Gentrust

Jean Carlos Reynoso is a financial advisor at GenTrust with eight years of industry experience. He holds a Series 65 designation and has been with GenTrust since 2013. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to both 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-team approach to constructing tailored portfolios using a variety of investment strategies and rigorous risk management techniques.

Carlos Gonzalez is a Series 65-registered financial advisor with Gentrust in Miami, FL, where he has worked since 2023. He has three years of industry experience, including prior roles at Sunrun and MAXIMAI Investment Partners LLC. 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 incorporates fundamental, technical, and macroeconomic analysis.

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 Legacy PCG, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at MGO Wealth Advisors, LLC and Legacy Private Client Group, Inc. Outside of his advisory role, Roman is involved with Hartbeat Ventures, where he invests in pre-IPO and late-stage companies, focusing on opportunities in the tech, consumer, and sports sectors. Legacy PCG serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, retirement-plan consulting, and investment management services using a combination of fundamental and technical analysis, emphasizing asset allocation and due diligence on independent managers.

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 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.

Diana Gazzola is a financial advisor at GenTrust with six years of industry experience. She holds the Series 66 designation and has worked at firms including UBS Financial Services Inc. and Insigneo International Financial Services. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients. The firm manages approximately $4.46 billion in regulatory assets and serves around 280 clients through a team of 20 advisors, using a multi-disciplinary investment approach that includes discretionary and non-discretionary portfolio construction and an emphasis on risk management and asset allocation.

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.

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.