ActiTrust Wealth Management LLC

Adrian Wu is a financial advisor at ActiTrust Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining ActiTrust, he was a student for ten years. ActiTrust Wealth Management LLC provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm uses a combination of fundamental and quantitative analysis and employs various investment strategies while documenting goals and risk tolerance in each client’s Investment Policy Statement.

Alejandro Yanes is a financial advisor with ActiTrust Wealth Management LLC, holding a Series 65 designation and eight years of industry experience. He has worked at ActiTrust Wealth Management LLC 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 LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm employs a combination of fundamental and quantitative analysis, managing a broad range of asset classes while tailoring strategies to clients’ goals and risk tolerance.

Eduardo Bello is a financial advisor at ActiTrust Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and serves as Managing Director and Chief Compliance Officer at Seaview Investment Managers, where he focuses on institutional clients and business development. Bello has worked at several firms including Amerant Investments and Kandor Global Advisors. ActiTrust Wealth Management LLC provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and quantitative analysis and uses various investment strategies tailored to client goals and risk tolerance.

Alfredo Yanes is a financial advisor at ActiTrust Wealth Management LLC with two years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he has worked in various positions including at OpenText and Mortgage Austin. Outside of financial advising, he serves as a Senior Sales Advisor for Jet Fly Aviation, a company specializing in luxury private jet services and aircraft management. ActiTrust Wealth Management LLC provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm uses a combination of fundamental and quantitative analysis and offers tailored investment strategies documented in each client’s Investment Policy Statement.

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.