Mark Neely is a financial advisor at GenTrust with one year of industry experience. He holds a Series 65 designation and previously worked at EIF Capital LLC for twelve years. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors, employing a strategy that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Casey Blout is a financial advisor at Legacy PCG, LLC in New York, NY, holding a Series 65 designation with two years of industry experience. Prior to joining Legacy PCG, Casey worked at GenTrust LLC and MGO Private Wealth, LLC. Legacy PCG serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, retirement-plan consulting, and investment management using a process that combines fundamental and technical analysis with a focus on asset allocation across various investment vehicles.

Neela Mohan Gollapudi is a financial advisor at GenTrust with 17 years of industry experience and holds the Series 63 designation. He has been with GenTrust since 2016. Outside of his advisory role, Dr. Gollapudi volunteers as an investment advisor on the investment committee for the IIT Madras Foundation. GenTrust offers wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a multi-faceted investment approach that incorporates fundamental, technical, and macroeconomic analysis, with a focus on asset allocation and risk management.

Eli Cohen is a financial advisor at Gentrust with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gentrust Wealth Management since 2012, concurrently working at Old City Securities LLC since 2015. Cohen is a principal and head of alternative investments at both Gentrust Wealth Management and Catenary Asset Management, a registered investment advisor affiliated with the same ownership. Gentrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a multifaceted investment approach that integrates fundamental, technical, and macroeconomic analysis, emphasizing asset allocation and risk management.

James Besaw is a CFA® charterholder with 18 years of industry experience. He is a principal and the Chief Investment Officer at Gentrust, where he has worked since 2011, and also maintains a role at Old City Securities LLC. Besaw is involved with Catenary Asset Management, an affiliate of Gentrust that focuses on alternative investments. Gentrust provides wealth management, investment management, financial planning, consulting, and concierge services to high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in regulatory assets and employs a multi-team approach that combines fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

James Colavita is a CFP® with 15 years of experience in the financial services industry, currently serving as an advisor at GenTrust since 2012. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent with 1847 Financial, where he sells life, health, and long-term care insurance products. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional investors. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that incorporates fundamental, technical, and macroeconomic analysis with tailored portfolio construction and risk management.

Hugh Nickola Jr. is a financial advisor at GenTrust with 32 years of industry experience. He holds a Series 63 designation and has worked at GenTrust since 2011, with prior experience at Old City Securities LLC from 2015 to 2021. He is also a passive investor in Catenary Asset Management, an affiliate of GenTrust that focuses on alternative investments. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-strategy approach that includes discretionary and non-discretionary portfolios using a range of investment vehicles and analytical methods.

Mimi Duff is a financial advisor at GenTrust with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Tudor Investment Corporation for six years and Kensho Technologies for two years. Ms. Duff serves as a member of the endowment investment committee of Round Hill Nursery School, providing general advice on investment allocation without compensation. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, and macroeconomic analysis, with a focus on asset allocation and risk management.