Carlos Gonzalez is a financial advisor at GenTrust with four years of industry experience. He holds a Series 65 designation and has previously worked at Sunrun and MAXIMAI Investment Partners LLC. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for a focused client base that includes high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutional clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, and macroeconomic analysis with risk management strategies and offers wealth management, financial planning, and concierge services.

Jennifer Tamayo is a financial advisor at GenTrust with 15 years of industry experience. She holds a Series 66 designation and has worked at GenTrust since 2019, following a five-year tenure at Citi. 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 and employs a team of about 20 advisors.

Guillermo Socarras is a financial advisor at Gentrust with 25 years of industry experience and holds a Series 66 designation. He has been with Gentrust since 2011 and serves as a principal of both Gentrust, LLC and its affiliate, Catenary Asset Management, LLC, where he is a passive investor. Gentrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base that includes high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management and valuation-driven adjustments.

Brian Goldman is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and one year of industry experience. He has been with GenTrust since 2024 and has a concurrent role at Lanx Management LLC dating back to 2001. 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 regulatory assets with a team of about 20 advisors, employing a multifaceted investment approach that includes discretionary and non-discretionary portfolio construction and performance-based fee arrangements for qualified clients.

Krysta Dos Santos is a CFP® and holds a Series 66 designation with 13 years of industry experience. She currently works at GenTrust, where she has been since 2023, following prior roles at THE Vanguard Group, Inc. and Black Gould and Associates. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients, including high-net-worth individuals and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Diana Gazzola is a financial advisor at GenTrust with seven years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Insigneo International Financial Services. Gazzola is currently based in Miami, FL. GenTrust is a multi-team SEC-registered investment adviser managing approximately $5.2 billion in discretionary and non-discretionary assets for a concentrated client base that includes high-net-worth individuals, financial intermediaries, and institutional clients. The firm utilizes a proprietary investment process that combines fundamental, technical, and macroeconomic analysis with scenario-based risk management and offers services such as wealth management, financial planning, and concierge support.

Antonio Cruz is a financial advisor at GenTrust with a Series 65 designation and one year of industry experience. He previously worked at X10 Capital for three years and has held roles at Rice Management Company, Marble Capital, Hanover Company, and National Property Holdings. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutional clients, including sovereign wealth funds. The firm manages approximately $5.2 billion in assets, employing a multi-disciplinary investment process that integrates fundamental, technical, and macroeconomic analysis with risk management and customized portfolio solutions.

Eduardo Borberg is a financial advisor at GenTrust with 10 years of industry experience. He holds a Series 65 designation and has worked at Financorp Group International Corporation and GenTrust since 2014. Borberg serves on the Board of Directors of Financorp, a broker-dealer and FINRA member. 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 manages approximately $4.46 billion in assets with a team of about 20 advisors and employs a multi-faceted investment approach that includes discretionary and non-discretionary portfolio construction, asset allocation, and scenario-based risk management.

George Perez is a financial advisor at GenTrust with 29 years of industry experience. He has been with GenTrust since 2011 and previously worked at Old City Securities LLC from 2015 to 2021. Perez holds Series 63 and Series 65 licenses and is a principal of both GenTrust and Catenary Asset Management, LLC, where he is a passive investor. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, institutional clients, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a comprehensive investment approach that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

David Munoz is a financial advisor at GenTrust in Miami, FL, holding a Series 65 designation with five years of industry experience. He has been with GenTrust since 2013. 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 and employs a multi-faceted investment approach that includes fundamental, technical, and macroeconomic analysis combined with scenario-based risk management and valuation adjustments.

Javier Sanchez is a financial advisor at GenTrust with 11 years of industry experience. He holds a Series 65 designation and has been with GenTrust since 2016, following two years at LourdMurray. 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 manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that includes discretionary and non-discretionary portfolio construction, combining fundamental, technical, and macroeconomic analysis.

Alexander Ruiz is a financial advisor at GenTrust with 17 years of industry experience. He holds the Series 66 designation and has been with GenTrust since 2011. GenTrust provides 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 comprehensive investment process that integrates fundamental, technical, and macroeconomic analysis, focusing on asset allocation and risk management.