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Leonardo L

Series 63, Series 65

Aventura, FL

J. Safra Asset management Corporation

Leonardo Leta Furtado is a financial advisor at J. Safra Asset Management Corporation with Series 63 and Series 65 credentials. He joined the firm in 2024 and has prior experience at Safra National Bank. His background includes academic studies at The Pennsylvania State University and an extended period at The British School in Rio de Janeiro. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm uses a combination of fundamental security analysis, manager due diligence, and macroeconomic assessment to manage discretionary and non-discretionary portfolios, with a focus on private funds and model strategies reviewed by an Investment Committee.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Noah H

CFA®, Series 63

New York City, NY

J. Safra Asset management Corporation

Noah Harris is a CFA® charterholder with seven years of industry experience. He currently works at J. Safra Asset Management Corporation and has previously been employed at Suntrust Advisory Services, Inc. Noah holds a Series 63 registration and is based in New York City. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and other institutions. The firm employs a combination of fundamental security analysis, macroeconomic assessment, and tactical positioning, utilizing both third-party managers and direct advisory services.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Gabriel M

Series 66

New York City, NY

J. Safra Asset management Corporation

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Morato has held various roles at Villanova University and Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment process integrates fundamental security analysis with macroeconomic assessment and uses third-party managers and model providers to implement strategies.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Fernanda A

Series 66

Aventura, FL

J. Safra Asset management Corporation

Fernanda Araujo is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at J. Safra Asset Management Corporation since 2021 and previously held roles at Safra Securities LLC, Morgan Stanley, and Wells Fargo. Outside of her advisory and compliance duties, she is a silent partner owner of an online jewelry business. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional consulting to a range of clients including high-net-worth individuals and corporations. The firm employs a combination of fundamental and macroeconomic analysis and uses third-party managers to implement its investment strategies.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Sion H

Series 65

New York City, NY

J. Safra Asset management Corporation

Sion Harari is a Series 65 credentialed advisor at J. Safra Asset Management Corporation with three years of industry experience. Before joining J. Safra, Harari spent time in academia and took two sabbaticals. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a combination of fundamental analysis, macroeconomic assessment, and tactical positioning, using both model-driven managed accounts and direct advisory services.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Michael R

CFP®, Series 63, Series 66

New York City, NY

J. Safra Asset management Corporation

Michael Ruzhansky is a CFP®-certified financial advisor at J. Safra Asset Management Corporation with 15 years of industry experience. His prior roles include positions at Citigroup, Mass Mutual Investors Services, AXA Advisors, and J. Safra Inc. He has also been involved with SkyTax Advisors, LLC and Zeiders Enterprises. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment approach integrates fundamental security analysis with macroeconomic assessment and tactical positioning, utilizing both in-house models and third-party managers.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Dov L

CFP®, Series 63, Series 65

Aventura, FL

J. Safra Asset management Corporation

Dov Lasry is a CFP® with 11 years of industry experience, currently serving as an advisor at J. Safra Asset Management Corporation since 2017. He previously worked at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation is an SEC-registered investment adviser that provides portfolio management and investment consulting services to individuals, high-net-worth investors, corporations, and institutions. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing roughly $4.6 billion across diverse client types and investment strategies.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Joshua K

Series 65

New York City, NY

J. Safra Asset management Corporation

Joshua Kang is a financial advisor at J. Safra Asset Management Corporation with a Series 65 designation and one year of industry experience. His prior work includes roles at Safra National Bank of New York and educational positions at Villanova University, Fair Lawn High School, and Thomas Jefferson Middle School. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private funds, and institutional clients. The firm employs a fundamental and macroeconomic investment approach, managing portfolios through model strategies and an Investment Committee, with notable affiliations across multiple Safra entities.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Adriano V

Series 65

Aventura, FL

J. Safra Asset management Corporation

Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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