About Us

Leon Harari co-Founded Axxiontrade LBS SC in 2010 and HTS Asesores Independientes SC in 2015. He is actively involved in asset management, financial planning, succession and estate planning advisory, tax advisory, banking relationships, as well as in the investment management and strategic initiatives of the group. Leon has been in the financial sector since 1994. Prior to founding Axxiontrade, he worked in Mexico for Banque Safdie, a Swiss private bank. Leon has broad experience in portfolio management and estate planning for international investors. Born in México and a graduate from Universidad Iberoamericana in Public Accounting with a specialty in Finance and Economics.

Benjamin Turquie Co-Founded Axxiontrade LBS SC in 2010 and HTS Asesores Independientes SC in 2015. He is actively involved in financial planning and client relationships, as well as in the investment management and strategic initiatives of the group. Benjamin has been in the financial sector since 2005. He started in Grupo Financiero Monex from 2005-2007. After that he worked in Mexico for Banque Safdie, a Swiss private bank. Benjamin has broad experience in portfolio management and estate planning for international investors. Born in México he graduated in 2007 from Instituto Tecnológico de Monterrey with a degree in Financial Administration.

Eduardo Szterensus is Co Founded Axxiontrade LBS SC in 2010 and HTS Asesores Independientes SC in 2015 . He is actively involved in financial planning and client relationships, as well as in the investment management and strategic initiatives of the group. Eduardo has been in the financial sector since 2006. Prior to founding Axxiontrade, he worked in Mexico for Banque Safdie, a Swiss private bank. Eduardo has broad experience in portfolio management and estate planning for international investors. Born in México he is a graduate in Business Administration from the Intsituto Autónomo de México.

Elias Askenazi has been with Axxiontrade since 2016 and is currently responsible for office management, account openings, client services, accounting and compliance. He obtained his Bachelor in International business in 2017 from the Tecnológico de Monterrey. Elias did an entrepreneurship program in 2016 at UBC Vancouver and graduated with honors. In his free time, Elias enjoys to practice several sports, such as CrossFit, tennis and skiing. He also likes to travel.

Bertha Pozaicer has more than 30 years of experience in the administrative department in several companies. She started in Commercial Bank of New York and then worked in Banque Safdie until Axxiontrade was created in 2010. Since the foundation of Axxiontrade, Bertha has participated principally on the opening of accounts with several banks, along with the administrative department of the company. She has High School studies, speaks Spanish, English and Hebrew. She enjoys practicing yoga, reading and walking outdoors.

Javier López is a member of the Investment Committee. He is focused on optimizing fixed income opportunities and current group exposure taking into consideration credit risk management measures and deep understanding of credit fundamentals. Prior to joining Axxets, Javier worked in S&P Global Ratings as a Ratings Associate for the Financial Services practice in Mexico City. Javier holds a Bachelor of Science in Finance from Instituto Tecnológico Autónomo de México (ITAM); and he is currently pursuing the CFA® charter holder designation after having already approved the Level I. He is fluent in English and Spanish. Javier is currently married and enjoys being a Formula 1 nerd and a foodie in his free time.

Bernardo Trejo is an Investment Analyst and member of the Investment Committee. He is focused on top-down analysis, research and stock picking. Prior to joining Axxets Management, Bernardo worked as a Corporates Senior Associate for the Mexican Credit Rating Agency (HR Ratings). He also worked for more than 8 years doing Equity Research covering many industries for Grupo Bal, company of the second richest man in Mexico. Bernardo holds a Bachelor in Accounting and has a Master Degree in Finance from Universidad Panamericana. Bernardo was born in Mexico City, he is fluent in English and he enjoys outdoor activities such as playing soccer and training Karate. He also likes to spend time with his family and his dog.

Dalit has a degree in Communication Sciences with a specialty in organizational communication from Universidad Anahuac. Presenter at multiple social communication Congresses and producer of corporate image manuals; when she began to enter the world of finance at the age of 21 she obtained a Diploma in Finance at Anahuac. In 2009 she joined as Back Office Manager in the Representative Office of United Mizrahi Tefahot Bank rising in 2015 to be the director of said institution where she dedicated herself to the prospecting and advising new clients with 5 branches under her supervision: London, Switzerland, Los Angeles, Tel Aviv and Jerusalem. During her administration she organized annual events with the most important Israeli construction companies, including DIMRI, AZORIM and AFRICA ISRAEL increasing mortgage loans by up to 80%. In 2020 she joined Axxiontrade. She speaks Hebrew, Spanish and English, her hobbies are diving, music and singing, especially musical theater and traveling with her family.

Juan Manuel is a Financial Advisor, mainly dedicated to Wealth Management and has a direct relationship with each of his clients. He specializes in doing continuous analysis of portfolios to protect clients’ wealth.

Guillermo Himelfarb is a Financial Advisor. He is actively involved in client relationships. Prior to joining Axxiontrade in 2015, Guillermo worked as a private banker and has been in the financial sector since the year 2000. Guillermo has broad experience in portfolio management for domestic investors. Born in Mexico and a graduate from Universidad de las Americas with a degree in Business administration with a specialty in international finance. Living in Mexico City with his wife and two kids.

Financial Advisor trainee at Axxiontrade LBS SC since 2019. Previously worked for two years at his family real estate company. Moises studied Industrial Engineering at Universidad Iberoamericana, graduating in 2020.

Administration trainee at Axxiontrade LBS SC since 2020. Edmond studied Industrial Engineering at Universidad Iberoamericana, graduating in 2021.

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 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 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 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.

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 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.

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.

A specialist in both domestic and international wealth management as well as global asset management in several jurisdictions. He has more than 20 years of experience in the areas of wealth management, asset allocation and investment banking in international banks, multi-family, and independent assets. Bernardo holds a Securities Consultant certificate from CVM in Brazil and an MBA from IBMEC. He is a partner and the head of Wealth Management at Constância Investimentos.

Sabrina has 15 years of experience in the financial administrative area.
She has worked in such companies as the Israel-Brazil Chamber of Commerce and Industry, Lojas Marisa and fintechs in various segments. In the past three years she has worked in the wealth management area at Constância Investimentos.

With 20 years of experience in offshore financial markets, Natalie has worked in international banks, financial institutions, family offices and management firms. With a significant network in the financial and investment world, she has worked with such companies and organizations as Bank Leumi le-Israel, Poalim Asset Management and Constância Investimentos in Brazil, Israel and other countries.

Andres has over 20 years of experience in the Management and Financial services field. He has served as treasurer and financial consultant at Insurance and finance firms, from Venezuela and Switzerland. Andres holds an MBA degree from the Institute of Superior Studies in Administration.