Focused on sustainability, justice and global impacts
As a native of Rio de Janeiro, I grew up with a sense of compassion and a drive towards social justice. I experienced first-hand what it is to live in an area of great inequality. You see oppression, poverty and violence everywhere. There's no way not to see it. The neighborhoods are parallel universes. Likewise, I have been an ardent environmentalist since witnessing a major sewage spill on a local Rio beach as a child. Years later, I witnessed the burning of the Amazon as I flew over the interior of Brazil.
These experiences had a deep impact on me and I became determined to use my life to make a difference and make the world better for my children. To that end, I have dedicated my practice to “sustainable” investing, focusing on investments that are sensitive to environmental, social, and/or governance (ESG) issues.
I have been fortunate enough to travel and live in the Americas and Europe, visiting some 50 countries. I am fluent in Portuguese, Spanish, French, Russian, and German, which reflects my strong global outlook and deep interest in world cultures.
I live in Arlington, VA with my wife Julia and children Alex and Angie.
Marcio has served clients as a financial advisor since 2010 and brings a further depth of insight from his prior experiences in equity analysis, financial education, and international finance.
Prior to founding Silvergreen Sustainable Investments, Marcio was a lead advisor at Toler Financial Group and the founder of Pavlov Financial Planning, the first firm in the Washington, DC area to serve only Generation X and Y clients based on a monthly retainer fee model.
Marcio has served clients as a financial advisor since 2010 and brings a further depth of insight from his prior experiences in equity analysis, financial education, and international finance.
Prior to founding Silvergreen Sustainable Investments, Marcio was a lead advisor at Toler Financial Group and the founder of Pavlov Financial Planning, the first firm in the Washington, DC area to serve only Generation X and Y clients based on a monthly retainer fee model.
Harvard Kennedy School
Executive Education Certificate, Investment Decisions & Behavioral Finance 2013 - 2013
COPPEAD UFRJ
MBA, Financial Economics MBA 1999 – 2001
Two-year CAPES Fellowship granted by the Brazilian Graduate Financing Agency to support graduate student research. Consistently ranked number 1 full time MBA Program in Latin America by the Financial Times.
Federal University of Rio de Janeiro
BSc, Economics 1994 - 1998
Senior thesis, on the Brazilian Tax System, was nominated for Regional Council of Economics Award; CNPq Fellowship granted by the Brazilian Research Institute to support undergraduate student research for two years; Highest score on entrance exam.
Harvard Kennedy School
Executive Education Certificate, Investment Decisions & Behavioral Finance 2013 - 2013
COPPEAD UFRJ
MBA, Financial Economics MBA 1999 – 2001
Two-year CAPES Fellowship granted by the Brazilian Graduate Financing Agency to support graduate student research. Consistently ranked number 1 full time MBA Program in Latin America by the Financial Times.
Federal University of Rio de Janeiro
BSc, Economics 1994 - 1998
Senior thesis, on the Brazilian Tax System, was nominated for Regional Council of Economics Award; CNPq Fellowship granted by the Brazilian Research Institute to support undergraduate student research for two years; Highest score on entrance exam.
Marcio has earned the highly regarded Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA) designations. These achievements represent some of the highest ethical and technical standards of the financial planning field
He has enhanced his ESG expertise by earning the CFA Institute Certificate in ESG Investing. The certificate and learning materials have been recognized by the UN Principles for Responsible Investment (PRI), an independent body that encourages investors to use responsible investment to enhance returns and better manage business risks.
Another of his professional interests is the impact of human feelings and behavior on financial decision-making.
He completed the Investment Decisions and Behavioral Finance Program at Harvard University in 2013 and earned the Registered Life Planner (RLP) designation from the Kinder Institute of Life Planning in 2017.
Marcio has earned the highly regarded Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA) designations. These achievements represent some of the highest ethical and technical standards of the financial planning field
He has enhanced his ESG expertise by earning the CFA Institute Certificate in ESG Investing. The certificate and learning materials have been recognized by the UN Principles for Responsible Investment (PRI), an independent body that encourages investors to use responsible investment to enhance returns and better manage business risks.
Another of his professional interests is the impact of human feelings and behavior on financial decision-making.
He completed the Investment Decisions and Behavioral Finance Program at Harvard University in 2013 and earned the Registered Life Planner (RLP) designation from the Kinder Institute of Life Planning in 2017.
In December of 2014, Marcio was the only financial advisor honored in the inaugural 40 under 40 class of Leadership Arlington. In 2015, he was also recognized by InvestmentNews magazine as part of its 40 under 40 Class, highlighting 40 young leaders in the investment advisory profession. The Financial Planning Association, National Capitol Area chapter awarded Marcio "Planner of the Year" in 2023 for his contribution to the profession and the community. He is regularly interviewed in national press outlets such as CNBC, InvestmentNews, and U.S. News & World Report.
In December of 2014, Marcio was the only financial advisor honored in the inaugural 40 under 40 class of Leadership Arlington. In 2015, he was also recognized by InvestmentNews magazine as part of its 40 under 40 Class, highlighting 40 young leaders in the investment advisory profession. The Financial Planning Association, National Capitol Area chapter awarded Marcio "Planner of the Year" in 2023 for his contribution to the profession and the community. He is regularly interviewed in national press outlets such as CNBC, InvestmentNews, and U.S. News & World Report.
Marcio gives back to his industry and his community in a number of ways.
On the professional level, he serves as a board member of the Financial Planning Association, National Capital Area Chapter, co-chairing the pro-bono planning section. He has also been a subject matter expert with the national CFP Board for exam question writing and review since 2013.
In the community, Marcio volunteers his planning expertise pro-bono with local non-profit Britepaths, which promotes financial empowerment for working families. He also served as president of Arlington Traditional School PTA from 2021-22, leading the organization through the challenges of COVID and the search for a new principal.
Marcio supports the American Brazilian community through his work with the local non-profit ABRACE (the Associação Brasileira de Cultura e Educação), serving on the board since 2019.
Marcio gives back to his industry and his community in a number of ways.
On the professional level, he serves as a board member of the Financial Planning Association, National Capital Area Chapter, co-chairing the pro-bono planning section. He has also been a subject matter expert with the national CFP Board for exam question writing and review since 2013.
In the community, Marcio volunteers his planning expertise pro-bono with local non-profit Britepaths, which promotes financial empowerment for working families. He also served as president of Arlington Traditional School PTA from 2021-22, leading the organization through the challenges of COVID and the search for a new principal.
Marcio supports the American Brazilian community through his work with the local non-profit ABRACE (the Associação Brasileira de Cultura e Educação), serving on the board since 2019.
