ActiTrust Wealth Management LLC

Adrian Wu is a financial advisor at ActiTrust Wealth Management LLC with one year of industry experience. He holds a Series 65 credential and began his career at ActiTrust after completing ten years of formal education. ActiTrust Wealth Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and business entities. The firm combines fundamental and quantitative analysis with a range of investment strategies, serving a significant non-U.S. client base through affiliated entities.

Alejandro Yanes is a Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with nine years of industry experience. He has worked at ActiTrust since 2017 and serves as President of ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high net worth clients. ActiTrust Wealth Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, employing both fundamental and quantitative analysis alongside a combination of long- and short-term strategies. The firm has a notable non-U.S. client base and affiliated foreign entities that provide additional family office services.

Eduardo Bello is a financial advisor at ActiTrust Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has held leadership roles, including Managing Director and Chief Compliance Officer, at Seaview Investment Managers, where he focuses on institutional client strategy and firm management. Bello also provides advisory services to his own clients through ActiTrust Wealth Management. ActiTrust Wealth Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, utilizing fundamental and quantitative analysis across a variety of asset classes. The firm serves a significant non-U.S. client base and employs both long-term and short-term strategies within documented client Investment Policy Statements.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC in Austin, TX. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his role at ActiTrust, he worked at firms including OpenText and LendFriend Home Loans. He is also a Senior Sales Advisor at Jet Fly Aviation, a company specializing in luxury private jet services and aircraft management. ActiTrust Wealth Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, utilizing both fundamental and quantitative analysis across a range of investment vehicles and strategies. The firm serves a significant non-U.S. client base and operates an affiliated entity offering family-office services to international clients.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with ActiTrust since 2016 and also serves as Director and Secretary of Actiadvisors Corp, a foreign company providing financial advisory services to non-U.S. clients on a volunteer basis. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm employs both fundamental and quantitative analysis, incorporating long-term and short-term trading strategies, and serves a notable non-U.S. client base through its affiliated foreign advisory activity.

Daniel Gentile is a Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with three years of industry experience. He has worked at ActiTrust Wealth Management LLC since 2019 and also serves as a Wealth Manager at ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high-net-worth individuals and families. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities, using a combination of fundamental and quantitative analysis to implement client strategies documented in tailored Investment Policy Statements. The firm serves a meaningful non-U.S. client base through its affiliated foreign advisory activity and employs a range of investment approaches including long- and short-term trading and third-party managers.