Managing Director – Founder
Founder and managing director of Aventura Private Wealth, Shmuel has spent over 14 years at a prominent bank, where he rose through the ranks to become a high-net worth financial advisor, managing over $350 million in investment assets.
Educated at Northeastern University in Boston, Shmuel pursued studies in political science and finance. A native of Miami Beach and Aventura, Shmuel’s clients mirror the community where he actively volunteers and raises his own family. In his free time, he enjoys teaching his young children pickleball and golf, watching classic cartoons with them, and spending date nights with his wife, Diana.
Investor Advisor Representative, VP – Investments
Patrick’s wealth management career began with a strong academic foundation at the University of Miami, where he earned a Bachelor’s Degree in Finance. He then joined J.P. Morgan Chase, where he spent six years as a banker, collaborating closely with industry leaders Shmuel Maya and Andrea Bruno. During this time, Patrick played a key role in the creation of Chase’s most successful investment team in the Southeast, helping to grow assets under management by over a quarter of a billion dollars. Now, at Aventura Private Wealth, Patrick takes charge by offering comprehensive wealth management services, including strategic guidance, risk management, and exclusive investment opportunities tailored to the needs of our select clients.
Senior Registered Client Associate
Andrea began her career in banking at J.P. Morgan Chase in 2013 as a Personal Banker, where she quickly transitioned into wealth management. She spent seven years as a Private Client Banker, working closely with Shmuel Maya, where she found her greatest fulfillment in assisting clients with legacy planning for their families. Her passion for comprehensive wealth management led Andrea to work exclusively with Shmuel at J.P. Morgan. In 2023, Andrea co-founded Aventura Private Wealth with Shmuel, where she now offers clients strategic guidance and risk management in an evolving economic landscape. As the firm grows and the market changes, Andrea serves as the operational backbone of the team, ensuring seamless communication and continued excellence in client service.
Chief Compliance Officer
Michelle’s professional journey began with the United Nations, where she developed a strong interest in financial markets and wealth management. This passion led her to pursue a Master of Finance. Upon relocating to Miami, Michelle began her career in wealth management as a compliance officer. She later joined Shmuel Maya and the Aventura Private Wealth team as Chief Compliance Officer, where she plays a critical role in ensuring regulatory adherence and risk management. Outside of her professional responsibilities, Michelle remains actively engaged with her Seton Hall alumni community and finds relaxation through scuba diving in the Bahamas.