking and wealth management firm, where he managed a diverse portfolio of Ultra High-net-worth and Institutional clients providing advice and execution across asset classes.

Thiago moved to Morgan Stanley in 2020, joining The Bravo Group. He is a multi-cultural fit, a Brazilian-American fluent in Portuguese, Spanish, and English. Today, Thiago lives in New York City, with his German Pinscher, Cersei. An exercise enthusiast, Thiago enjoys running by the Hudson River, cooking for family and friends, and traveling the world to exotic destinations

Disclaimers:
Asset Allocation and Rebalancing do not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.

Lucas is a Financial Advisor Associate within the Valhio Group and brings over seven years of experience in the financial services industry. He began his career in 2018, as a Client Service Associate at XP Investments before transitioning into asset management, where he worked at BlackRock and Unicorn Strategic Partners as a Wholesaler.

Lucas prides himself on his strong client service background. His experience across wealth management and asset management provides him with a unique ability to understand client needs while offering comprehensive product and investment knowledge.

He earned his bachelor’s degree from the University of Miami and holds the Series 7 and Series 66 licenses. Lucas is fluent in English, Portuguese, and Spanish.

Outside of work, Lucas is an avid sports fan and enjoys running and listening to music.

Claudia holds a bachelor's degree in law from Brazil and a master's degree in law from Cardozo Law School in New York. With over a decade of experience as an attorney in Brazil, she transitioned into the financial services sector, where she has been working for more than three years.

Over the past nine years, Claudia has divided her time between New Jersey, where she served as an immigration specialist, and New York, where she spent two years at New York Life as a financial professional. In this role, she thrived on building relationships with clients and providing tailored solutions to meet their needs.

Outside of her professional life, Claudia is passionate about running and has completed several marathons. She is also a proud mother to her 18-year-old son, who is currently a freshman in college.

Claudia is fluent in English, Spanish, and Portuguese.