Activest Wealth Management, LLC

Eduardo Brender is a financial advisor with Activest Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and RBC Capital Markets. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by offering discretionary portfolio management, sub-advisory and institutional consulting, reporting services, family office coordination, and integrated financial planning. The firm employs a disciplined investment process that combines client interviews with committee-driven portfolio management across multiple risk-based strategies, with a notable focus on international relationships and a substantial institutional assets-under-advisement practice.

Judy Batievsky is a financial advisor at Activest Wealth Management, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for seven years before joining Activest in 2026. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and various U.S. and international institutions, offering discretionary portfolio management, institutional consulting, and integrated financial planning. The firm’s investment process involves an investment committee that employs fundamental, quantitative, and risk-based analysis to manage diversified model portfolios across multiple strategies.

Jose Cova is a financial advisor at Activest Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Activest Wealth Management since 2015 and at AXXETS Wealth Management USA LLC since 2026. Outside of his advisory role, he is a partner in Idelco Consulting Group, a firm that provides consulting services to small businesses. Activest Wealth Management serves individuals, including high-net-worth clients, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, sub-advisory and institutional consulting, and integrated financial planning, using a process that combines advisor-client interviews with an investment committee overseeing diverse model portfolios and leveraging external research and technology.

Jose Finkelstein is a financial advisor at Activest Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Futura Asset Advisors LLC, Insight Securities Inc., and Milleglory S.A. de CV. He is also involved with Pupicko LLC, where he handles fee collection and tax filing activities. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and institutions by providing discretionary portfolio management, sub-advisory and institutional consulting, reporting services, family office coordination, and integrated financial planning. The firm combines advisor-client interviews with an investment committee approach to construct and monitor model portfolios, with a particular focus on international relationships and a sizable institutional assets-under-advisement business.

Dannit Chocron is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Activest since 2020. His prior experience includes roles at Norwegian Cruise Line Holdings, FlexFunds ETP, Nationwide Lending Direct, and the University of Miami. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, institutional consulting, and comprehensive financial planning, utilizing model portfolios managed through a combination of fundamental, quantitative, and risk-based analysis.

Janessa Suarez is a financial advisor at Activest Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Oppenheimer & Co. Inc. outside of her advisory role, no additional activities are noted. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm provides discretionary portfolio management, sub-advisory and institutional consulting, and integrated financial planning, employing a process that combines advisor-client interviews and an investment committee’s model portfolio oversight across multiple strategies.

Arianna Kaufman is a financial advisor at Activest Wealth Management, LLC with three years of industry experience. She holds the Series 66 designation and has worked previously at firms including Morgan Stanley and LarrainVial Securities US LLC. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, institutional consulting, and integrated financial planning. The firm uses a combination of advisor-client interviews and an investment committee to manage model portfolios across various strategies, emphasizing international relationships and a significant institutional assets‑under‑advisement practice.

Jacobo Taurel Rimeris is a financial advisor with Activest Wealth Management, LLC in Aventura, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Activest Wealth Management since 2015. Outside of his advisory role, he owns Parnasa Lechaim LLC, a management consulting company, and serves as a licensed agent at Life Insurance Arve LLC, specializing in life insurance consulting. Activest Wealth Management serves individuals, foundations, endowments, and institutional clients, providing discretionary portfolio management, consulting, and integrated financial planning. The firm employs a model portfolio approach supported by fundamental and quantitative analysis, with a notable focus on international relationships and an institutional assets-under-advisement practice.

Juan Sanchez is a financial advisor at Activest Wealth Management, LLC with six years of industry experience. He previously worked at Barclays Capital Inc. and has a background that includes positions at Cornell University and Ferremundo S.A. He holds Series 63 and Series 65 licenses. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions with discretionary portfolio management, consulting, financial planning, and family office coordination. The firm employs a multi-strategy investment process managed by an investment committee and emphasizes international client relationships and institutional asset management.

Mariana Avila Murati is a financial advisor at Activest Wealth Management, LLC with a Series 65 credential and one year of industry experience. She previously worked at RBC Dominion Securities for six years and held a position at State Street. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, sub‑advisory consulting, and integrated financial planning. The firm uses a structured investment process that combines client interviews with committee-led portfolio management, emphasizing international relationships and a substantial institutional assets-under-advisement practice.

Mauricio Saias is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Citigroup Inc. and Nova Southeastern University. Saias has been with Activest Wealth Management since 2018. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other domestic and international institutions. The firm offers discretionary portfolio management, institutional consulting, and financial planning, utilizing a process that integrates advisor-client interviews with an investment committee that manages model portfolios using fundamental, quantitative, and risk-based analysis.

Isaac Wakszol is a financial advisor with Activest Wealth Management, LLC in Aventura, FL, holding a Series 65 designation and 16 years of industry experience. He is also the Owner and President of MEOD 26, Inc., a management consulting company. Additionally, he serves as Managing Member of 3W Hotels LLC and has ownership interests in several non-investment related entities. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions by providing discretionary portfolio management, sub-advisory, institutional consulting, and integrated financial planning. The firm employs a combination of advisor-client interviews and an investment committee that uses fundamental, quantitative, and risk-based analysis to manage model portfolios across multiple investment strategies.

Ana Rieber is a financial advisor at Activest Wealth Management, LLC with a Series 65 designation and one year of industry experience. She previously worked for Banque Syz SA for ten years. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, consulting, reporting, family office coordination, and integrated financial planning. The firm’s investment process includes advisor-client interviews and an investment committee that manages model portfolios using fundamental, quantitative, and risk-based analysis, with a focus on international relationships and institutional assets under advisement.

Claudia Sadde is a financial advisor at Activest Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Axxets Wealth Management and Nemesis Asset Management LLP. Activest Wealth Management serves individuals, foundations, endowments, and various institutional clients with discretionary portfolio management, consulting, family office coordination, and integrated financial planning. The firm employs a collaborative investment process that includes model portfolios managed through fundamental, quantitative, and risk-based analysis, with an emphasis on international relationships and institutional assets.