Alterna Wealth Management, Inc.

Alejandro Mateos Gonzalez is a financial advisor at Alterna Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Actinver in Mexico since 2005. He also engages in referral activities related to Banco Actinver and Actinver Casa de Bolsa for non-U.S. wealth management services. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Francisco Maza is a CFA® credentialed financial advisor with 29 years of industry experience. He is associated with Alterna Wealth Management, Inc. and has held positions at Actinver Wealth Management, Inc. and related Actinver entities since 2004. Outside of his advisory role, Mr. Maza owns TAMASTA MANAGEMENT, LLC, a personal holding company involved in real estate and construction transactions. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of its client base located outside the United States. The firm utilizes a disciplined, global approach to asset allocation and diversification, employing quantitative analysis, technical methods, and dynamic models tailored to various investment styles.

Roberto Cano is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young before joining Alterna Securities in 2022. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Francisco Rivera Corona is an advisor at Alterna Wealth Management, Inc. in Houston, TX, with one year of industry experience. He holds a Series 66 designation and has worked previously at Alterna Securities, Inc. and held academic roles at Baylor University and Tecnologico de Monterrey Campus Cuernavaca. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a substantial portion of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, combining quantitative analysis, technical methods, and an in-house trading desk to support a range of investment styles.

Rosario Flores is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX, with nine years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Alterna Securities, Inc. since 2015. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a significant international client base. The firm employs a disciplined, global asset allocation approach using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Maribel Galindo is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with 17 years of industry experience. She has prior work history at Citigroup Global Markets and Citibank n.a. Outside of advisory work, she holds ownership in a rental property located in Miami, FL. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, utilizing a disciplined, global approach to asset allocation and diversification with a focus on model strategies and a combination of quantitative and technical analysis.

Antun Domit III is a financial advisor at Alterna Wealth Management, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Actinver Wealth Management, Inc. and Actinver Securities, Inc. since 2014. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Raul Chapa Ugalde is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse AG and Credit Suisse Asesoria Mexico. He is also a minority owner of a Mexican venture capital company, Grupo DOSCEROQUINCE SA de CV. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of its client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Emilio Mejia is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and possessing 25 years of industry experience. He has worked extensively with Actinver Securities and Actinver Wealth Management since 2008. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined global approach to asset allocation and diversification, utilizing dynamic models and combining quantitative analysis, technical methods, and an in-house trading desk.

Patricio Gomez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Alterna Wealth Management, he was involved in real estate with Bright Lakes and is the owner of House of Regent LLC, a real estate management company. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, emphasizing a disciplined, global approach to asset allocation and diversification through quantitative analysis and dynamic investment models.

Ignacio Sunderland Portilla is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Argenta Capital Management, LLC and Trinity University. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Santiago Garza is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Alterna Wealth Management and Alterna Securities, he worked at Popeyes Louisiana Kitchen and has also held positions at the University of Houston, Lonestar Community College, and Obra D. Tompkins High School. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a significant client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk in its investment process.

Patricio Esquivel is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation. He has one year of industry experience and previously worked at several firms, including SSA Recruitment and Lumicity. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing quantitative analysis, technical methods, and model strategies across various investment styles.

Benjamin Lopez is a financial advisor at Alterna Wealth Management, Inc. in San Antonio, TX, with 20 years of industry experience. He has previously worked at Actinver Wealth Management, Optima Capital Management, and Sunport Capital. Lopez holds Series 63 and Series 65 licenses and serves as managing member of KASA Investments, LLC and secretary/director of Optima Equity Partners, Inc. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined global approach to asset allocation using dynamic models and combines quantitative analysis, technical methods, and an in-house trading desk to serve a largely international client base.

Marco Razo Torres is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Alterna Securities Inc. and academic appointments at the University of Incarnate Word and the University of Indianapolis. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, serving a significant number of clients outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and combining quantitative analysis, technical methods, and an in-house trading desk to construct portfolios.