About Us
Introduction
Company Profile
Founded in 2020 and headquartered in Denver, Colorado, Equitrix Investment Management LLC is a financial services firm with a registered capital of USD 50 million. Its legal representative is Christopher Miller. The company holds an MSB (Money Services Business) license issued by the U.S. Financial Crimes Enforcement Network (FinCEN) and strictly complies with regulatory requirements set by organizations such as SEC and FINRA, providing a compliant, secure, and professional investment environment for global clients.
Equitrix’s core business focuses on U.S. stock trading, while gradually expanding into ETFs, options, IPO subscriptions, and high-net-worth asset allocation. The company has independently developed the Equitrix TradeHub™ platform, which integrates a low-latency matching engine, AI-driven risk control system, and multi-terminal support to offer investors a globally leading trading experience.
Equitrix has successfully obtained the FinCEN-issued MSB license, strictly adhering to the regulatory frameworks of SEC and FINRA, and is committed to providing a secure, transparent, and compliant investment environment for global investors.
Vision
To become the preferred trading and investment management platform for global investors accessing U.S. stocks and diversified assets.
Mission
- Remove geographical and access barriers, allowing global investors to share in U.S. market opportunities
- Safeguard wealth through compliance and technology
- Build a cross-border, diversified, intelligent investment management ecosystem
Management
Team Members
USA
Christopher Miller
Founder & Chief Executive Officer (CEO)
Former Head of North American Securities at Morgan Stanley, with over 25 years of Wall Street investment experience. Specializes in U.S. structured equity trading and cross-border capital operations. He is the key architect behind the company’s overall strategy and direction.
Canada
David Anderson
Chief Operating Officer (COO)
Former Director of Asset Management Operations at the Royal Bank of Canada (RBC). Expert in building operational systems and cross-border compliance. Focuses on enhancing Equitrix’s global operational efficiency and standardization.
USA
Michael Foster
Chief Financial Officer (CFO)
Certified Public Accountant (CPA) and former Partner at PwC’s New York office. Well-versed in SEC financial reporting and international tax structures. Responsible for financial management and investor relations at Equitrix.
USA
Jonathan Reed
Chief Technology Officer (CTO)
Former Financial Technology Architect at Google Cloud, with 15 years of experience in AI and blockchain development. Leads the development of the Equitrix TradeHub™ trading platform and risk control systems.
Canada
Patrick Wilson
Chief Investment Officer (CIO)
Former Senior Strategist at the Toronto Stock Exchange. Specializes in U.S. equities and ETF asset allocation. Leads investment research, stock selection models, and institutional client advisory services.
Mexico
Balam Ezequiel Rosales Meza
Chief Investment Analyst (CIA)
Former Global Strategy Advisor at Invesco Ltd., with over 25 years of Wall Street and international capital markets experience. Specialized in derivatives, quantitative trading, and cross-border M&A, managing over USD 1.5 billion in structured and AI-driven investment strategies with consistent 30%+ annualized returns. Responsible for Equitrix’s global investment research, AI quantitative strategy development, and emerging markets expansion.
Canada
Daniel Cooper
Director of Market & Strategic Development
Former Vice President of Institutional Business at BlackRock Canada. Experienced in strategic partnerships and market expansion. Oversees strategic alliances across North America and Europe for Equitrix.
USA
Emily Carter
Vice President of Global Marketing
Harvard Business School MBA, formerly Head of Brand Marketing at NASDAQ. Responsible for global brand promotion, marketing strategy, and user growth at Equitrix.
Canada
Sarah Mitchell
Chief Risk Officer (CRO)
Certified Financial Risk Manager (FRM), formerly Head of Risk Management at the Bank of Montreal (BMO). Specializes in market risk, credit risk, and quantitative modeling. Oversees the company’s overall risk framework and policy implementation.
