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David Cruz brings over 8 years of total experience in private wealth management. Most recently, he worked as a Financial Consultant at Charles Schwab & TD Ameritrade for 6 years; two of the largest and most trusted wealth management firms in the U.S. Mr. Cruz is a Certified Financial Planner, passing the rigorous education, exam, experience and ethics requirements set by the CFP board. Mr. Cruz has experience with both the public and private markets working towards democratizing private investment access for the average investor. Mr. Cruz received his Bachelors degrees in Finance and Psychology from the University of South Florida.
Kyle Moffitt has deep experience in sales, management and entrepreneurial ventures. For four years, Kyle spearheaded his solar energy company with focus on delivering superior products and unmatched customer service. His dedication to quality solidified the company's reputation and laid the foundation for his transition into alternative investments.
Recognizing the potential for diversification and growth, Kyle started personally investing in real estate, ecommerce, and logistics. Through hands-on experience, he honed his understanding of the nuances of alternative investments, navigating both successes and setbacks with resilience and determination. Kyle has an understanding of the intricacies of alternative investments, allowing him to navigate this complex landscape. His ability to leverage both victories and lessons learned has fortified his expertise and positioned him as a reliable partner.
