GenTrust
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1450 Brickell Ave Ste 3050, Miami, Flori...Phone Number
(305) 677-6688Website
www.gentrustwm.comRevenue
$19.6 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
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About GenTrust
GenTrust, LLC is an SEC-registered investment advisor1 that provides a full range of wealth and asset management services. GenTrust is independent, 100% management-owned, and committed to upholding the fiduciary standard by putting clients' best interests first.Explore more
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GenTrust News & Media
Suzanne Peck Joins GenTrust as President
NEW YORK & MIAMI--(BUSINESS WIRE)--GenTrust today announced that Suzanne Peck, a financial industry veteran with more than 25 years of experience on Wall Street, has joined the firm as its first President. Ms. Peck has spent the past 15 years building and leading investment advisory businesses, driving strategy and revenue growth across high-net-worth, family office and institutional clients. She was most recently the Head of Investments for Private Wealth at Neuberger Berman. She previously seMiami RIA GenTrust Sells Minority Stake to Kudu Investment - Barron's
GenTrust says the capital infusion will help it grow organically and inorganically.Kudu takes minority stake in investment advisor GenTrust
Seward & Kissel LLP served as legal adviser to GenTrust and Kudu.GenTrust Adds Kudu Investment Management as Strategic Investor
NEW YORK and MIAMI, July 28, 2022 /PRNewswire/ -- GenTrust, LLC (GenTrust), an employee-owned SEC-registered investment adviser, and Kudu Investment Management, LLC (Kudu), a provider of permanent capital solutions to independent asset and wealth managers, today announced that Kudu has...
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GenTrust, LLC is an SEC-registered investment advisor1 that provides a full range of wealth and asset management services. GenTrust is independent, 100% management-owned, and committed to upholding the fiduciary standard by putting clients' best interests first.... Read More
