Executive Group
Activest Wealth Management
Before founding Activest, he represented a Swiss private investment bank in Venezuela, gaining valuable international finance insights. His academic credentials include a civil engineering degree from Universidad Metropolitana and an MBA from IESA Venezuela and Babson College. Fluent in English and Spanish, he holds a Series 65 license, reflecting his deep commitment to financial services.
Outside of his professional endeavors, he is an avid runner and an active member of the Jewish community in Aventura, Florida, where he has been residing since 2008. His commitment extends beyond business to include significant community and family engagements, making him a well-rounded leader and influencer in both his professional and personal life.
Educated at Arison School of Business in Israel, he graduated Cum-Laude with a finance major and participated in the Wharton exchange program. His diverse roles at firms like CLA Direct and Smells-Good prior to joining Activest equipped him with a broad financial perspective. Holding a Series 65 license and a NYU certificate in financial planning, his expertise is well-certified.
In personal life, he enjoys basketball, yoga, and travel. Multilingual in English, Spanish, and basic Hebrew, he values family time and outdoor activities, integrating his professional acumen with a vibrant personal life.
He earned an MBA from Babson College and has held pivotal roles at institutions like Morgan Stanley and the Royal Bank of Canada. His profound industry knowledge and leadership skills are reflected in his oversight of financial strategies and client management at Activest.
Outside the office, Eduardo engages in various community initiatives, balancing his professional achievements with active community involvement. His dedication to both his career and community roles showcases his commitment to impacting positively on a broader scale.
He earned a Bachelor’s Degree in Business Administration with a minor in Finance from the University of Miami. This education, combined with his active participation in the Aspira Association, has shaped his leadership and financial analysis skills. A licensed Series 65 holder, he is proficient in English and Spanish, enhancing his ability to serve a diverse clientele.
Outside of work, he enjoys outdoor activities like soccer and mountain biking. His interests in traveling and family time are integral to his lifestyle, reflecting his commitment to a balanced and fulfilling personal life.
Juan Xavier holds a BS in Economics from The Wharton School and an MBA from Cornell University. As a CFA® Charterholder, his expertise in finance is complemented by fluency in English, Spanish, and Italian. His educational and professional journey illustrates a deep commitment to financial excellence.
In his free time, Juan Xavier enjoys waterskiing, running, and traveling. His passion for outdoor activities and exploring new places enriches his personal and professional life, providing a broad perspective that benefits his investment strategies.
Before joining Activest, he gained extensive experience at Citigroup and 100% Banco, enriching his understanding of banking operations and financial strategies. His work is pivotal in maintaining the efficiency and effectiveness of Activest's operational and technological frameworks.
Mauricio enjoys traveling and playing basketball. Fluent in English and Spanish, he values family time, reflecting his dedication to balancing a demanding career with a fulfilling personal life.
Dannit graduated Cum-Laude from the University of Miami with a double major in Business Technology and Finance. Her academic achievements and professional experiences make her an integral part of the Activest team, providing a strong blend of technology and financial acumen.
In her leisure time, Dannit is passionate about spinning, traveling, and socializing with friends and family. Her active lifestyle and commitment to personal growth complement her professional role, adding depth to her contributions to the firm.
Janessa holds a BA from Florida International University and an MBA from Florida State University. Currently studying Law at NSU-Shepard Broad College of Law, she continually seeks to expand her professional capabilities. Her commitment to lifelong learning is a testament to her dedication to her career and clients.
Her personal interests include traveling and beach outings. Janessa’s love for the outdoors and spending time with her dog illustrates her approach to maintaining a balanced lifestyle, which enriches her professional performance and client relationships.
Prior to her current position, Denise honed her skills in sales and operations as an Account Executive, bringing a wealth of experience to her role at Activest. She holds a bachelor’s degree in Managerial Economics from Bentley University in Boston, and an MBA in Marketing and Business Administration from ESIC in Madrid. Her educational background equips her with a robust understanding of economic and marketing principles, enhancing her effectiveness in her client service role.
Outside of work, Denise has a rich personal life characterized by her love for travel, culinary explorations, literature, and the arts. Born in Lima, Peru, and proficient in both English and Spanish, she brings a diverse cultural perspective to her work and personal activities. Her interests in reading and visiting art exhibitions reflect her appreciation for continuous learning and cultural engagement, adding depth to her personal and professional interactions.
Daniela’s diverse background spans finance, logistics, and high-volume wholesale and retail management and sales. She is highly organized and proficient in strategic planning and process improvement, consistently enhancing efficiency and productivity. In logistics, Daniela has overseen supply chains, ensuring timely delivery and optimal inventory management. Her strategic approach to sales and customer service has driven revenue growth.
Outside of work, Daniela is a dedicated mother of three who loves to spend time with her family, exercise, travel the world, and read a good book at the beach.
Originally from Israel, Sima has been in the US for over 20 years, studying business and private banking at Florida International University. Her educational background and professional experience make her a key player in the smooth running of Activest’s daily operations.
In her free time, Sima enjoys reading, traveling, watching movies, dancing, and exercising. Married with children and grandchildren, her personal life is as fulfilling as her professional journey, demonstrating her commitment to family and personal well-being.
