Our Team

George is a founder of GenTrust and is responsible for the management of several of GenTrust’s largest client relationships. George’s magnetic personality and intolerance for pretense have endeared him to ultra-high net worth individuals and families who have entrusted him with their wealth for almost two decades. Given the multi-national needs of many GenTrust clients, he often is called upon to direct clients’ legal and tax advisors in regard to estate planning, charitable giving, wealth transfer and tax planning issues.

Prior to co-founding GenTrust, George was a First Vice President in the International Wealth Management Group at Merrill Lynch. Within Merrill, he served as an integral force in expanding the firm’s reach within South Florida as well as internationally. George also spent seven years on the Institutional Fixed Income desk at Merrill Lynch where he developed expertise in cash management strategies and short-term fixed income solutions.

George graduated from Rutgers University with a Bachelor’s Degree in Economics and Latin American Studies, and also holds the distinction of being a Certified Investment Management Analyst.

Gui is a founder of GenTrust and manages several of GenTrust’s largest relationships in the Sports and Entertainment Industry, with a unique focus in the Latino Market.  Through his deeply personal approach, Gui has spent his entire career developing lifelong relationships with client families, spanning multiple generations while helping them navigate the various capital complexities that they tend to encounter.  Gui works closely with all members of the investment team in order to develop and oversee the effective implementation of fully customized financial plans for families.  He also leverages the services of the firm’s various independent providers to ensure GenTrust’s clients always receive reliable and exceptional service.

Prior to co-founding GenTrust, Gui worked at Merrill Lynch for over a decade under the tutelage of his father Jorge Herrera, a 40+ year financial advisor veteran and one of the pioneers of the international US-based advisory division at Merrill Lynch in Miami.  During his tenure at Merrill, Gui’s main focus was to transition the team’s Latin American high net worth families and clients from a traditional transactional-type or commission-based model to a fee-based wealth management approach to ultimately serve in the client’s best interest.  Working alongside George Perez, Gui was a driving force in expanding the team’s client market base in South Florida for over a decade.

Gui graduated from the University of Florida with a Bachelor’s Degree in Business Management.

Alexander “Alex” Ruiz is a Wealth Management Advisor responsible for working with and overseeing several of GenTrust’s key clients. He is also GenTrust’s Head of Client Reporting, combining the firm’s proprietary technology with best of class reporting software. Alex and his team embody GenTrust’s belief that a report only succeeds when it fits the needs of its audience.  In this capacity Alex collaborates daily with clients and other members of the Advisory, Investment, and Operations teams while leveraging cutting-edge capabilities of the firm’s external technology providers in order to keep GenTrust’s clients fully updated on portfolio compositions, strategies, cash flows and performance.

Prior to joining GenTrust, Alex worked at Merrill Lynch for over 6 years where he began his career in the financial services industry as a Client Service Associate within the Private Wealth Management division.  In that role he provided the full range of operational support to clients and his wealth management team alike with a strong focus on specialized liability management.  He also worked as an Investment Advisor focusing on investment due diligence and manager selection, portfolio construction, security-based lending, and financial planning.

Alex graduated from the University of Miami with a Bachelor of Business Administration in International Finance and Marketing.

As Managing Director, Senior Client Advisor, Alternative Investments at GenTrust, Brian Goldman advises ultra-high-net-worth (UHNW) individuals and families focused on wealth preservation and adding a bespoke selection of alternative investment strategies to their portfolios.  With over 30 years working in the alternative investment space, Brian's experience includes sourcing opportunities for his clients, and striving to ensure that their portfolios continuously align with their long-term goals.

Brian founded Lanx Management, LLC in 2002, with the goal of providing clients with access to attractive alternative investments. As CIO and Founder of Lanx Management, Brian's responsibilities include sourcing, evaluating and building portfolios in the alternative investment space for both family office and institutional clients. He believes that his experience in this space paired with GenTrust's institutional wealth management platform provides the necessary framework to offer his relationships a truly comprehensive solution.

