Focus Areas:
- Investment Management
- Cross-Border
- Planning
Pedro has been guiding clients since 1997 and founded Marnoa in 2024, bringing nearly three decades of experience as a Portfolio Manager and Cross Border Advisor.
Focus Areas:
- Investment Management
- Cross-Border
- Planning
Nadeem is Marnoa’s Chief Investment Strategist, COO, and Cross-Border Portfolio Manager, bringing ~20 years of experience in portfolio management and investment strategy — and is a regular voice in the media, including on BNN Bloomberg.
Focus Areas:
- Planning
- Insurance
Tracy helps “Sandwich Generation” clients navigate financial planning and insurance while balancing care for aging parents and their own kids.
Focus Areas:
- Planning
- Insurance
Paul helps incorporated professionals, especially in medicine, optimize tax efficiency through their professional corporations, drawing on 25+ years advising clients.