San Antonio, TX Office

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.

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.

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.

Kurt Josten is a financial advisor with Alterna Wealth Management, Inc. in San Antonio, TX, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2009 and 2015, respectively. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a substantial client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Juan Andrade Frich is a financial advisor at Alterna Wealth Management, Inc. based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked with Actinver Securities, Inc. and Actinver Wealth Management, Inc. for over a decade. Alterna Wealth Management serves individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, providing discretionary and non-discretionary portfolio management with a disciplined, global approach to asset allocation and diversification. The firm’s investment process integrates quantitative analysis, technical methods, and trading expertise, supporting multiple investment styles and incorporating third-party model recommendations.