Marcelo Zinn

Marcelo Zinn founded Maredin in 2005 as a family office and converted it to a registered investment adviser in 2014. He is the firm's president and its investment decision-maker. He lives and works in south Miami-Dade, which is also where most of the firm's clients live.

Background

Before Maredin, Marcelo was head portfolio manager at Juresa Ltda in Brazil. He has been managing individual portfolios and funds for more than twenty years. He graduated from the University of Miami, has lectured there, and contributes to investing publications including the Manual of Ideas and Seeking Alpha. He lives in Miami with his wife and three children.

Maredin started in 2005 as a family office. The mandate was narrow and the client list was shorter: manage capital for a small group of families using value investing principles, and do it without the product shelf that comes attached to most financial advice.

What changed the business was not a strategy insight. It was a pattern in the conversations. People with substantial assets kept describing the same experience — advice that was generic, attention that was thin, and a plan that looked identical to the one their neighbor had been shown. The size of the account did not seem to change it.

Maredin registered as an investment adviser with the Florida Office of Financial Regulation in 2014 in order to offer the same work to a wider group. It has stayed independent since. No broker-dealer parent. No bank. No fund company. Nothing on a shelf that has to be sold.

How he invests

The foundation is value investing in the tradition of Benjamin Graham and Charlie Munger. Understand the business. Understand what it is worth. Act on the gap between those two things, or do not act.

That framework has a known weakness. It is largely silent on the environment the business operates in — rates, liquidity, policy, the level of forced buying and selling happening around a security for reasons that have nothing to do with the security. Maredin added a macro-aware overlay closer in spirit to Stanley Druckenmiller: position size and exposure respond to conditions, while the underlying selection stays valuation-driven.

The firm builds its own research and planning tools rather than renting them. That is a resourcing decision as much as a philosophical one. A firm this size cannot staff a research department, so it builds one.

None of this is a promise about results. Method is not outcome, and any description of an approach that implies otherwise should be read carefully — including this one.

Who he works with

Three groups, mostly.

• Business owners approaching a sale, an internal transfer, or a wind-down. The work usually starts years before the transaction, which is the part most owners discover late.
• Households with concentrated or complicated balance sheets — equity in one company, property, an estate plan drafted in a different decade, family members in more than one state or country.
• People who have recently moved to Florida, where the questions are domicile, homestead, and what the departure state is going to examine.

Maredin advises a limited number of relationships. That is a constraint on the business, and it is the reason the work can be built around one household instead of assembled from a template.

Community and professional involvement

• President, Old Cutler South Association — his neighborhood association in south Miami-Dade.
• Member, Pinecrest Business Association — the business organization for the Village of Pinecrest.
• Member, ChamberSOUTH — the chamber of commerce serving South Miami, Pinecrest, Palmetto Bay, Cutler Bay and Kendall.
• Private mastermind group of business owners and advisers.

These are not credentials. They are the reason he knows the CPAs, the estate attorneys and the business brokers in this part of the county by name, which matters more to a client in the middle of a transaction than any of it looks like it should.

Published commentary

He writes the firm's commentary and practice notes. Everything is published openly and carries his name.

• The AI Reset: Where We Actually Are — and What Comes Next — a three-phase framework for the 2026 repricing of the technology sector.
• The Five Years Before You Sell — why most of the outcome of a sale is determined before the transaction starts.
• What “Fiduciary” Actually Means — And What It Doesn’t — the structural version, and the three questions that surface it.
• Are There Independent Fiduciary Advisors in Pinecrest and Palmetto Bay? — why local searches return downtown firms.

All insights →

Public record

Anyone can verify all of this without asking him.

Contact

Common questions

Who is Marcelo Zinn?

Marcelo Zinn is the founder and president of Maredin Wealth Advisors, an independent investment adviser registered with the Florida Office of Financial Regulation and located at 16132 SW 74th Place, Miami, FL 33157. He founded the firm in 2005 as a family office and registered it as an investment adviser in 2014. His individual record is public at adviserinfo.sec.gov under CRD number 3168985.

What is Marcelo Zinn's investment approach?

The foundation is value investing in the Graham and Munger tradition: understand the business, understand what it is worth, and let the difference between those two things drive the decision. Over time Maredin layered a macro-aware overlay on top of that foundation, closer in spirit to Stanley Druckenmiller's approach, so that positioning can respond to the rate, liquidity and policy environment rather than only to company-level valuation. The firm also builds its own research and planning tools in-house.

Is Marcelo Zinn a fiduciary?

Maredin is a registered investment adviser and acts in a fiduciary capacity for its advisory clients. The firm has no broker-dealer parent, no bank affiliate, no fund company and no proprietary product to place. Form ADV Part 2A, which describes fees and conflicts of interest, is available on request and through the public record.

What community and professional organizations is Marcelo Zinn involved with?

He serves as president of the Old Cutler South Association, his neighborhood association in south Miami-Dade. Maredin is a member of the Pinecrest Business Association and of ChamberSOUTH, the chamber of commerce serving South Miami, Pinecrest, Palmetto Bay, Cutler Bay and Kendall. He also participates in a private mastermind group of business owners and advisers.

Where is Marcelo Zinn located?

Maredin's office is at 16132 SW 74th Place, Miami, FL 33157, in the Palmetto Bay corridor. The firm advises households and business owners across Pinecrest, Palmetto Bay, Cutler Bay, South Kendall, South Miami, Coral Gables and greater Miami-Dade County. Meetings are by appointment.