J. Safra Asset management Corporation

Leonardo Leta Furtado is a financial advisor at J. Safra Asset Management Corporation with Series 63 and Series 65 credentials. He joined the firm in 2024 and has prior experience at Safra National Bank. His background includes academic studies at The Pennsylvania State University and an extended period at The British School in Rio de Janeiro. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm uses a combination of fundamental security analysis, manager due diligence, and macroeconomic assessment to manage discretionary and non-discretionary portfolios, with a focus on private funds and model strategies reviewed by an Investment Committee.

Noah Harris is a CFA® charterholder and holds a Series 63 license, with seven years of industry experience. He has worked at J. Safra Asset Management Corporation since 2016, including his current role starting in 2022, and previously held positions at Suntrust Advisory Services, Inc. and Church Pension Group. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private funds, and institutional clients. The firm employs a combination of fundamental security analysis and manager due diligence within a macroeconomic framework, managing approximately $4.6 billion across various client types and investment strategies.

Enzo Gorgulho Jordao Elia is a financial advisor at J. Safra Asset Management Corporation with one year of industry experience. He holds a Series 65 designation and previously worked at Anheuser-Busch InBev and attended Georgetown University. J. Safra Asset Management Corporation is an SEC-registered adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, implementing portfolio strategies reviewed regularly by an Investment Committee.

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutional clients. The firm employs a combination of fundamental security analysis and manager due diligence within a macroeconomic framework, managing approximately $4.6 billion across diverse client types.

Fernanda Araujo is a financial advisor at J. Safra Asset Management Corporation with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Safra Securities LLC, Morgan Stanley, Wells Fargo Clearing Services, and Banco do Brasil Securities LLC. Outside of her advisory role, she is a silent partner owner of an online jewelry business. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic perspective, managing portfolios through model strategies reviewed regularly by an Investment Committee.

Dov Lasry is a CFP® with 11 years of industry experience, currently serving as an advisor at J. Safra Asset Management Corporation since 2017. He previously worked at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation is an SEC-registered investment adviser that provides portfolio management and investment consulting services to individuals, high-net-worth investors, corporations, and institutions. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing roughly $4.6 billion across diverse client types and investment strategies.

Joshua Kang is a financial advisor at J. Safra Asset Management Corporation with a Series 65 designation and one year of industry experience. His prior work includes roles at Safra National Bank of New York and educational positions at Villanova University, Fair Lawn High School, and Thomas Jefferson Middle School. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private funds, and institutional clients. The firm employs a fundamental and macroeconomic investment approach, managing portfolios through model strategies and an Investment Committee, with notable affiliations across multiple Safra entities.

Richard Paulson is a financial advisor at J. Safra Asset Management Corporation with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lord Abbett and Co. for ten years. Paulson serves as a trustee and chair of the investment committee for Adventure Unlimited, a youth charity. J. Safra Asset Management Corporation is an SEC-registered adviser offering discretionary and non-discretionary portfolio management, model portfolios, and fund investment management for private funds and institutional clients. The firm serves individuals, high-net-worth investors, corporations, and institutions, combining fundamental security analysis and manager due diligence with a macroeconomic overlay to construct diversified portfolios.

Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.