Marcus Nunes Email & Phone Number

Brasil

Visando cada vez mais o bem-estar dos seus beneficiários através de melhorias nos serviços de saúde oferecidos, a Cassems se une a ByBiz, fundando o Banco Cassems, expandindo a excelência em saúde, agora nas suas finanças.

United States

Preparing for your financial future is one of the most important steps you can take in life. With that in mind, I help people from tax-advantaged strategies to lifetime income solutions create and enjoy the retirement of their dreams.

Conshohocken, Pennsylvania, United States

☎ 610-828-8288Main Line Group Wealth Management(MLGWM) was founded to serve executives, business owners, retirees, & some of the most influential families in the area. MLGWM helps working executives achieve a work-optional lifestyle & their retired clients to enjoy their Golden Years, not just survive. To help their reach these goals MLGWM has developed & refined a process called GTO that puts all the pieces of the financial puzzle together for their clients.✔ The GTO Process➟ Begins with an understanding of their client’s situation & Creating a Goals-based financial plan➟ Track & Monitor the plans probability of success➟ Rebalance & Optimize the portfolio to take advantage of major longer-term trends in the financial markets- no matter if they are up or down✔ MLGWM Principles➟ Wealth management is an ongoing process➟ Planning is the cornerstone & provides the financial plan for the future➟ Fostering a strong personal relationship with clients built on trust and mutual respect➟ We believe that all investments are not created equal & in the economics of supply & demand➟ “Managing one’s wealth is not investing & forgetting”, but about having a proactive approach to asset allocation✔ Consultative approachMLGWM takes a collaborative approach with their clients & regularly consults with their attorney & accountants. Beyond direct consultation with clients, MLGWM also works with client’s families across generations.✔ Second OpinionMLGWM provides complementary confidential Second Option analyses of non-client’s goals & investment portfolio. Contact MLGWM to start the process.✔ Contact UsWe are accepting new clients & we welcome the opportunity to explore how we can help you & your family.Investment Advisory Services are offered through Main Line Group Wealth Management, LLC.

São Paulo E Região, Brasil

- Accepted to join in as a partner with the goal of structuring and launching the company after two years of failed efforts to take it to the market. Knowing about my move to the US in 2019, I took on the challenge and enabled the company to start operations in only 11 months.

São Paulo E Região, Brasil

- Hired and managed a team of 4 bankers for the sale and implementation of investment, banking and estate products to core clients including Institutional Investors, Foundations and High Net Individuals and families.- Managed a team of 3 Portfolio Managers for investment funds with annual revenues of $ 15M+. Our LMX Equity Fund (LMXDIVI:BZ) ranked among the top 3 performance funds accumulated between 2013 and 2016.- Started company with $ 1M in assets under management, exceeding $ 750M in less than three years.- Sold the company after seven years with exceptional valuation, to dedicate efforts towards new projects.- Elected as one of top five relationship managers by Institutional Investor magazine in 2012.

Paulínia- Sp

- Managed pension fund for 12,000 municipal public employees in Paulínia, Brazil. Managed investments, developed relationships with government officials, and drove the administrative boards.- Broke contract with Banco do Brasil (The biggest Brazilian Public Bank) and implemented internal investment management, resulting in US$ 10 M of reduced costs per year and the creation of a system that became a benchmark and a model for other pension funds nationwide.- Increased equity from US $75M to US $495M by end of 2008, achieving the highest profitability since company was founded in 2001.- Managed a team of 20+, including Investment Director, Financial Director, and Retirement Director.- Presented the results to Fiscal and Administration Board.

São Paulo E Região, Brasil

- Managed high-income client portfolios, improving profitability of investments. - Advised institutional investors, foundations, and families and helped them achieve their desired goals.- Managed accounts to ensure that the client had a completed profile, introducing the appropriate product specialists, and seeing that account properly maintained and serviced.- Drove business results by acquiring new assets, both from existing client base and new client acquisition.- Managed and maintained relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice and developing thoughtful solutions.- Developed management book for president with key performance indicators (KPIs) for 5 business areas, with report sent to Holland headquarters.- Forged relationships with private clients; provide risk, profit, and compliance analysis; and recommend best-fit products.- Collaborated with internal partners and process managers to determine best current product options.

São Paulo E Região, Brasil

- Provided financial information and metrics to sales and marketing areas regarding personal and corporate goals, improving interactions and increasing sales revenue ~16% in first year.- Spearheaded the development of a new management book with KPI´s for more than 10 business areas and 100s of products and brands. - Promoted from internal auditor to senior financial analyst; given responsibility for Latin America and the USA. - Collaborated with sales and marketing areas to identify and monitor performance targets, including presenting results.

São Paulo E Região, Brasil

Advisor for the management of investment funds and trading desk to the main banks, such as Citibank, CCF and ING Bank.Participated in the merger and acquisition of the Antarctica brewery by Anhauser Busch Budweiser.

Mba, Master’S Degree- Finance With Focus On Investment Management

Bachelor’S Degree- Economics