Noah Harris is a CFA® charterholder and holds a Series 63 license, with seven years of industry experience. He has worked at J. Safra Asset Management Corporation since 2016, including his current role starting in 2022, and previously held positions at Suntrust Advisory Services, Inc. and Church Pension Group. 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 combination of fundamental security analysis and manager due diligence within a macroeconomic framework, managing approximately $4.6 billion across various client types and investment strategies.

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutional clients. The firm employs a combination of fundamental security analysis and manager due diligence within a macroeconomic framework, managing approximately $4.6 billion across diverse client types.

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.

Richard Paulson is a financial advisor at J. Safra Asset Management Corporation with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lord Abbett and Co. for ten years. Paulson serves as a trustee and chair of the investment committee for Adventure Unlimited, a youth charity. J. Safra Asset Management Corporation is an SEC-registered adviser offering discretionary and non-discretionary portfolio management, model portfolios, and fund investment management for private funds and institutional clients. The firm serves individuals, high-net-worth investors, corporations, and institutions, combining fundamental security analysis and manager due diligence with a macroeconomic overlay to construct diversified portfolios.