Nadeem Kassam is a CFA® charterholder with one year of experience at Marnoa Private Wealth Counsel Ltd. He has previously worked at Advisor Insights, Raymond James, RBC, and CIBC, accumulating over a decade of industry experience. Marnoa Private Wealth Counsel Ltd. provides discretionary investment management and advisory services to individuals, families, small businesses, trusts, estates, and charities, managing approximately $229.6 million across about 355 client relationships. The firm uses a mix of fundamental and cyclical analysis, modern portfolio theory, and a proprietary quantitative optimization model, with active portfolio rebalancing and differentiated service structures based on client residence.

Christopher De Sousa is a Series 65-licensed advisor with Marnoa Private Wealth Counsel Ltd., bringing one year of industry experience. He has been with Marnoa Private Wealth in various capacities since 2017. Marnoa Private Wealth Counsel Ltd. provides discretionary investment management and advisory services to individuals, families, small businesses, trusts, estates, and charities, managing approximately $229.6 million across about 355 client relationships. The firm uses a combination of fundamental and cyclical analysis, modern portfolio theory, and proprietary quantitative optimization, actively rebalancing portfolios while accommodating different service and custody arrangements based on client residency.

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 previously worked for Raymond James (USA) Ltd. for nine years. Outside of his advisory role, Ribeiro is a shareholder in a construction company and serves as an investment committee volunteer and board member for the Cambridge & North Dumfries Community Foundation. Marnoa Private Wealth Counsel Ltd. provides discretionary investment management and advisory services primarily to non-U.S. clients, including high-net-worth individuals, families, and institutions. The firm employs a combination of fundamental and quantitative investment strategies, actively rebalancing portfolios under discretionary authority while using various custody arrangements depending on client residence.