Prior to founding Lanx, Brian served as a partner and managing director at C.E. Unterberg Towbin, where he co-founded the firm’s Alternative Investment Asset Management Group. He was responsible for conducting due diligence and allocating to a multitude of alternative investments for family offices, high net worth individuals and institutions.  Previously, he held senior investment consulting positions with Schroder Wertheim & Co. and Alex Brown & Sons.

Brian earned his Bachelor of Science in finance and marketing from Syracuse University. He currently serves on the board of several philanthropic and community organizations and is on the endowment investment committee of Gilman School, a college preparatory high school in Baltimore, Maryland, which he attended.

Eduardo J. Borberg Mendoza is Managing Director, Senior Wealth Advisor at GenTrust. Eduardo advises a set of global ultra-high-net worth families focused on sustaining and growing transgenerational wealth. He brings personal experience and unique knowledge to these families as they face a complex set of challenges in managing a network of trustees, legal advisors, and asset managers across geographies, custodians, and generations.

Prior to joining GenTrust, Eduardo worked at Financorp Group for 8 years, a single-family office and broker dealer. Within Financorp, he served as Director & Chief Compliance Officer and launched an equities and derivatives private fund.

Before Financorp, Eduardo started his career at Nestlé France in the Finance and Marketing department for Nestlé Beverages where he held several roles in project management for the Brands Nescafe, Nesquik and Nestea. He worked in Paris, France, between 2008 and 2012.

He is fluent in Spanish, English, and French.

Eduardo graduated from Babson College at Wellesley, Massachusetts, in Business Administration with a concentration in Economics and Entrepreneurship. He also holds a Master of Business and Administration from NYU Stern, New York with a concentration in Finance and Real Estate.

Elena brings over 14 years of experience in the financial industry serving financial institutions and high net worth families on global investments and risk management. Serving as both a wealth management advisor and a member of GenTrust’s investment team, she works with her clients in seeking to maximize their objectives while identifying and managing the risks to develop and execute an effective and efficient financial plan. Elena’s holistic approach to creating and preserving wealth includes leveraging the firm’s independent or client’s network of accountants, lawyers and advisors to ensure all aspects of their financial lives align with their goals.

Elena leads our efforts to expand the firm’s client service capabilities in Puerto Rico. Prior to joining GenTrust, Elena worked for over a decade at Goldman Sachs in various capacities. She began her career in the Fixed Income, Currencies and Commodities division in institutional sales, working both in New York and London. She covered a selection of the world's largest mutual funds, banks, corporations, insurance companies, sovereigns and supra-nationals for a broad range of fixed income products, working closely with her clients to achieve tailored investment solutions. Most recently Elena worked in Goldman’s Private Wealth Management division to manage the Fixed Income, Currency and Commodities solutions team which provides investment and risk management strategies to ultra-high net worth individuals and multi-billion family offices worldwide.

Elena graduated Summa Cum Laude with a Bachelor in Business Administration, majoring in Finance from the University of Puerto Rico. She is a Sponsors for Educational Opportunity Program class of 2000 Alumni. She is a board member of ConPRmetidos, a non-profit organization founded in 2012 in San Juan, Puerto Rico, which focuses on creating a stable, productive and self-sufficient Puerto Rico. She also serves as a board member at the MackIntoshAcademy Boulder campus, whose mission is to nurture the keen minds and compassionate hearts of the gifted child so that they contribute and leave a mark on the community and the world.

Jim works as an advisor to high net worth families and individuals, with a focus on wealth management and financial planning. Jim works to earn the lifelong trust of his clients, strongly believing that financial success is as much a function of avoiding obvious mistakes as it is about making specialized investments. He specializes in creating wealth management strategies aimed at helping clients achieve their long term financial goals and objectives. His focus is a planning based approach incorporating cash flow, retirement and estate planning concepts into a customized framework to best achieve client goals.

Prior to joining GenTrust, Jim was a First Vice President of Investments at Merrill Lynch, where he spent over ten years advising clients in the creation, implementation and ongoing management of their financial planning goals and investment objectives. Jim also spent five years on the Institutional Fixed Income desk at Merrill Lynch, working with corporate clients of the firm executing on their fixed income investment positioning.

