• Firm Overview

    GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.

    GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors.

Our Team

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Institutional Experience

Our in-house investment team leverages over 100+ years of combined institutional investment experience to thoughtfully navigate the complex global financial markets in order to provide each client with a sophisticated, tailor-made investment solution designed to meet their long-term financial goals.

Jim Besaw, CFA

Chief Investment Officer

Eli Cohen

Head of Alternative Investments

Hugh Nickola

Head of Fixed Income

Neela Gollapudi, PHD

Head of PM & Research

Olivier Sarfati

Head of Equities

Elena Hernández

Head of Impact Investing

Steven Rosenblum

Head of Real Assets
  • 2001
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  • 2004
  • 2005
  • 2006
  • 2007
  • 2008
  • 2009
  • 2010
  • 2011
  • 2012
  • 2013
  • 2014
  • 2015
  • 2016
  • 2017
  • 2018

Jim Besaw, CFA

Chief Investment Officer
JP Morgan
Head of Fixed Income 
Options Trading
Barclays Capital
Head of Fixed Income 
Options Trading
Element
Head of Business Dev.
GenTrust
Chief Investment Officer

Eli Cohen

Head of Alternative Investments
 
Lehman Brothers
Structured Credit
Associate
Strategic Investment
Alternatives Investment Analyst
GenTrust
Head of Alternative Investments

Hugh Nickola

Head of Fixed Income
JP Morgan
Managing Director
Proprietary Trading, Derivatives Trading, and Manager of Tax-Exempt Capital Markets
 
GenTrust
Head of Fixed Income

Neela Gollapudi, PHD

Head of PM & Research
Goldman Sachs
Quant. Strategist
Barclays
Head of Agency Strategy
Callable Trader
Citi
Head of Interest Rate Derivative Strategy
GenTrust
Head of Portfolio Mgmt. & Research

Olivier Sarfati

Head of Equities
Citi
Director
Equity Derivatives Strategy
Barclays Capital
Head of Credit
Options Trading
Citi
Managing Director
Head of Equity Trading Strategies
GenTrust
Head of Equities

Elena Hernández

Head of Impact Investing
Goldman Sachs
Fixed Income Sales
Goldman Sachs
Emerging Market Sales
 
Goldman Sachs
Market Solutions Group
GenTrust
Head of Impact Inv.

Steven Rosenblum

Head of Real Assets
 
Goldman Sachs
Managing Director 
Fixed Income Trading
Element Capital Management
Managing Director
Portfolio Management
 
GenTrust
Head of Real Assets

Philosophy

  • All too often investors make investment decisions on a case by case basis and wind up with an unbalanced, high fee, opaque pool of investments. Our approach, driven by proprietary research and supported by academic studies, is to focus on the asset allocation of a low cost, diversified and tax efficient portfolio. We do this by creating a customized asset allocation benchmark, documented in an Investment Policy Statement (IPS) and customized to the client. This guides our allocation and holds us accountable, allowing the client to evaluate performance relative to their agreed upon goals and risk level.

    From there markets fluctuate, clients’ needs evolve and both the benchmarks and the investment mixtures must adapt. GenTrust leverages its proprietary systems that use artificial intelligence to harness the firm’s experience and principles and use them to scour each client’s managed portfolio in real time for potential upgrades.

  • Every battle is won before
    it's ever fought."
    — Sun-Tzu

Key Principles

Privacy Policy

Consent.This Privacy Policy is provided to tell you about our company’s policy regarding the collection, use, and disclosure of personal data provided via our website (the “Site”). The Site is governed solely by applicable Federal and State laws and governmental regulations in the United States. The use of the Site constitutes your consent to application of such laws and regulations and this Privacy Policy. Please review it carefully before submitting any personal data. All capitalized terms not defined in this Privacy Policy shall have the meaning assigned to them in the Terms of Use.

We reserve the right to amend this Privacy Policy at any time and from time to time. You should check this Privacy Policy each time you use the Site to determine if any changes have been made. If you use the Site after the amended Privacy Policy has been posted, you will be deemed to have agreed to the amended Privacy Policy.

Passive Information Collection. As you navigate through the Site, certain personally non-identifiable information can be passively collected (that is, gathered without you actively providing the information) using various technologies and means, such as Internet Protocol addresses, cookies and navigational data collection. The Site only uses Internet Protocol (IP) addresses. An IP Address is a number assigned to your computer by your Internet service provider so you can access the Internet and is generally considered to be non-personally identifiable information, because in most cases an IP address is dynamic (changing each time you connect to the Internet), rather than static (unique to a particular user’s computer). We use your IP address to diagnose problems with our server, report aggregate information, determine the fastest route for your computer to use in connecting to the Site, and administer and improve the Site.

Similarly, we may use Google Analytics to help us track and analyze usage of our Content, using cookies, pixels and other tracking technologies.

A browser’s help menu or other browser instructions explains how to reduce the number of cookies received from us, or to delete cookies that have already been installed. A Site user that disables or opts out of receiving cookies should be aware that some features and services that we provide through the Site may not work properly because we may not be able to recognize and associate you with your preferences/activity. End Users can also learn more about cookies by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser.

Information You Provide to Us

When you access content on this Site, we may collect Personal Information (information that could reasonably be used to contact or to identify you) such as name, e-mail address, telephone number, mobile phone number, and mailing address that you provide to us through the “Contact Us” page.

Use and Disclosure of Information. We may use the information that we collect to improve the Site, to communicate information to you (if you have requested it), and for the purposes specified in this Privacy Policy. We may disclose the information that we collect to our affiliated entities that agree to treat it in accordance with this Privacy Policy, and to third parties, such as contractors we use to support our business (e.g., fulfillment services, technical support, content marketing vendors, delivery services, and financial institutions) in connection with the sale, assignment, or other transfer of the business of the Site to which the information relates, in which case we will require any such buyer to agree to treat it in accordance with this Privacy Policy; or where required by applicable laws, court orders, or government regulations or in the good faith belief that such action is necessary to (a) comply with a legal obligation, (b) protect and defend any of our rights or property, (c) act in urgent circumstances to protect the personal safety of users of the Site or the public, or (d) protect against legal liability.

Links to Other Web Sites. This Site may contain links or references to other sites that we do not own or operate. We do not control, recommend or endorse and are not responsible for these sites or their content, products, services, advertisements or privacy policies or practices. These other web sites may send their own cookies to your device, independently collect data, or solicit personal information and may or may not have their own published privacy policies. Please be aware that we do not control other web sites and that, in any case, this Privacy Policy does not apply to those web sites. We encourage you to read the privacy policy of every web site you visit.

Choice and Access

You may direct us not to share personal Information with third parties, not send you information, not to send you newsletters, e-mails or other communications, or verify, correct, or update personal information by sending us an e-mail or contacting us by mail at the address set forth below.

How to Contact Us.

If you have any questions, comments, or concerns about this Privacy Policy or the information practices of the Site, please contact us as follows:

GenTrust, LLC
1450 Brickell Avenue, Suite 3050
info@gentrustwm.com
Tel: 305-677-6699 Fax: 305-677-6699

Privacy Notice