Marcelo Barbaro is a valued member of the CIP Investment Partners team, supporting business development, client service, and advisor operations. He works closely with prospective and existing clients, helping coordinate meetings, maintain client relationships, and assist with the firm’s day-to-day operations.
Before joining CIP Investment Partners, Marcelo spent a year at Charles Schwab, where he worked directly with clients to provide exceptional service and support. His commitment to delivering an outstanding client experience earned him some of the highest customer satisfaction scores within his team.
Marcelo is passionate about building lasting relationships through professionalism, responsiveness, and personalized service. As he continues to expand his knowledge of the financial services industry, he is dedicated to helping clients feel informed, supported, and confident throughout their financial journey.