Marcelo joined SCS Financial Services in 2007. He leads the firm’s Portfolio Advisory team, which designs custom investment solutions for SCS clients and serves as an investment liaison to the private client group. He also serves as head of the Operations & Analytics department, where he’s responsible for the strategy and oversight of the firm’s operating model and technology solutions. Prior to his current role, he held several roles across SCS, beginning as an investment focused Client Advisor within the private client group, then building out the analytics group in the investment team, and ultimately overseeing the firm’s asset allocation strategy, market and manager analytics, and research and risk management framework. Prior to joining SCS, Marcelo worked at John Hancock Investments and State Street in a similar capacity. Marcelo earned a B.S. in Finance from Bentley University and is a CFA Charterholder and a member of CFA Society Boston.