Our Team

Meet Our Team

John Doe

Walter Alves

Managing Partner

Walter is a Managing Partner at AZ Apice and a member of the firm’s Investment Committee. He joined AZ Apice in 2016 from Morgan Stanley’s Private Wealth Management Division where he was an Executive Director managing private wealth for individuals and corporations. Prior to coming to Morgan Stanley in 2007, he had worked for Lehman Brothers for seven years as a Vice President in their Private Investment Management Division where he built his experience managing money and trading securities for ultra-high-net-worth families and mid-sized institutions in Brazil. Walter’s expansive knowledge of the markets and the economy allows him to apply his diverse set of skills to his clients’ portfolio management and asset allocation strategies. Walter serves a select client base, from a broad spectrum of industries which include numerous corporate executives, entrepreneurs, entertainers, and professional athletes. Walter has over twenty years of investment experience and holds a BS in Business Administration with a major in Finance from Newbury College (Boston, MA) and an MBA from Thunderbird School of Global Management. Walter is fluent in English, Portuguese and Spanish. He also holds FINRA series 7, 6, 3, 26, 63, 65.

Josh Clark

Bruno Gorgatti

Managing Partner

Bruno Gorgatti is a Managing Partner at AZ Apice and heads the firm’s Investment Committee. He joined the firm in 2016 from Morgan Stanley’s Private Wealth Management Division where he was an Executive Director serving ultra-hig- net-worth individuals and institutions from Latin America with a focus on Brazil in trading and money-management endeavors. Prior to Morgan Stanley, he worked for Lehman Brothers for seven years as a Vice President in their Private Investment Management Division in a joint, Brazil-focused team with his long time associate Walter Alves. Bruno draws on his extensive experience in wealth planning and financial advisory focused primarily on the ever-changing and complex personal financial challenges faced by wealthy families and entrepreneurs. Bruno has over twenty years of investment experience and holds a BS in Engineering from Unicamp; a post-graduate degree in Financial Accounting from “Fundação Armando Alvares Penteado (FAAP)” and an MBA from Thunderbird School of Global Management. Bruno is fluent in English, Portuguese and Spanish. He holds FINRA series 7, 3, 66.

Mary Jane

PierGiacomo Rock

Managing Partner

Giacomo is a Managing Partner at AZ Apice and Chairs the firm’s Investment Committee. He is one of the firm’s founding partners, joining the firm in 2015. Before joining AZ Apice, Giacomo was at Morgan Stanley’s Private Wealth Management Division, a firm that he joined in 2000 in New York and where he held the position of Vice President and Senior Portfolio Manager in investments. Prior to joining Morgan Stanley he had been with Salomon Smith Barney and Citibank Private Bank since 1996. Before such experience, Giacomo was Vice President and Resident Corporate Banker for JP Morgan in Milan, Italy where he focused on corporate and institutional business. Prior to that he spent ten years with Prudential Bache securities at the Milan, Italy branch as a Supervising Assistant Branch Manager overseeing business development efforts out of both Milan, Italy and Lugano, Switzerland. Giacomo has over thirty years of investment experience and holds a BA in Social Sciences with a History major from Thomas Edison College and a Masters in Global Affairs from New York University. Giacomo is fluent in English, Italian, Portuguese and Spanish. He holds FINRA series 7, 3, 63, 65, 66 and a Sales Supervisory series 9 license as well as life.