About Us Marci Paquete

Marci Paquete

Client Service Specialist

About Marci

Marci joined our team as our Client Service Specialist in October 2021. She has been in the Banking and Insurance Industry for over 20 years. Her passion and commitment to enhancing the customer experience, makes her a valuable asset to our team.

Marci spends her spare time with family and friends and enjoys entertaining. She loves music and travelling with her husband and son.

Meet the Team

Pedro Ribeiro, CIM®, FCSI®
Founder, CEO and Portfolio Manager
Nadeem Kassam, CFA®, MBA
Chief Investment Strategist, Chief Operating Officer and Portfolio Manager
Christopher De Sousa, CIM®
Portfolio Manager
Tracy Andrade, CFP®, CIM®
Wealth Advisor and Certified Financial Planner
Paul Thomas, CFP®, FMA®, CIM®, FCSI®
Financial Planner
Marci Paquete
Client Service Specialist
Suzanne Ribeiro
Client Service Coordinator