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Carlos C

CFA®, Series 63

Miami, FL

Miura Investment Advisors, Inc

Carlos Curi is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Miura Investment Advisors, Inc., where he has worked since 2022. His prior roles include positions at CFS Advisors and Cima Sociedad Gerente de Fondos Comunes de Inversión SA. He has served as a director for several companies, including Mountain Range Asset Management and Blue Horizon LTD. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, portfolio management, and asset allocation services. The firm emphasizes income and principal preservation through a combination of long- and short-term strategies and conducts formal quarterly account reviews.

Wealth management Expats
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Marco M

Series 66

Miami, FL

Miura Investment Advisors, Inc

Marco Malave is a financial advisor at Miura Investment Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Miura Investment Advisory, Miura Capital, Banesco USA, and BBR Capital. Outside of his advisory role, he is a business analyst at Banesco Bank, focusing on production and growth measurement for Latin America accounts. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations through non-discretionary investment advice, portfolio management, and asset allocation services. The firm emphasizes income and principal preservation, using both long- and short-term strategies, and conducts formal quarterly account reviews.

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Vicente M

Series 66

Miami, FL

Miura Investment Advisors, Inc

Vicente Marchelli Apolinar is a financial advisor at Miura Investment Advisors, Inc., holding a Series 66 designation with three years of industry experience. His prior roles include positions at Miura Capital, LLC, MPG Consultores, and Banesco Banco Universal. Outside of investment advising, he works as a financial analyst focusing on corporate financial statement analysis. Miura Investment Advisors serves primarily offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, portfolio management, and asset allocation services. The firm emphasizes income and principal preservation through both long- and short-term strategies and conducts formal account reviews quarterly.

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Ricardo H

Series 65, Series 66

Miami, FL

Miura Investment Advisors, Inc

Ricardo Heredia is a financial advisor at Miura Investment Advisors, Inc with 23 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at Safra National Bank of New York and StateTrust Investments. Outside of advising, he is involved with Heredia House Inc, a charitable organization. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, offering non-discretionary investment advice and portfolio management with a focus on income and principal preservation. The firm emphasizes a non-discretionary model, providing both long- and short-term strategies and conducting quarterly account reviews.

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Christian B

Series 66

Miami, FL

Miura Investment Advisors, Inc

Christian Batalha is a financial advisor with Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Brickell Global Insurance, Inc., Brickell Global Markets, Inc., Brickell Global Advisory, Inc., and Brickell Bank from 2015 to 2020. Outside of his advisory work, he is involved in managing Winterfell Properties, LLC, a real estate venture focused on buying, revamping, and selling residential properties in Florida. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, portfolio management, and asset allocation services. The firm emphasizes income and principal preservation through both long- and short-term strategies, working mainly with individual and high-net-worth clients.

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Hilario I

CFA®

Miami, FL

Miura Investment Advisors, Inc

Hilario Itriago Guitian is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Miura Investment Advisors, Inc. He has held positions at several firms, including Folionet Financial LLC and MWM Investments Ltd. There are no other notable business activities disclosed. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice and portfolio management with a focus on income and principal preservation through both long- and short-term strategies. The firm emphasizes client approval for transactions and conducts formal quarterly account reviews.

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Samuel D

Series 66

Miami, FL

Miura Investment Advisors, Inc

Samuel De Vita is a Series 66-licensed financial advisor at Miura Investment Advisors, Inc. in Miami, FL, with two years of industry experience. His background includes roles at Santander, Morgan Stanley (E-Trade), and academic positions at Loyola University Chicago and Instituto Cumbres de Caracas. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, portfolio management, and asset allocation services focused on income and principal preservation. The firm employs both long- and short-term strategies and conducts formal quarterly account reviews.

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Diego M

Series 66

Miami, FL

Miura Investment Advisors, Inc

Diego Monteverde is a financial advisor with Miura Investment Advisors, Inc. in Miami, FL. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Miura Capital, LLC and Multiplicas Casa de Bolsa. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice and portfolio management focused on income and principal preservation. The firm employs both long- and short-term strategies and emphasizes client approval for transactions through a non-discretionary model.

Wealth management Expats
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Pablo S

Series 66

Miami, FL

Miura Investment Advisors, Inc

Pablo Serra is a financial advisor with Miura Investment Advisors, Inc. He holds the Series 66 designation and has experience working with firms including Abanca and EDM Wealth and Asset Management. Based in Miami, FL, he has been with Miura since 2026. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice and portfolio management focused on income and principal preservation. The firm employs both long- and short-term strategies and emphasizes client involvement by requiring approval for transactions.

Wealth management Expats
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