Strategic WealthInnovative Approach
Whether you're preparing for retirement or building your financial foundation, we offer personalized guidance shaped by analytical depth and long-term perspective. Our work blends the discipline of institutional finance with a deep understanding of each client’s unique goals — helping you navigate complex markets with clarity, conviction, and care.
SEC Registered
Fiduciary Standard
Personalized Service
Why Choose Us?
- We keep things simple: transparent fees, no product pushing, and advice that puts your interests first
- No investment minimums. We offer tailored wealth management for individuals and families at every stage with guidance designed around your unique goals
- Traditional and alternative investments, including cryptocurrency exposure
- Transparent fee structure and fiduciary commitment
Our Wealth Management Services
Comprehensive financial services designed to grow and protect your wealth through strategic investment management and personalized financial planning.
Strategic asset allocation tailored to your unique risk profile and timeline
Direct access to your advisor for ongoing review and adjustments
Full-scope or a-la-carte planning for savings, retirement, home financing, and more
Ongoing guidance to ensure your strategy adapts with the market
Exposure to blockchain and digital asset strategies
Education and access to private funds, credit, and other alternatives
Guidance on deploying retained earnings and excess cash
Strategic alignment between business assets and personal goals
Ready to optimize your investment strategy? Let's discuss how we can help grow your wealth.
About Us
Led by professionals with institutional experience and a thoughtful, research-driven approach to wealth management. We help clients navigate complex markets with personalized planning, long-term strategy, and access to tools traditionally reserved for larger investors.
Managing Partner & Chief Investment Officer
Diego brings a deep background in quantitative finance, risk engineering, and institutional advisory to his role as Chief Investment Officer.
Before transitioning into wealth management with Eric, Diego specialized in quantitative research, advising institutional clients on both the buy-side and sell-side. His work focused on asset modeling, portfolio optimization, and quantitative risk management — with an emphasis on derivatives strategies designed to hedge exposure and enhance returns in periods of elevated market volatility.
At Trujillo Yao Private Wealth, Diego applies his institutional experience and technical expertise to design resilient, research-driven investment strategies. His work focuses on aligning each portfolio with long-term growth objectives while integrating the same quantitative discipline and risk-aware frameworks used by leading institutional investors.
Credentials
- Series 65 Licensed
- Institutional Advisory - Balyasny AM, Rothschild & Co
- Quantitative Researcher - Morgan Stanley
- BS Economics & MS Quantitative and Computational Finance @ Georgia Tech
Specialties
Managing Partner & Director of Financial Planning
Eric brings a strong foundation in traditional fixed income and modern digital asset strategy to his role as Director of Financial Planning.
Eric served as a wealth manager at AGP, where he specialized in fixed income portfolios for high‑net‑worth clients. His work focused on bond structuring, interest rate risk management, and generating stable returns through yield‑optimized strategies. In addition to his work in finance, Eric also serves as Chief Technology Officer of Synaptrix Labs, a neurotechnology startup developing non-invasive brain–computer interface solutions. In this role, he leads engineering efforts across machine learning and signal processing.
A graduate of New York University with degrees in Economics and Data Science, Eric incorporates cryptocurrency exposure as part of a diversified long‑term strategy, with a focus on regulatory clarity, risk‑adjusted return potential, and alignment with each client's broader financial goals.
Credentials
- Series 65 Licensed
- Wealth Manager - Alliance Global Partners
- Chief Technology Officer - Synaptrix Labs, Inc.
- BA Economics & Data Science @ NYU
Specialties
Our Mission
At Trujillo Yao Private Wealth, our mission is to deliver institutional-grade portfolio strategy and financial planning to individuals and families seeking to build and preserve long-term wealth. We take a research-driven approach to asset management—combining quantitative modeling, disciplined risk management, and personalized advisory to construct portfolios that are both resilient and return-focused. Our clients benefit from access to investment opportunities typically reserved for institutional investors, including structured fixed income, derivatives-based risk management, and select digital assets.
As fiduciaries, we tailor every plan to the client’s goals, values, and risk profile—ensuring each strategy is grounded in data, aligned with long-term objectives, and adaptable to evolving market conditions.
Start Growing Your Wealth
Ready to optimize your investment strategy? Contact us for a complimentary consultation and discover how our wealth management services can help you achieve your financial goals.
Schedule Your Consultation
Contact Information
Phone
(917) 819-0142
Mon-Fri, 2AM-11PM
info@trujilloyaopw.com
24hr response
Office Hours
Mon-Sun: 2AM-11PM