GenTrust

Mark Neely, our Director of Alternatives and Senior Client Advisor, joined The NYPEN Real Estate and Juniper Square panel which discussed The Rise of Private Wealth and Impact on Investment Managers. This event brought together a wide range of investment professionals, including some General Partners in the commercial real estate space.    Mark spoke to the rapidly changing private wealth ecosystem, which has evolved significantly over the past few years. Mark’s input on ways to access the private wealth space for alternative managers and the increasing demand for alternative investments in the private wealth space was informative and reflective of how we view alternative investments as a part of client portfolios here at GenTrust. Mark discussed platforms, internal private markets experts, and commingled feeder funds as ways investment advisory firms access private markets. He also mentioned the core principles GenTrust uses when selecting private investments – differentiated exposure, importance of manager selection, and a focus on efficient after-tax returns.

We are pleased to extend our congratulations to Janette Rodriguez on reaching her 5th anniversary with GenTrust. As a tenured Senior Client Associate, Janette has consistently demonstrated her dedication by working closely with our founding partners in delivering outstanding service to our clients. Her commitment, experience, and genuine persona make her an invaluable asset to our team and the clients we serve. Janette, we appreciate all the ways you contribute to our success. Congratulations on this milestone anniversary! Here’s to many more years of growth and accomplishments together.

We are grateful to be recognized in the Forbes Top RIA Firms ranking list once again. A big thank you to our employees, partners, and of course, our clients, for making all of this possible.  The full list can be viewed here: https://lnkd.in/etB7rHKV Disclosures: The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Neither GenTrust nor its employees pay a fee to Forbes in exchange for inclusion in the Forbes Top RIA list.

Thank you to Savanna for the hospitality and our partners at Kudu Investment Management, LLC. for hosting a great event. It is always nice to learn from and share the latest technology insights with other firms within our industry.

Our Principal of GenTrust Puerto Rico, Elena Hernández, was on Bloomberg TV: The Close last Friday where she discussed the current state of the equity and fixed income markets following the most recent reports, analysis on past easing cycles and what investors should consider in the coming months.  Watch her spot here: https://lnkd.in/eA_wH3CZ

Our Mimi Duff says that all eyes are on the Fed this week and how their messaging will come across to the markets and the economy on CNBC Worldwide Exchange. Watch now: https://lnkd.in/gg_mJcvg

Managing Director Mimi Duff kicked off The Close on Bloomberg yesterday to discuss what she’s seeing the markets and says, “the bigger picture is going to be dominated by the economic cycle and not a few companies.” Watch now for the rest of her insight: https://lnkd.in/eGaD8DDE

Our Mimi Duff joins CNBC this morning on “Worldwide Exchange” to share insight on why being overweight bonds makes sense in this market scenario. She also shares her take on equities and the sectors that have opportunities. Watch now: https://lnkd.in/eTCu6_ec  

We want to congratulate Gus Polidor Jr on his 7-year anniversary with GenTrust. Gus began his career with us as an intern and through the years has become an important part of our team. He is an example of a great team player who is always willing to help colleagues and clients with whatever comes his way. He works closely with our Miami-based advisors with the goal of providing the best possible service to our clients. Thank you for always being you!

We're proud to be recognized among America's 'Top RIA Firms' in Financial Advisor Magazine. Check out the full list here! https://lnkd.in/eX-g3kNA Disclosure: Financial Advisor Magazine compiles their annual list of America's Top RIAs based on assets under management (AUM) at independent RIA firms. This ranking includes firms with AUM exceeding $1 billion as of December 31, 2023, for the print edition of Financial Advisor magazine's 2024 RIA survey. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Neither GenTrust nor its employees pay a fee to enter or receive a fee in exchange for rankings.