Jim holds a Bachelor of Science Degree in Finance from Binghamton University and an MBA from Fordham University’s Graduate School of Business. He also holds the Certified Financial Planner, CFP® and the Chartered Retirement Planning Counselor, CRPC® designations.

Javier “Javi” Sanchez works as an advisor to high-net-worth individuals and families, helping them preserve and build their wealth.  Javi strives to provide his clients with an encompassing approach to income, estate, financial and investment planning, delivering optimal solutions that fit each client’s overall financial picture.

As a trusted fiduciary, Javi works with a team of experts to architect and implement highly customized solutions for successful athletes and entrepreneurs so they can focus on what is most important to them.  Javi’s consultative approach blends together wealth planning strategies and GenTrust’s sophisticated investment management to deliver solutions compatible with his client’s goals.

Javi began working in the financial services industry as a Wealth Advisor at LourdMurray in New Orleans.  Prior to LourdMurray, he spent seven years in collegiate athletics at Louisiana State University, including being on the coaching staff of the 2009 national champion LSU baseball team.  An accomplished player in his own right, Javi was the captain of the 2004 University of Notre Dame baseball team before playing professionally in the Minnesota Twins organization.

A Christopher Columbus High School Hall of Fame inductee, Javi holds a Bachelor in Business Administration from University of Notre Dame.

Mark is a member of the GenTrust investment team and is responsible for the sourcing, due diligence, and selection of alternative investment strategies including hedge fund, private equity, opportunistic and non-traditional strategies. Mark is also part of our Client Advisory team, with a focus on ultra-high-net-worth clients and families.

Prior to joining GenTrust, Mark spent 12 years as a Partner and Senior Managing Director, Portfolio Manager, for EJF Capital LLC, an alternative asset manager in Arlington, Virginia. At EJF, Mark was responsible for a wide array of cross asset class investments, specializing on the management of EJF’s high yield and event driven fixed income investments. Mark managed investments and teams across multiple funds and strategies, including EJF’s Tactical Opportunities Strategy, which focused on equities, corporates, structured products, options, and esoteric. Mark was also a founding member of the EJF Real Estate Investment Committee where he assisted in raising and deploying equity in commercial real estate development projects. Prior to EJF he worked at Fannie Mae as a mortgage-backed securities trader and financial analyst where his role included trading mortgage-backed securities and pricing complex legacy portfolios.

Mark holds a B.S. in Economics and an MBA from the Smith School of Business at The University of Maryland.

Mimi Duff is the Head of the New York Office and a Senior Client Advisor at GenTrust. Mimi’sresponsibilities include developing and serving institutions, high net worth individuals and family relationships. Prior to joining GenTrust, Mimi amassed more than 20 years of experience in the banking and finance industry, specializing in U.S. Fixed Income portfolio management, trading, research, and strategy. She began her career at Goldman Sachs in 1993 and spent 11 years in the New York and London offices in the Fixed Income, Currency and Commodities divisions. She focused on the USD rates businesses and ran several trading and syndicate desks in New York and London, following some foundational years in Research, Global Bond Indexing and Asset Allocation.

In 2004, Mimi was hired by Barclays Capital to run their Interest Rate Swaps Trading desk, where she significantly expanded their franchise footprint through expertise, execution, and trade idea generation. In 2010, Duff joined Tudor Investment Corporation as the U.S. fixed income portfolio manager and strategist within the Flow of Funds Research and Trading Group. The group covered all major macro asset classes including global fixed income, equities, FX and commodities. Since leaving Tudor, Mimi has worked as a consultant, most recently as a Fixed Income Product manager for Kensho Technologies, an artificial intelligence and machine learning company. Mimi graduated with a Bachelor of Science degree in Operations Research and Industrial Engineering from Cornell University. Mimi is also a frequent contributor to CNBC and Bloomberg news, and lives in Greenwich, CT with her husband and four daughters.

