Activest Wealth Management, LLC

Eduardo Brender is a financial advisor at Activest Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2024. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutional clients. The firm uses committee-managed model strategies that combine equities, fixed income, commodities, real estate, and alternative investments, and serves a notable international client base.

Judy Batievsky is a financial advisor at Activest Wealth Management, LLC in Aventura, FL, holding a Series 66 designation with over seven years of industry experience, including seven years at Morgan Stanley. She took a sabbatical from 2022 to 2026 before joining Activest Wealth Management. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm manages approximately $1.02 billion in client assets and employs committee-managed model strategies that incorporate a mix of equities, fixed income, commodities, real estate, and alternative investments.

Jose Cova is a financial advisor at Activest Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Activest since 2015. Outside of his advisory role, Cova is a partner in Idelco Consulting Group, a consulting firm serving small businesses. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm employs committee-managed model strategies that incorporate a range of asset classes and serves a significant international client base.

Jose Finkelstein is a financial advisor at Activest Wealth Management, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Futura Asset Advisors LLC, Insight Securities Inc., and Milleglory S.A. de CV. Outside of his advisory role, he is an authorized member of Pupicko LLC, a fee collection business unrelated to investments. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm employs committee-managed model strategies incorporating multiple asset classes and serves a significant international client base, managing over $1 billion in client assets.

Dannit Cohen Saporta is a financial advisor at Activest Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience with Norwegian Cruise Line Holdings, FlexFunds ETP, Nationwide Lending Direct, and the University of Miami. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutional clients. The firm employs committee-managed model strategies across multiple asset classes and utilizes institutional research and technology for portfolio monitoring and rebalancing.

Janessa Suarez is a financial advisor at Activest Wealth Management, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Oppenheimer & Co. Inc. before joining Activest in 2024. Activest Wealth Management offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutional clients. The firm employs committee-managed model strategies that incorporate a range of asset classes and uses institutional research and technology for ongoing portfolio monitoring and rebalancing.

Arianna Kaufman is a financial advisor at Activest Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley and LarrainVial Securities US LLC. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm uses committee-managed model strategies that blend multiple asset classes and employs institutional research and technology for portfolio monitoring and rebalancing.

Jacobo Taurel Rimeris is a financial advisor at Activest Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 credential and has been with Activest since 2015. Outside of his advisory role, he owns Parnasa Lechaim LLC, a management consulting company, and is a licensed agent at Life Insurance Arve LLC, where he provides life insurance consulting. Activest Wealth Management offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm uses committee-managed model strategies across multiple asset classes and serves a notable international client base, managing approximately $1.02 billion in client assets.

Juan Sanchez is a financial advisor at Activest Wealth Management, LLC, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Activest Wealth Management since 2020 and previously held roles at Barclays Capital Inc. and Cornell University. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutional clients. The firm employs committee-managed model strategies across multiple asset classes and uses institutional research and technology for portfolio monitoring and rebalancing, managing approximately $1.02 billion in client assets and advising on about $2.53 billion.

Mauricio Saias is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Activest since 2018, with prior roles at Nova Southeastern University, Citigroup Inc., and Babson College. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutional clients. The firm employs committee-managed model strategies across various asset classes and serves a significant international client base, managing over $1 billion in client assets.

Isaac Wakszol is a financial advisor at Activest Wealth Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has served as Owner and President of Meod 26, Inc., a management consulting company, since 2010. In addition, he is the Managing Member of 3W Hotels LLC and holds ownership interests in several non-investment related entities. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm employs committee-managed model strategies that incorporate equities, fixed income, commodities, real estate, and alternative investments, and serves a notable international client base.

Ana Rieber is a Series 65-licensed advisor with Activest Wealth Management, LLC in Aventura, FL, where she has worked since 2025. She has ten years of prior experience at Banque Syz SA. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutional clients. The firm uses committee-managed model strategies blending various asset classes and serves a significant international client base with assets under management of approximately $1.02 billion.

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 provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm uses committee-managed model strategies that incorporate equities, fixed income, commodities, real estate, and alternative investments, supported by institutional research and technology for portfolio monitoring and rebalancing.