GenTrust

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.

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.

Roberto Roman is a financial advisor at GenTrust with 20 years of industry experience and holds a Series 66 designation. He has been with GenTrust since 2025 and also works with Legacy PCG, LLC. Outside of advisory work, he is involved with Hartbeat Ventures, where he focuses on investing in pre-IPO and late-stage companies across the tech, consumer, and sports sectors, co-investing alongside venture capital funds. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for individuals, financial intermediaries, and institutions. The firm combines fundamental, technical, and macroeconomic analysis with asset allocation strategies and provides a range of services including wealth management, financial planning, and concierge services, serving a relatively concentrated and institutional-tilted client base.

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.

Casey Blout is a financial advisor at GenTrust LLC with three years of industry experience. He holds a Series 65 credential and has worked at GenTrust since 2025 and Legacy PCG, LLC since 2022. Prior to his advisory roles, he spent eleven years in education. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutions, including sovereign wealth funds. The firm manages approximately $5.2 billion in assets and employs a proprietary approach combining fundamental, technical, and macroeconomic analysis with asset-allocation and risk management strategies.

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.

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.

Eli Cohen is a financial advisor at GenTrust with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with GenTrust Wealth Management since 2012 and Old City Securities LLC since 2015. Cohen is a principal and head of alternative investments at GenTrust and Catenary Asset Management, registered investment advisers with shared ownership. GenTrust is an SEC-registered investment adviser serving high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutions. The firm manages approximately $5.2 billion in assets, employing a multifaceted investment approach that includes fundamental, technical, and macroeconomic analysis integrated with risk management and asset allocation strategies.

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.

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.