As Head of Research, Neela is responsible for managing the overall research efforts at GenTrust, including macroeconomic, investment and portfolio research.  Neela heads GenTrust’s permanent expedition force tasked with excavating academic and quantitative research that forms the bedrock of modern portfolio management.  He is also responsible for trading and portfolio management as well as developing new investment strategies.

Prior to joining GenTrust, Neela worked for over 15 years at Citigroup, Barclays Capital and Goldman Sachs combined. At Citigroup, he built and led the Interest Rate Derivatives strategy effort, focusing primarily on idea generation and hedging strategies for asset managers, bank portfolios, central banks, mortgage investors, insurance companies and hedge funds. While at Citigroup he was placed in the top 5 among Institutional Investors research rankings.

Prior to joining Citigroup, Neela traded interest rate products in both market-making and proprietary capacities, and held several interest rate strategy roles at Barclays Capital, where he also had the opportunity to work alongside our CIO, Jim Besaw. He started his career at Goldman Sachs in the electronic market making group.

Neela received a PhD in Finance from SUNY Buffalo, a graduate degree in business from the Indian Institute of Management, Calcutta, and an undergraduate degree in engineering from the Indian Institute of Technology, Madras.

Jean Carlos “JC” works as an advisor to high net worth families and individuals, with a focus on wealth management. Mr. Reynoso is responsible for the development and management of the Caribbean and Latin markets at GenTrust. JC has embraced the reality that to best serve those families he must always have a foot firmly planted in both worlds at the same time. He splits his time between the Caribbean and the US, serving as a liaison between his clients and their business managers, attorneys and accountants.

JC works closely with our investment and advisory team in providing wealth management, budgeting, and financial planning services across our athlete and entertainment division. His clients span multiple generations and multiple geographies, allowing JC the opportunity to chart a long term strategy that incorporates not only wealth management but also tax planning, inheritance and even family succession planning.

JC graduated from Barry University with a Bachelor’s Degree in Sports Management and Business Administration.

David works closely with the Miami-based advisors, providing best in class service to clients with a focus in the Sports and Entertainment division. David handles all aspects of the lifestyle management services available to our clients through GenTrust and its affiliate, GT Lifestyle Services. He focuses on coordinating and assisting with the essential demands of high net worth individuals and families. As a result, he works alongside the client’s network of service partners and serves as a liaison between the clients and their attorneys, brokers, realtors, and insurance agents in order to meet their diverse needs.

Prior to joining GenTrust, David worked at JP Morgan Chase Bank in Miami, where he was responsible on all issues pertaining to client satisfaction and customer service. He assisted clients with business and personal financial management service needs. He is dedicated to continuously delivering unparalleled service and attention to GenTrust’s clients. He is fluent in Spanish and graduated from Florida International University with a Bachelor’s Degree in Finance.

As GenTrust’s Head of Financial Planning, Krysta works to understand each client’s unique financial situation and then designs a customized plan to ensure those targets are achieved. She has a holistic approach that takes into consideration a variety of wealth management topics such as estate planning, tax strategies, philanthropic giving, risk mitigation, cash flow management, education funding, and family legacy planning.

Prior to joining GenTrust, Krysta was a Relationship Executive at Vanguard, where she spent ten years supporting clients with $25 million in investable assets.  During this time, she worked with hundreds of wealthy families and developed a deep understanding of the unique needs of ultra-high net worth investors.

Krysta graduated from Fairfield University with a Bachelor of Arts in English Literature. She obtained a Master in Business Administration from Arizona State University, W.P. Carey School of Business. She also holds the Certified Financial Planner (CFP) designation.

Jim is responsible for the oversight, selection and management of all investment-related activity across all strategies and portfolios, as well as the development of all new investment strategies and GenTrust products. Jim’s primary responsibility at GenTrust is to remain practical and analytical across all market conditions while also recognizing and assuaging the fears and anxieties of the firm’s employees and clients.

