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.

Neela Mohan Gollapudi is a financial advisor at GenTrust with 17 years of industry experience. He holds a Series 63 designation and has been with GenTrust since 2016. Outside of his advisory role, Dr. Gollapudi volunteers on the investment committee for the IIT Madras Foundation, providing guidance on investment allocation and performance review. GenTrust is an SEC-registered investment adviser that serves a concentrated client base including individuals, financial intermediaries, and institutional clients such as sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and macroeconomic analysis with an emphasis on 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.

Mimi Duff is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and having four years of industry experience. She previously worked at Kensho Technologies and has been with GenTrust since 2021. Outside her advisory role, Ms. Duff serves on the endowment investment committee of Round Hill Nursery School, providing unpaid advice on its investment allocation. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutions with approximately $5.2 billion in assets under management. The firm utilizes a multi-faceted investment process combining fundamental, technical, and macroeconomic analysis and offers wealth management, financial planning, and consulting services.