Asset Management | Wealth Management | Investment Solutions

Consulting

GenTrust

GenTrust's headquarters in Miami, FL, United States

Founding Principals

Gui Socarras

George L. Perez

James Kerr

Jim Besaw

Diana Gazzola

Claire Rogan

James A. Colavita

Elena Hernández

Eduardo J. Borberg Mendoza

Jason Stelmaszyk

Javier Javi Sanchez

David Muñoz

This department provides financial advisory services to clients, focusing on investment strategies and wealth growth.

Wealth Management

This department focuses on managing client relationships and ensuring customer satisfaction.

Client Services

This department provides expert guidance and consultation on various strategic initiatives.

Advisory Services

This department focuses on facilitating and managing trading activities within the organization.

Trading Operations

This department oversees investment strategies and direction for the organization's financial portfolio.

Investment Leadership

This department focuses on strategic financial management and oversight for the organization.

GenTrust

Org chart

Board & advisors

Teams

Wealth Management

Client Services

Advisory Services

Trading Operations

Investment Leadership

Finance Leadership

Offices

GenTrust

Org chart

Board & advisors

Teams

Wealth Management

Client Services

Advisory Services

Trading Operations

Investment Leadership

Finance Leadership

Offices

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