Prior to co-founding GenTrust, he worked at Element Capital (which managed a fund that was ranked 4th on Barron’s Top 100 hedge funds in 2010) as Head of Business Development. Jim was responsible for marketing, investor relations, recruiting, asset class expansion, new business development, and evaluation of private investment opportunities. He also served on the firm’s risk committee and spent extensive time discussing macroeconomic strategy, positioning and portfolio hedging with sovereign wealth funds, pensions, insurance companies, fund of funds and family offices.

Prior to Element, Jim was the Head of USD Fixed Income Options Trading at Barclays Capital where he managed a team of 12 traders across 3 times zones and dozens of products. Prior to Barclays, Jim was Head of USD Fixed Income Options Trading at J.P. Morgan Chase (JPM). At JPM, Jim and his team of 9 traders regularly traded over $10 billion dollars of interest rate swaps, options and fixed income securities on a daily basis with the world’s largest pensions, banks, mortgage companies, corporations, asset managers and hedge funds.

Jim graduated with distinction from Yale University with a Bachelor of Arts in Economics and Mathematics. Jim won the Ronald Meltzer Prize for most outstanding senior essay: Managing the Risks of Plain-Vanilla and Exotic Options. Jim Besaw is a CFA® charterholder.

Eli is responsible for the selection, oversight, management and development of alternative investment strategies including hedge fund, private equity, opportunistic and other non-traditional strategies.

Prior to joining GenTrust, he worked at Strategic Investment Group, an outsourced investment office for pension funds, foundations, and endowments with over $30 billion in assets under management.  At Strategic, Eli was a senior member of the alternatives investment team overseeing investments in hedge funds, private equity and real estate. Eli was responsible for manager identification, due diligence, performance analytics and portfolio construction for a $4 billion dollar portfolio of hedge funds. In addition, he created and managed a portfolio of opportunistic investments that fell outside of established asset classes.

Before joining Strategic Investment Group, Eli worked in Structured Credit at Lehman Brothers where he covered hedge funds and proprietary trading desks.

Eli received a JD from Harvard Law School and an MBA from Harvard Business School, where he was named a Baker Scholar, the school’s highest academic distinction. He received an AB from Harvard College, magna cum laude in Economics. He is a member of the DC advisory board for the Posse Foundation and a trustee of the Air Force Aid Society.

Hugh is responsible for the oversight and management of all fixed income and cash management investment-related activity across all strategies and portfolios. Hugh’s analytical approach to investing and his lengthy institutional experience, makes him an invaluable resource for individual and families who want fixed income that matches their customized needs.

Prior to joining GenTrust, he worked at J.P. Morgan Chase for 16 years, most recently as Managing Director of Global Rates and Municipal Proprietary Trading. In this role, Hugh led a group of proprietary traders based in New York and London who focused on identifying and exploiting macro trends in currencies and rates globally. He also managed a large portfolio of tax-exempt securities and their associated hedges successfully through the credit crises. Prior to this role, Hugh was the Head of Tax-Exempt Capital Markets and Municipal Proprietary Trading, where he managed the trading activities and risk profile of the municipal derivative and cash trading desks, including municipal cash bonds and a variety of structured products.

Hugh graduated with a Bachelor of Science degree in Electrical Engineering from Columbia University.

As Head of Research, Neela is responsible for managing the overall research efforts at GenTrust, including macroeconomic, investment and portfolio research.  Neela heads GenTrust’s permanent expedition force tasked with excavating academic and quantitative research that forms the bedrock of modern portfolio management.  He is also responsible for trading and portfolio management as well as developing new investment strategies.

Prior to joining GenTrust, Neela worked for over 15 years at Citigroup, Barclays Capital and Goldman Sachs combined. At Citigroup, he built and led the Interest Rate Derivatives strategy effort, focusing primarily on idea generation and hedging strategies for asset managers, bank portfolios, central banks, mortgage investors, insurance companies and hedge funds. While at Citigroup he was placed in the top 5 among Institutional Investors research rankings.

