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-high- 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.