I began investing in 2005 while still in medical school. In 2007, I started trading on the Brazilian stock exchange. 

By 2008, I was investing in the forex market using automated robots. For many years, I saw good returns with my stock portfolio in Brazil. 

Through day and swing trading with robots in forex, I had excellent years and others not so much; my results were unstable, though I tended to win more than lose. 

In 2020, I started investing in cryptocurrencies with robots, and in 6 months, I turned $32,000 into over $1 million. I stopped trading and exited this market upon identifying the end of that bull market cycle. 

Also in 2020, I began to study macroeconomics in depth, which became part of my analysis process, using fundamentals in my analysis as well and keeping up with new technologies. This is how I identified opportunities in cryptocurrencies, recognizing a time when the macroeconomic scenario was favorable, blockchain was an emerging technology, and then I developed a portfolio strategy that had an edge in selecting cryptocurrencies. 

Nowadays, my strategy is focused on long/short in the US stock market, aiming to buy (long) the best stocks (usually large tech stocks with high growth potential, solid business moat, but also some excellent defensive stocks) or ETFs of the best sectors and sell (short) ETFs that have poor strategies and/or prospects.

Investor

Marcello Vieira - Investidor de Sucesso

I founded 'Successful Investor' while working full time as a doctor back in 2012, teaching people how to invest more effectively.

The strategies have evolved over time, but I only teach what I do with my own money.

We now have over 15,000 students learning about investments in crypto and stocks with the goal of achieving financial freedom.

Founder

Medical Doctor

The All-Weather Investor | Building a $5M portfolio—$1M already achieved | Sharing everything I learn along the way

Strategic stock investing for Wealth Managers and Family Offices.

Wealth preservation is essential. 

But true financial stewardship requires strategic growth—built on conviction, discipline, and risk management.

Many wealth managers and family offices struggle to find stock investment strategies that deliver superior returns without unnecessary complexity. Our approach bridges that gap.

I’m Marcello, a former doctor turned full-time investor with two decades of experience in stock and crypto markets. 

Since 2016, I have worked with wealth managers, family offices, and high-net-worth individuals to implement investment strategies that maximize performance while protecting capital.

In 2020 and 2021, my momentum-based approach transformed $32,000 into over $1 million. 

Today, we refine and apply that strategy for professionals seeking an edge in the markets.

What we offer: 

↳ Institutional-grade stock strategies designed for long-term performance
↳ Risk-managed investment frameworks to navigate uncertainty with confidence
↳ Tailored solutions for wealth managers and family offices seeking scalable, high-conviction strategies

If you're looking to strengthen your portfolio strategy with a proven, data-driven approach, email me at marcello@mdvinternational.com

Marcello Duarte Vieira

Timothy Teen

Blue Ocean Capital Partners

Trusted Listener of the C-Suite. BOCP collaborates and actively partners with CEOs, owners, private equity investors, and Boards of B2B companies seeking to grow. We provide corporate development services including fractional CxO, access to capital, leadership development, market insight, actionable intelligence, management resources and relationships to help companies grow. We assist in identifying and evaluating opportunities, researching assumptions, validating a hypothesis, and executing the agreed-to solution.

Founding Partner, CEO

InSitech, Inc.

InSitech, Inc., supports the U.S. Department of Defense's engagement with suppliers throughout the innovation & technology development life-cycle. We identify, develop, and demonstrate enabling technologies that leverage small business innovation, private sector investment and academia research, managing efforts from requirements to research & development to testing through initial integrations.

Founding Chief Executive Officer, Chairman of the Board

Next Defense Solutions, LLC

Develop innovative programs to broaden the Government's access to suppliers and deliver distinct offerings to accelerate research and development and the integration of manufacturing capabilities into the defense industrial base. Develop innovative programs to broaden the Government's access to suppliers and deliver distinct offerings to accelerate research and development and the integration of manufacturing capabilities into the defense industrial base.

Partner

Military Veterans of America

I'm proud to serve those who have served us.   

By 2028, MVoA will serve thousands of Veterans and partner with several like-minded organizations to support the future expansion and sustainable success of our programs. To accomplish our Vision, we will offer Health Care Advocacy and Academic Advising to Veterans and communities across the nation through education and outreach, legislative efforts, and benefit guidance for more effective and meaningful outcomes.

Member Board of Directors

Healthcare Solutions Provider

Rebuilt and led a team that successfully repositioned this healthcare administrator into a healthtech solutions provider. Grew revenue, EBITDA, customer base, and new products/solutions offered. Established strategic partnerships and profitable engagements and created a series of new offerings through internal resources and JV collaboration.

Achieved Inc. 5000 status as one of the fastest growing privately held companies but the greater accomplishment was being certified by the team as a Great Place To Work for the past 3 years.