Prior to joining Citigroup, Neela traded interest rate products in both market-making and proprietary capacities, and held several interest rate strategy roles at Barclays Capital, where he also had the opportunity to work alongside our CIO, Jim Besaw. He started his career at Goldman Sachs in the electronic market making group.

Neela received a PhD in Finance from SUNY Buffalo, a graduate degree in business from the Indian Institute of Management, Calcutta, and an undergraduate degree in engineering from the Indian Institute of Technology, Madras.

As the Head of Trading Nathan is responsible for the management and oversight of the firm’s multi asset trading operations. Nathan works closely with the CIO and asset class heads to implement bespoke investment management solutions for our clients across all major asset classes, including exchange traded products, fixed income, futures, and derivatives. Additionally, Nathan leads the design of our proprietary trading and risk management systems and works closely with our technology team to implement new trading technologies.

Before joining GenTrust, Nathan was a global fixed income trader at Bridgewater Associates where he traded government debt and inflation indexed products in roughly a dozen different markets around the world.

Nathan holds a BS in mathematics from Northeastern University.

Mark is a member of the GenTrust investment team and is responsible for the sourcing, due diligence, and selection of alternative investment strategies including hedge fund, private equity, opportunistic and non-traditional strategies. Mark is also part of our Client Advisory team, with a focus on ultra-high-net-worth clients and families.

Prior to joining GenTrust, Mark spent 12 years as a Partner and Senior Managing Director, Portfolio Manager, for EJF Capital LLC, an alternative asset manager in Arlington, Virginia. At EJF, Mark was responsible for a wide array of cross asset class investments, specializing on the management of EJF’s high yield and event driven fixed income investments. Mark managed investments and teams across multiple funds and strategies, including EJF’s Tactical Opportunities Strategy, which focused on equities, corporates, structured products, options, and esoteric. Mark was also a founding member of the EJF Real Estate Investment Committee where he assisted in raising and deploying equity in commercial real estate development projects. Prior to EJF he worked at Fannie Mae as a mortgage-backed securities trader and financial analyst where his role included trading mortgage-backed securities and pricing complex legacy portfolios.

Mark holds a B.S. in Economics and an MBA from the Smith School of Business at The University of Maryland.

As Managing Director, Senior Client Advisor, Alternative Investments at GenTrust, Brian Goldman advises ultra-high-net-worth (UHNW) individuals and families focused on wealth preservation and adding a bespoke selection of alternative investment strategies to their portfolios.  With over 30 years working in the alternative investment space, Brian's experience includes sourcing opportunities for his clients, and striving to ensure that their portfolios continuously align with their long-term goals.

Brian founded Lanx Management, LLC in 2002, with the goal of providing clients with access to attractive alternative investments. As CIO and Founder of Lanx Management, Brian's responsibilities include sourcing, evaluating and building portfolios in the alternative investment space for both family office and institutional clients. He believes that his experience in this space paired with GenTrust's institutional wealth management platform provides the necessary framework to offer his relationships a truly comprehensive solution.

Prior to founding Lanx, Brian served as a partner and managing director at C.E. Unterberg Towbin, where he co-founded the firm’s Alternative Investment Asset Management Group. He was responsible for conducting due diligence and allocating to a multitude of alternative investments for family offices, high net worth individuals and institutions.  Previously, he held senior investment consulting positions with Schroder Wertheim & Co. and Alex Brown & Sons.

Brian earned his Bachelor of Science in finance and marketing from Syracuse University. He currently serves on the board of several philanthropic and community organizations and is on the endowment investment committee of Gilman School, a college preparatory high school in Baltimore, Maryland, which he attended.

As a member of our trading team, Erin is responsible for executing and allocating portfolio trades through various exchange traded products covering a range of asset classes including fixed income, equities, and commodities.  She also assists in the implementation of additional strategies and products including systematic trading strategies and hedging strategies.  She covers middle and back-office functions including processing allocations and monitoring settlements at our custodians.

She works closely with our technology team to design and develop technology solutions for the trading team, by contributing and collaborating on the development, testing, and enhancement of proprietary trading software, tools, and systems.

