About Us

We are a dedicated investment advisor providing customized and transparent advisory services through a group of responsible professionals and a comprehensive platform.

We believe our greatest interest is you and the success of your family.

Relationships and reach

We have developed a network of leading professionals and institutions to provide comprehensive wealth management solutions, including custodians, investment managers, CPAs, lawyers and brokers.

 

Customized service

Our primary interest is you. We are known for providing a one-on-one relationship with our clients, we gain comprehensive insight into all their needs and objectives. This enables us to offer responsible and efficient recommendations supported by our Investment Committee.

Your single point of reference

With our comprehensive range of products and services, we fulfill all your financial and legal planning requirements under one roof. Additionally, we grant access to a cutting-edge technology platform, ensuring our clients have round-the-clock access to up-to-date wealth information.

Executive Group

Activest Wealth Management

ISAAC WAKSZOL
Isaac Wakszol is the Founder and President of Activest Wealth Management. He is actively involved in financial planning and client relationships, as well as in the investment management and strategic initiatives of the group. Isaac has been in the financial sector since 1996. Prior to founding Activest, he was the representative of Banque Safdie, a Swiss private investment bank in Venezuela. Isaac has broad experience in portfolio management and estate planning for domestic and international investors. Born in Venezuela and a graduate from Universidad Metropolitana School of Civil Engineering in Venezuela, he also completed an MBA at IESA Venezuela and Babson College. He currently holds the Series 65 license and is fluent in English and Spanish. Isaac is an avid runner and an active member within the Jewish community of Aventura, Florida where he's been living since 2008 with his wife and two kids.
JACOBO TAUREL
Jacobo Taurel directs the investment, operations, and IT team. He is actively involved in the investment decision-making process as well as managing client portfolios and relationships. Since joining Activest, he led transformational projects such as the Investment Committee and the group's in-house portfolio software (APS). Prior to joining Activest, Jacobo held positions at CLA Direct, Smells-Good, and RORI. Jacobo graduated Cum-Laude from the Arison School of Business in Israel, where he majored in Finance and participated in the Wharton exchange program. He currently holds the Series 65 license and earned a certificate in financial planning from New York University. Jacobo was born in Venezuela and has lived in six different cities. He is fluent in English, Spanish and speaks basic Hebrew. He is currently married with two kids. In his free time, he enjoys reading, playing basketball, practicing yoga, traveling, and outdoor activities.
JOSE LUIS COVA
Jose Luis Cova is a Portfolio Manager and director of the Investment Committee. He is actively involved in the analysis of portfolios and investment opportunities as well as in the relationship management of institutions providing research and financial products. Prior to his current role, Jose worked at FlexFunds Exchange Traded Products as a Financial Analyst. His main responsibility was to provide solutions to asset managers through the creation of investment vehicles. While attending college, Jose joined the Aspira Association, a Florida based non-profit organization focused on developing leadership capacities among minority students through educational programs. Furthermore, he is a member of the National Society of Collegiate Scholars. Jose was born in Venezuela and is fluent in English and Spanish. He graduated from the University of Miami with a Bachelor's Degree in Business Administration with a minor in Finance. He currently holds the Series 65 license. In his free time, Jose enjoys outdoor activities such as playing soccer and mountain biking. He also likes to travel and spend time with his family.
JUAN XAVIER SANCHEZ, CFA
Juan Xavier Sánchez is a Portfolio Manager and member of the Investment Committee. He is focused on portfolio analysis, investment proposals and idea generation. Prior to joining Activest, Juan Xavier worked as an Investment Banking Associate for Barclays Investment Bank, as a part of the Global Industrials Group in New York City. Juan Xavier holds a Bachelor of Science in Economics with concentrations in Finance and Marketing from The Wharton School at the University of Pennsylvania, and an MBA from Cornell University. He is a CFA® charter holder. Juan Xavier was born in Miami and raised in Ecuador, and has lived in five different cities. He is fluent in English, Spanish and speaks basic Italian. In his free time, Juan Xavier enjoys waterskiing, running, traveling, and outdoor activities.
SIMA CARMELY
Sima Carmely has been with Activest since inception and is currently responsible for office management and, client services and assists with compliance. She has more than 30 years of experience including a senior role in Bank Hapoalim and in real estate transactions. Sima was born in Israel and has been in the US for over 20 years. She received several certificates from Florida International University in the fields of business and private banking. In her free time, Sima enjoys reading, traveling, watching movies, dancing and exercising. She is married and has one daughter, a son and one grandson.
MAURICIO SAIAS
Mauricio Saias is the Chief Operating Officer at Activest Wealth Management. He is responsible for managing Activest's day-to-day operations, along with crafting and building analytics tools that track key aspects of business performance. Also, he is in charge of executing the company's Information Systems Strategy, which includes designing and maintaining Activest's Portfolio Management System (APS). Prior to joining Activest, Mauricio worked at Citigroup in Miami, FL, and 100% Banco in Caracas, Venezuela. For his Bachelor's Degree, Mauricio graduated top of his class majoring in Systems Engineering from the Universidad Metropolitana. He also earned his MBA from Babson College, graduating with Magna Cum Laude Honors. Finally, he has a second Master's Degree focused on Process Improvement from Nova Southeastern University. He currently holds the Series 65 license. Mauricio was born in Venezuela and is fluent in English and Spanish. In his free time, he enjoys traveling, spending time with his family and playing basketball.
DANNIT COHEN
Dannit Cohen is an Operations and Technology Associate at Activest Wealth Management. She supports Activest's day-to-day operations such as the trading process, communication with clients, and implementation of new technology. Prior to her current role, Dannit worked at Norwegian Cruise Line Holdings as a Revenue Management Coordinator where she was responsible for determining optimal price points and inventory allocation to maximize revenue growth and total occupancy. Dannit graduated Cum-Laude with a double major in Business Technology and Finance from the University of Miami. During that time, she co-founded a student organization, participated in the University of Miami TV station, and worked as a Tutor. She was born in Caracas, Venezuela, and is proficient in Spanish and English. During her free time, she enjoys spinning, traveling, and spending time with her friends and family.