President & Board Member

Chart Acquisition Corp.

Member of the Board of Directors that launched this $100MM SPAC, executing a transaction in August 2015.

Founding Board Member

Chart Venture Partners, L.P. (an InSitech Company)

Chart Venture Partners, L.P. (CVP) is a $100M private equity / venture capital fund that I established. We invest in highly differentiated opportunities where we add value through our industry experience, network of relationships and technology insight by working closely with portfolio companies through our hands on involvement and support.

Founding Partner

MindCo, Inc.

Subsidiary formed to manage a partnership between the DoD, DoE, Princeton University and InSitech to commercialize a software based technology focused on homeland security applications. Secured funding, planned and implemented channel partner business rollout. Responsible for business development origination with well established industry participants.

Founding CEO

𝐖𝐡𝐚𝐭 𝐤𝐞𝐞𝐩𝐬 𝐲𝐨𝐮 𝐮𝐩 𝐚𝐭 𝐧𝐢𝐠𝐡𝐭? Frustrated by not growing as you should? Concerned that profits are tight? Overwhelmed with how to support your team & perform? Let me help.
 
𝗪𝗛𝗢 𝗜 𝗗𝗘𝗟𝗜𝗩𝗘𝗥 𝗙𝗢𝗥:
𝑻𝒉𝒆 𝒑𝒆𝒓𝒔𝒐𝒏 𝒓𝒆𝒔𝒑𝒐𝒏𝒔𝒊𝒃𝒍𝒆 𝒇𝒐𝒓 𝙜𝙧𝙤𝙬𝙩𝙝 & 𝒓𝒆𝒗𝒆𝒏𝒖𝒆! The owner/operator, C-Suite, Private Equity / Investor. I'm an extension of your team, collaborating on the creation & delivery of strategy and revenue.

𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢:
𝑺𝒐𝒍𝒗𝒆 𝒚𝒐𝒖𝒓 𝒄𝒉𝒂𝒍𝒍𝒆𝒏𝒈𝒆𝒔! By leading high-performance teams in the delivery of strategy, profitable & sustainable revenue, impactful go-to-market plans, improved operational processes, to increase enterprise value. 

𝗪𝗛𝗬 𝗠𝗘:
𝑴𝒚 𝒍𝒆𝒂𝒅𝒆𝒓𝒔𝒉𝒊𝒑 𝒉𝒂𝒔 𝒈𝒆𝒏𝒆𝒓𝒂𝒕𝒆𝒅 𝒐𝒗𝒆𝒓 $1.2𝑩 𝒊𝒏 𝒓𝒆𝒗𝒆𝒏𝒖𝒆! I'm a 7X founder, accredited investor, & CEO experienced in multiple business models and lessons learned. I'm not theoretical, I use what has worked for me and my partners!

𝗥𝗘𝗦𝗨𝗟𝗧𝗦 𝗜 𝗗𝗘𝗟𝗜𝗩𝗘𝗥: 
I'm proud to have delivered many impressive results, as I will for you, and examples include:  

▶ Developed and implemented an engagement campaign that is leading our client's effort to scale in the enterprise market for advanced human capital assessments tools.

▶ Established a GTM and outreach program to service the filling of prescriptions at ~35% below the cost of conventional methods, redefining a sizeable aspect of the $4.5 Trillion healthcare industry.

▶ Created the onboarding, fulfillment, and distribution for a compelling financial product for retirees, and scaling the offering to individuals via their employee benefits.

▶ Facilitating monthly Board meetings for multiple groups, each comprised of 6-8 non-competing CEOs, who benefit from exchanges and peer reviews, using our Socratic approach to solving challenges.
 
▶ Other examples include increased revenue & EBITDA, built GTM strategies, created sales collateral, and coached teams to go from $0 to $1, and then scale to $35MM, $50MM, and even $75MM in ARR.

▶ Our $100 million fund utilized our expertise to help optimize portfolio company performance, and we enjoyed exits to acquirers that included Apple, Google, KKR, and Motorola. 

👉 Please complete the short form in the Featured Section of my Profile, I will schedule a NO-PRESSURE Scenario Analysis at your convenience, or you can use this link: https://www.blueoceancapitalpartners.com/contact-form

Trusted Listeners of the C-Suite. BOCP collaborates and actively partners with CEOs, owners/investors, and Boards of privately held B2B companies seeking to grow. We provide access to capital, market insight, actionable intelligence, management resources and relationships to help companies grow. We assist in identifying and evaluating opportunities, researching assumptions, validating a hypothesis, and executing the agreed-to solution.

taplio

The Battle

Marcello Duarte Vieira

Timothy Teen

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