Marcos works alongside James on the Portfolio Management team, conducting in-depth research, providing portfolio management support, and ensuring our investments adhere to the highest compliance standards.
Despite graduating university in May 2026, Marcos has a strong range of experience to bring to the team. As President of his student led investment fund, along with internships in equity research and commercial lending, he’s gained experience applying what he learned in university to real world investment and banking environments. He also developed strong technical skills through his university’s Excel team, competing in the Microsoft Excel Collegiate World Championship in Las Vegas. These experiences have taught him to learn quickly, apply himself, and contribute in different environments. He is excited to bring these skills to Wealth Stewards and continue growing with the team.
Marcos values honesty and integrity in both his professional and personal life. He strives to give his best effort, support those around him, and continuously grow. Outside of work, Marcos enjoys spending time with his fiancée, family, and friends. He also enjoys staying active through volleyball, golf, skiing, and spending time outdoors.
