With more than 25 years in the financial services industry and having served in just about every capacity, from Research Analyst to Chief Compliance Officer to Chief Executive Officer, Mauro has left an indelible mark on the lives of the clients and team members he has served.  A graduate of Vanderbilt University’s MBA program, he successfully led his firm through the COVID-19 pandemic. Mauro, a compassionate and dedicated leader, worked to develop a strategic vision, leading the second generation of the team into his firm’s next stage of growth. He loves teaching young people the value of investing early. Mauro prides himself in leading teams that always place the client first and that foster a rewarding and valued atmosphere for his colleagues. He currently serves as a Senior Strategic Consultant to the Sequoia Financial Group Team.