The Team
President/Wealth Advisor
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.
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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
The Team
Pratham Sharma
Financial Analyst
Administrative Support
Pratham Sharma provides essential support to Maredin Wealth Advisors through financial analysis, research, and administrative tasks. His meticulous attention to detail and commitment to excellence contribute to the seamless operation of our firm’s processes, enabling us to deliver exceptional value to our clients. Pratham is an intern and part-time analyst, not an employee of Maredin Wealth Advisors, and does not engage directly with clients or provide investment advisory services.
Deborah Clark, CPA
Accountant
Deborah specializes in accounting, bringing over 35 years of experience to Maredin Wealth Advisors, focusing on ensuring our back office accounting in properly managed.
She has served as a controller for privately held businesses of varying sizes and worked in public accounting, focusing on accounting and financial reporting. Deborah passed the CPA exam in 1986 and has maintained an active career in accounting. She is an independent contractor, not an employee of Maredin Wealth Advisors, and does not provide investment advisory services. Her services are provided independently through her own practice, and any engagement with her is separate from Maredin Wealth Advisors’ advisory services.
Salvador Romo, PhD
Machine Learning/AI
Salvador Romo specializes in machine learning and artificial intelligence, bringing expertise in data analysis, intuitive problem-solving, and innovative thinking to Maredin Wealth Advisors. His work focuses on developing data-driven solutions, including AI algorithms to enhance technological processes that support our client services and investment models. Salvador is an independent contractor, not an employee of Maredin Wealth Advisors, and does not provide investment advisory services. His services are provided independently, and any engagement with him is separate from Maredin Wealth Advisors’ advisory services.
Mannie de la Maza
Financial Advisor
"Independent Professional Collaboration for Comprehensive Financial Strategies"
At Maredin Wealth Advisors, we believe in providing holistic financial solutions tailored to our clients' needs. To ensure our clients receive highly optimized retirement and financial planning strategies, we work with independent professionals who specialize in key areas of wealth management.
One such independent consultant is Mannie De La Maza, an experienced financial professional specializing in retirement plan design and tax-efficient wealth strategies. While Mannie is not an employee of Maredin Wealth Advisors, he serves as a valuable resource in helping structure optimal retirement plans and investment vehicles.
Mannie does not provide investment management or financial planning advice to our clients. Instead, he consults with our team to ensure that we design and implement the best possible retirement structures. If clients require certain solutions—in an area that our firm does not provide—Mannie may offer guidance and, where appropriate, facilitate those solutions through his own licensed practice.
There is no compensation exchanged for Mannie’s consulting services, and he is compensated only if a client chooses to engage with him separately for certain solutions.