Strategic WealthInnovative Approach

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.

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.