With a strong background in management, analytics, and data science, I bring a unique perspective to wealth management and investment advisory. My passion for finance and dedication to helping clients achieve financial freedom guide my approach to financial planning.
I hold an MBA from Nova University in Portugal in partnership with MIT Sloan School of Management in the U.S. I have passed Level I of the CFA Program and completed the Data Science for Investment Professionals program through the CFA Institute. This diverse academic foundation allows me to provide strategic financial advice and customized investment solutions tailored to my clients’ needs.
My focus in financial services is to help clients cultivate abundance—not just in their finances but also in their mindset and overall life. The most rewarding part of my work is building long-term relationships and seeing my clients reach their financial goals. With my expertise and the world-class tools at Pelora Advisors, I am committed to empowering clients to secure their future prosperity.
Originally from Lisbon, Portugal, I moved to the U.S. 13 years ago and lived in California until October 2020. My family and I relocated to the Research Triangle area to create a safer, more family-oriented, and educationally rich environment for our children. Outside of work, I enjoy swimming, soccer, reading, studying, and traveling. I’m happily married to my wife, Elham, and together we have three wonderful children: Shadi, Shireen, and Zayn.