Maredin Wealth Advisors was founded by Marcelo Zinn in 2005, after being head Portfolio Manager at Juresa Ltda (Brazil). Mr. Zinn has been managing individual portfolios and funds for over 18 years and has an exemplary record. His love for research and analysis of securities and macro economic cycles, combined with his interest in crafting investment and planning strategies, is what helps differentiate Mr. Zinn's practice.
Mr. Zinn graduated from the University of Miami (“The U”) with Deans List recognition. He has lectured at the University of Miami and written for several investing websites including the Manual of Ideas and SeekingAlpha. He resides in beautiful Miami, FL with his wife and three children.
In addition to the analytical aspects, Mr. Zinn loves helping people. Being able to help clients with their financial future is especially rewarding. This is what has driven Mr. Zinn to increase his service offerings to people outside his family.
In his spare time, when not with family and friends, Marcelo loves reading, watching and playing sports (futbol and football), playing music (mostly drums), watching films, and making BBQ (sounds better than it tastes). Marcelo is really big on family and friends. To him, it's the meaning of life and nothing is more important.
Barbara E. Ruiz-Gonzalez, PA
Tax and Estate Attorney
Barbara Ruiz-Gonzalez is a Florida Bar board certified tax attorney who focuses her practice in the area of domestic and international tax. She also practices in the areas of corporate tax, exempt organizations, estate and gift tax planning, probate, federal income tax, with a strong emphasis on tax compliance, structuring and planning to maximize tax benefits under U.S. tax treaties in order to minimize overall U.S. and foreign taxes.
Deborah Clark, CPA
Deborah has over 35 years of experience in accounting, ranging from small businesses to multimillion-dollar companies. She has worked in public accounting and has been the controller of several privately held businesses, both large and small. She passed the CPA exam in 1986 and has worked in accounting ever since.
Salvador Romo, PhD
Salvador is a genius computer programmer focused on machine learning and artificial intelligence. His background encompasses a deep understanding for data-sets, intuitive problem solving, and out of the box thinking. His role at Maredin is focused on creating an AI algorithm to help improve outcomes for our clients and investment models.
Shambhavi works directly with Marcelo to research and analyze potential investment opportunities.
Antonio works directly with Marcelo to research and analyze potential investment opportunities.
Zecheng Li (Sam)
Sam works directly with Marcelo and is focused on researching new investment opportunities.