Before joining GenTrust Erin was involved in mathematics research. She researched Schur Function identities and the Yang-Baxter Equation in the UMN REU program in summer 2020. Erin continued researching this topic for her honors thesis and graduated from UC Berkeley with a BA in mathematics.

As a member of the trading team, Colin is responsible for assisting in trade execution across all major asset classes. Colin is also involved with the implementation of various investment team trading strategies.  Colin works with members of the technology team to maintain, develop and optimize solutions for the trading team. These projects range from aiding trade execution and risk management to creating new systematic trading technologies.

Before joining GenTrust, Colin earned a MS in Applied Data Science and a BS in Business Administration, both from Carnegie Mellon University.

Alexander “Alex” Ruiz is a Wealth Management Advisor responsible for working with and overseeing several of GenTrust’s key clients. He is also GenTrust’s Head of Client Reporting, combining the firm’s proprietary technology with best of class reporting software. Alex and his team embody GenTrust’s belief that a report only succeeds when it fits the needs of its audience.  In this capacity Alex collaborates daily with clients and other members of the Advisory, Investment, and Operations teams while leveraging cutting-edge capabilities of the firm’s external technology providers in order to keep GenTrust’s clients fully updated on portfolio compositions, strategies, cash flows and performance.

Prior to joining GenTrust, Alex worked at Merrill Lynch for over 6 years where he began his career in the financial services industry as a Client Service Associate within the Private Wealth Management division.  In that role he provided the full range of operational support to clients and his wealth management team alike with a strong focus on specialized liability management.  He also worked as an Investment Advisor focusing on investment due diligence and manager selection, portfolio construction, security-based lending, and financial planning.

Alex graduated from the University of Miami with a Bachelor of Business Administration in International Finance and Marketing.

As a Client Service Manager, Amanda oversees and implements processes and procedures related to our Client Service Team. She works closely with our COO and CCO in identifying gaps in our firm’s processes, including but not limited to time spent on resolving issues and identifying trends and opportunities for training and improving our client service offering. As part of the management team, Amanda handles escalations from clients and advisors, with the goal to deliver best in class service at GenTrust.

Prior to joining GenTrust, Amanda worked as a Client Service Associate for a team of Financial Advisors at Morgan Stanley responding to daily operational requests, maintaining client accounts, and preparing portfolio reports for advisor/client meetings. Amanda has a Bachelor of Arts Degree in Economics and a Minor in Marketing from the University of Miami.

As an Advisor Associate at GenTrust, Carlos works closely with our Advisors to cultivate strong, trust-driven relationships with clients. He plays a key role in coordinating between our investment and advisory teams, while also collaborating across departments to ensure the seamless execution of client requests and needs. Carlos joined GenTrust as a Senior Associate, where he supported the advisory team in all aspects of daily operations and client service. He is known for his exceptional customer service and relationship-building skills, and is dedicated to delivering outstanding service and consistently strives to exceed client expectations.

Before joining GenTrust, Carlos earned his degree in Economics from the University of Colorado – Boulder. He brings over five years of experience in the financial services industry, including his time at a Miami-based Registered Investment Advisor, where he was part of the Services and Operations Team.

Outside the office, Carlos is an avid soccer player who enjoys staying active through various sports and exploring new destinations through travel.

Gustavo "Gus" Polidor works closely with our Senior Relationship Manager and advisors in providing Concierge and Lifestyle services to clients of the firm. He also assists with the preparation of our athlete clients' budget and expense reporting. Gus works closely with our firm's third party vendors and business partners to ensure we exceed and maintain client satisfaction on services offered.

Prior to joining GenTrust, Gus was a business department intern at Entercom Communications in Boston. He graduated with a Bachelor of Liberal Arts and Science from Lesley University, majoring in Business Administration and a minor in Sports Management. He also holds an MBA in Global Finance from St. Thomas University.

