Marcelo Castro Alves
Founder, Focus Investment Advisors
Marcelo Alves founded Focus in 2011. Prior to that, Marcelo was an independent advisor for three years with Genesis Investment Advisors group in Miami. Before joining Genesis, Marcelo was with Citi and Safra Private Bank during ve years in Miami and since 1995 in Switzerland in the Global Private Client Division, primarily managing investment portfolios for high net worth individuals, Private foundations, and small to midsize corporations.
Marcelo graduated in Sao Paulo, Brazil with a degree in International Economics Science. After that, he obtained in 1998 the certified European Financial Analyst CEFA professional designation and the Federal Diploma for Financial Analyst and Portfolio manager, Swiss Federal License issued by AZEK Swiss Association of Financial Analysts and Portfolio Managers, Zurich, Switzerland. This designation of the Certified Financial Analyst promotes the highest standard of personal and professional conduct in the investment management consulting profession. Marcelo is fluent in Portuguese, German, English, Spanish, and French in addition to good Italian knowledge.
Marcelo spent several years as a competitive long-distance runner, racing several marathons as a top-level amateur on the international circuit of New York, Berlin, San Francisco, and Miami.
Marcelo Castro Alves is a member of the Eleventh Circuit Grievance Committee “J” of the Florida Bar – Miami Court.
Focus Investment Advisors
Amir started his Financial career back in 2003, as a Financial Services Representative with MassMutual. His financial background in the area of Wealth Management and Financial Planning also includes Investment Solutions, Investment Finance, and Banking. He worked for well-known institutions such as UBS, HSBC and Bank Hapoalim, where he was also Deputy Manager and Head of the Brazilian Desk. Most recently in 2010, he was a Senior Director Investment Advisor with Standard Chartered Bank.
Amir Arazi has over 15 years of experience in International Banking in Latin America and the US, advising and managing high and ultra-high net worth clients and families in the areas of Wealth Management, Investment Solutions, Asset Protection, Succession & Financial Planning.
Amir Arazi is fluent in English, Spanish, Portuguese and Hebrew and holds and extensive multicultural exposure in Latin America by both living and working in several different countries. He holds a B.A. from Florida International University and an MBA in International Business from Nova Southeastern University.
Prior to his arrival to Miami in 1995, Amir served honorably in the Israeli Navy completing his three-year service as Sergeant Major and later in 1994 held a key position in the Security Department of the Embassy of Israel in Buenos Aires, Argentina.
Today, he lives in Aventura, Florida with his wife and two children Julia and Daniel.
Focus Investment Advisors
With over 10 years of experience in Private Banking and Wealth Management, Oren worked in renowned financial institutions such as Bank Leumi USA and Itaú Private Bank as Investment Advisor where he was responsible for managing over $300 million in client’s portfolios. He dealt directly with ultra-high net worth families from various countries in the areas of succession and estate planning, cross-border tax solutions, and wealth management.
Born in Rio de Janeiro, Brazil, Oren lived in several countries throughout South America and the Middle-East, including Brazil, Argentina, Venezuela, and Israel. His multi-cultural experience and adaptability applies directly to his strong work ethic and collaborative approach with clients. Oren is fluent in English, Portuguese, Hebrew, and Spanish. He holds the Series-65 license as an Investment Advisor, as well as Health & Life Agent License (2-15). He holds a Bachelor’s Degree in International Business from Florida International University.
He is an avid athlete who advocates the belief that sport directly influences one’s mental tenacity and drive.