Joe Fernández

Invenio Wealth Partners LLC provides investment advice. The private company is based in Coral Gables, FL. The company was founded in 2022 by Joseph A. Fernández, Christina B. Hudson. Joseph A. Fernández has been the CEO since 2022.

Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Part of The Bank of New York Mellon Corp., Ganz Capital Management, Inc. is an investment advisory services company. The company is based in Miami, FL. Ganz Capital Management was acquired by Mellon Financial Corp. on May 20, 1997.