As the Director of IT at GenTrust, James oversees the company's technology infrastructure to preserve an efficient and secure support for business operations. He works closely with third-party technology and software vendors to establish and maintain strong security protocols, safeguarding sensitive client and company data. Additionally, James continuously assesses and mitigates technology-related risks. He holds the ISC2 Certified Information Systems Security Professional (CISSP) certification and has nearly 30 years of experience in the Information Technology (IT) field, including over two decades in leadership and management roles.

As a Senior Associate at GenTrust, Janette provides support to our advisory and wealth management teams for all aspects of our client relationships, which include but is not limited to account opening and onboarding, processing of client disbursement requests, and resolving client inquiries. Janette takes pride in developing relationships with clients to create an exceptional client experience.

Prior to joining GenTrust, Janette worked in a software development company as an Office Manager for five years. She led all aspects of office services, including the oversight of business operations and ensuring procedures were adhered to. She was responsible for hiring and creating a team to perform all recordkeeping and operational functions as well as supervising the team.  In addition, she was accountable for maintaining company credentials up to date for auditing purposes.

Previous to working in the software development industry Janette worked as a Client Service Associate for Merrill Lynch for 6 years. At Merrill Lynch she assisted a team of Financial Advisors that serviced international and domestic clients with their day to day operational needs including: client transfers, online access, account opening and maintenance. An integral part of the role was providing superior customer service for which the office won awards for the 6 consecutive years at the firm.

As an Advisor Associate, Kristen works closely with our Advisors to build and maintain strong, trust-based relationships with clients. She serves as a liaison between our investment and advisory teams, and collaborates across our various teams while striving to ensure seamless execution of client needs. Kristen also works directly with our firm’s CFO, helping him in managing our budgets in order to ensure alignment with organizational goals and financial performance. She also assists with the development of financial forecasts and provide insights to support strategic decision-making.

Prior to joining GenTrust, Kristen worked at AllianceBernstein, where she supported large institutional clients with their Defined Contribution plans. Prior to that, she was an Operational Risk Management Associate at Sumitomo Mitsui Banking Corporation, where she monitored and mitigated various bank risks.

Kristen holds a Bachelor's degree in General Business with a Minor in Mathematics from The University of Alabama, where she was a member of the Honors College.

As the Salesforce Lead and IT Coordinator, Kaishini is responsible for the administration and development of any technical designs and projects that GenTrust may need on their Salesforce platform. She works closely with the Chief Technology Officer in responding to and resolving any internal IT issues.

Prior to GenTrust, Kaishini worked for Infosys as a Salesforce developer, completing projects with clients. She graduated from Rutgers University in 2020 with a Bachelor of Arts in Information Technology and Informatics.

As the Lead Software Engineer at GenTrust, Vipul's skills ensure high-quality software developments, ad-hoc enhancements, and efficient project management with high stake project deliveries. Vipul is a skilled software developer and data scientist with experience in a range of technologies and frameworks. He specializes in web application development, machine learning modeling, cloud computing, data management and analytics.

Prior to joining GenTrust, Vipul worked as an Application Developer at IBM Technologies while completing his Master of Science in Data Science from Columbia University. During his undergraduate studies at DIT, Vipul was the Gold Medal recipient in Computer Science & Engineering with specialization in Big data analytics.

Yira works closely with our advisory and wealth management teams providing support and ensuring all aspects of client servicing is met with the highest level of quality and professionalism. In her role, she is responsible for client onboarding, client disbursement requests and assisting with client inquiries. Yira takes pride in her work and strives to build excellent relationships with clients, team members and business partners.

Prior to joining GenTrust Yira worked at Merrill Lynch for 21 years in various roles.  Most recently she was a Wealth Management Banker supporting the international advisors in delivering credit and banking solutions to ultra-high net worth clients.  In her role, Yira would participate in client meeting to discuss liquidity and cash management as well as overall asset allocation strategies. Yira was known for strong team and relationship building. During her tenure at Merrill, Yira was elected Regional-Practice Management Advisory Council, Associate Satisfaction Champion and Guest Speaker on Best Practices Forum.