Brainvest Wealth Management LLC

Jose Arias Trejo is a CFA® charterholder affiliated with Brainvest Wealth Management LLC in Miami, FL, with one year of industry experience. He has previously worked at Brainvest Wealth Management SA, the University of Geneva, and Casa de Bolsa Finamex. Brainvest Wealth Management primarily serves high-net-worth individuals and institutional clients such as pension plans and venture capital funds, providing portfolio management, pension consulting, and advisory services across a range of investment vehicles and strategies. The firm’s cross-border structure and involvement with affiliated operations and third-party funds distinguish its approach.

Gareth Evans is a financial advisor with Brainvest Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Rose Capital Advisors, LLC and maintains his broker license through Saxony Securities, Inc. Outside of his advisory role, he serves as a board observer for Factor Bikes, a non-investment-related company based in Taiwan. Brainvest Wealth Management primarily serves high-net-worth individuals and institutional clients, offering portfolio management, pension consulting, and advisory services across a range of investment types. The firm employs a tailored approach using fundamental, quantitative, technical, and modern portfolio theory analyses, with a distinctive cross-border structure and involvement in various private and pooled investment funds.

Thais Gruenwald Gaspar is a financial advisor at Brainvest Wealth Management LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. She has been with Brainvest and its related entities since 2017, with prior experience at ToysRUs and Duke University. Brainvest Wealth Management primarily serves high-net-worth individuals and institutional clients, providing portfolio management, pension consulting, and advisory services. The firm utilizes a mix of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client objectives and risk tolerances, and maintains a cross-border structure with affiliated operations and fund activities.

Yuri Manela is a financial advisor at Brainvest Wealth Management LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Banco Safra and Triar Gestão de Patrimonio. Brainvest Wealth Management primarily serves high-net-worth individuals and institutional clients, offering portfolio management, pension consulting, and advisory services across a range of investment vehicles. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client objectives and risk tolerances.

Felipe De Azambuja is a financial advisor at Brainvest Wealth Management LLC with a Series 65 credential and over a decade of experience in the industry. His prior roles include positions at Fininvesta SA, Octogone Gestion SA, and Edmond de Rothschild (Suisse) SA. Brainvest Wealth Management primarily serves high-net-worth individuals and institutional clients, providing portfolio management, pension consulting, and advisory services across a range of investment vehicles. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to tailor investment programs according to client objectives and risk tolerances.