Bulltick Wealth Management, LLC

Tatiana Rivero Cuellar is a financial advisor at Bulltick Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Banco Credit Suisse for nine years. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Adolfo Lazaro is a financial advisor at Bulltick Wealth Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Bulltick Wealth Management since 2023, having previously worked at Bulltick LLC since 2011. Outside of his advisory role, Lazaro is a partner in Pretmex S.A. de C.V. Sofom, a microfinance company focused on payroll credits in Mexico City, and is involved in a construction software company in Mexico. Bulltick Wealth Management provides investment advisory services to high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm employs a combination of macroeconomic analysis and fundamental and technical security analysis, offering proprietary model portfolios and a range of financial planning and consulting services.

Javier Garza Lozano is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Actinver Casa de Bolsa S.A. de C.V. from 2008 to 2021. Bulltick Wealth Management serves high-net-worth individuals, family offices, corporations, and private investment vehicles, providing portfolio management, financial planning, and real estate advisory services. The firm uses a combined macroeconomic and fundamental/technical analysis framework and manages affiliated private funds with an emphasis on U.S. real estate investments.

Rita Herrera De Von Der Goltz is a financial advisor at Bulltick Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has been with Bulltick Financial Services since 2019. Outside of her advisory role, she serves on the board of directors for TPGI - The Pantaleon Group, Inc., a private conglomerate, and Applied Resources, Inc., which manages a long-term investment portfolio. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Gabriel Elorduy is a financial advisor with Bulltick Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms, including Investment Placement Group and Crosswell Advisors, before joining Bulltick Wealth Management in 2018. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm employs a combination of top-down macroeconomic analysis and bottom-up security analysis, offering proprietary model portfolios and a range of portfolio management and financial planning services.

Enrique Vila is a CFA® charterholder and Series 66 licensee currently with Bulltick Wealth Management, LLC, where he has worked since 2022. His prior experience includes a role at Banco Santander International from 2022 to 2025 and positions in academic and educational institutions before entering the financial industry. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles by providing portfolio management, financial planning, and real estate advisory services. The firm employs a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, with a particular focus on U.S. real estate investments and managing affiliated private funds.

Agustin Toussaint is a financial advisor at Bulltick Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bulltick since 2014. Outside of his advisory role, he is a passive investor in a holding company based in Mexico City. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Adrian Aguirre Ojeda is a financial advisor at Bulltick Wealth Management, LLC with two years of industry experience. He holds a Series 65 license and previously worked at BBVA for over 30 years. Outside of his advisory role, he is involved as an agent in life insurance sales through Bulltick Insurance Agency. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm uses a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, with an emphasis on U.S. real-estate investments and management of affiliated private funds.

Javier Martin Riva is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, holding a Series 66 designation with eight years of industry experience. He has worked at Bulltick since 2019 and previously spent three years with Oppenheimer. Bulltick Wealth Management serves high-net-worth individuals, family offices, trusts, corporations, and private pooled investment vehicles. The firm employs a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, focusing on U.S. real estate investments and managing both discretionary and non-discretionary portfolios.

Miguel Olavarri Hervella is a financial advisor at Bulltick Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Bulltick since 2018, with prior roles at Investment Placement Group and Crosswell Advisors. Outside of his advisory work, he is a life insurance agent with Bulltick Insurance Agency LLC. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with bottom-up security analysis and offers proprietary model portfolios, serving both domestic and international clients.

Nicolas Hernandez is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of advisory work, Hernandez is the owner and director of Estructura SAS, a company focused on the development of energy projects. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, and real estate advisory services through a combined top-down and bottom-up investment approach.

Carlos Mena is a financial advisor at Bulltick Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Banorte Asset Management and Intercam Advisors, Inc. Mena divides his professional time between Bulltick and affiliated investment activities. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios alongside financial planning and consulting services.

Enrique Vila is a financial advisor at Bulltick Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, Vila is president of EKV Corporation, a real estate holding company. Bulltick Wealth Management provides investment advisory services to high-net-worth individuals, trusts, family offices, and corporations. The firm utilizes a combination of macroeconomic analysis and security-level research, offering portfolio management across multiple asset classes along with financial planning and consulting services.

Gregan Anderson is a CFA® charterholder with nine years of industry experience. He has been with Bulltick Wealth Management, LLC for ten years. The firm serves high-net-worth individuals, trusts, family offices, corporations, and private investment vehicles, providing portfolio management, financial planning, and real-estate advisory services. Bulltick employs a combined macroeconomic and fundamental/technical analysis approach and manages proprietary model portfolios alongside selected external managers.

Juan Lopez Quinones is a CFA® charterholder with five years of industry experience, currently serving at Bulltick Wealth Management, LLC since 2021. He previously worked at Credit Suisse from 2018 to 2020 and had roles at Navalfa and 3D Estate. He has no ongoing involvement with 3D Estate, a Mexican company he is in the process of liquidating. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, consulting, and real estate advisory services. The firm employs a combined top-down and bottom-up analysis framework and specializes in sourcing and structuring U.S. real estate investments while managing affiliated private funds.