Nadeem Kassam is a CFA® charterholder currently with Marnoa Private Wealth Counsel Ltd., where he has worked since 2025. He has prior experience with Advisor Insights, Raymond James, RBC, and CIBC, totaling several years in the financial industry. Marnoa Private Wealth Counsel provides discretionary investment management and advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations, often utilizing separately managed accounts. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and proprietary quantitative models in its investment process and serves a significant non-U.S. client base through a cross-border regulatory structure.

Christopher De Sousa is a Series 65 licensed advisor at Marnoa Private Wealth Counsel Ltd. with one year of industry experience. He has been with Marnoa Private Wealth and its related entities since 2017. Marnoa Private Wealth Counsel is a SEC-registered investment adviser serving both U.S. and non-U.S. clients, providing discretionary investment management for individuals, families, small businesses, trusts, estates, and charities. The firm uses a proprietary optimization model that blends fundamental, cyclical, quantitative, and modern portfolio theory inputs to construct portfolios focused on long-term holdings and periodic rebalancing.

Pedro Ribeiro is a financial advisor at Marnoa Private Wealth Counsel Ltd. with 11 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Ltd. and Raymond James (USA) Ltd. since 2014. Outside of his advisory role, he is a part-owner of a construction company and serves as an investment committee volunteer and board member for the Cambridge & North Dumfries Community Foundation. Marnoa Private Wealth Counsel is an SEC-registered investment adviser serving both U.S. and non-U.S. clients. The firm provides discretionary investment management for individuals, families, businesses, trusts, estates, and charities, utilizing a proprietary model that blends multiple investment theories with an emphasis on long-term holdings and periodic rebalancing.