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Matheus C
Series 65
Remote
Origem International Advisory LLC
Matheus Caleffi is a financial advisor at Origem International Advisory LLC with one year of industry experience. He holds a Series 65 designation and has worked in investment advisory roles since 2021, including managing Origem Invest, a foreign investment advisory firm focused on Brazilian assets. Prior to that, he held positions in education for several years. Origem International Advisory LLC offers discretionary and non-discretionary portfolio management and investment advice to individuals, corporations, and businesses, managing approximately $3.4 million. The firm employs multiple analysis methods and a range of strategies across various asset types and operates primarily as a referrer to third-party managers rather than a custodian of client assets.
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