Alfredo J. Yanes
- Role
- Co-founder Managing Director Registered Investment Advisor at Actitrust Wealth Management
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Alfredo J. Yanes
Successful management of your wealth and savings comes from achieving the \"proper\"…
Experience
Co-founder Managing Director Registered Investment Advisor
Oct 2016 — Present
ActiTrust is an independent Registered Investment Advisor that offers fee based asset management to high net worth individuals and families. Please do not provide any third party endorsements on my profile. I\'m not responsible for and do not encourage third parties to post anything on behalf of my firm or myself. Compliance Disclosure: ActiTrust Wealth Management LLC is a Registered Investment Advisor (RIA) registered with the State of Florida.
Education
Hargrave Military Academy
High School, High School/Secondary Diplomas and Certificates
1979 — 1981
Institutos Educacionales Asociados
N/a, N/a
1969 — 1978
Texas McCombs School of Business
MBA, Finance, Investments
1988 — 1989
Babson College
BSBA, Finance, Investments, Quantitative Methods
1981 — 1985
Skills
- Retirement Planning
- Credit
- Finance
- Risk Management
- Business Development
- General Securities Registered Representative
- Private Equity
- Financial Services
- Finra
- Securities
- Commercial Banking
- Alternative Investments
- Financial Analysis
- Impact Investing
- Trade Finance
- Series 63
- Equities
- Management
- 401k Rollovers
- High Net Worth Individuals
- Capital Markets
- Bdcs
- Investment Strategies
- Annuity Sales
- Investment Management
- Wealth Management
- Fixed Income
- Reit
- Financial Advisory
- Bilingual-Spanish
- Banking
- Portfolio Management
- Asset Management
- Life Insurance
- Dynamic Asset Allocation
- Financial Planning
- Strategic Planning
- Investments
- Relationship Management
- Private Banking
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