GenTrust Welcomes Robert Roman as Principal Client Advisor
GenTrust Welcomes Robert Roman as Principal Client Advisor
GenTrust, a prominent multi-family office known for its investment solutions, has announced a significant addition to its team. Robert Roman has been appointed as the principal and senior client advisor, enhancing the firm’s commitment to providing exceptional service to its ultra-high-net-worth clients.
With a career spanning over 25 years, Roman brings a wealth of experience to his new role. Most recently, he excelled as the president and CEO of MGO Private Wealth, where he established strong partnerships with GenTrust over the past decade. His impressive client portfolio includes successful entrepreneurs and influential figures from the sports and entertainment sectors.
Founded in 2011 by industry veterans Jim Besaw, George Perez, and Gui Socarras, GenTrust specializes in sophisticated investment strategies tailored for a select group of ultra-high-net-worth individuals and families. Roman's addition to the team is expected to further elevate the firm’s offerings, as he embodies the entrepreneurial spirit and innovative approach in private investments that the company values.
"Robert brings extensive advisory experience and has been a key player in the wealth management arena. His long-standing relationship with our team will undoubtedly enhance our capabilities," said Perez, a principal and co-founder at GenTrust. Roman's statement reflecting on his decision to join GenTrust underscores the alignment between his values and those of the firm: "GenTrust's sophisticated investment solutions have been a perfect fit for my clients, and I am excited about the next chapter in my career with this esteemed team.”
Roman's early career was forged in large global wealth management firms, where he developed the foundations of his expertise. At the age of 31, he took a leap of faith and founded the Legacy Private Client Group, which became a launching pad for his later success. His achievements led him to the partnership with MGO, where he established MGO Private Wealth, solidifying his reputation as an independent advisor who can deliver tailored wealth management solutions.
About GenTrust
GenTrust stands out in the wealth management landscape as it provides high-quality investment solutions to ultra-high-net-worth individuals and families. The firm also offers its robust investment framework to single family offices, independent registered investment advisors (RIAs), and financial institutions. Through their CIO Partnership, institutions can leverage GenTrust’s expertise to enhance their investment offerings.
With approximately $5 billion in assets under management, GenTrust is strategically located with offices in major cities, including New York and Miami. The firm's growth since its inception in 2011 speaks to its reputation and ability to cater to a discerning client base that seeks innovation and excellence in investment management.
As GenTrust continues to expand its team and enhance its service offerings, Robert Roman's insights and experience are expected to be instrumental in shaping the future of the firm and providing unmatched value to its clients.
Frequently Asked Questions
1. Who is Robert Roman and what is his role at GenTrust?
Robert Roman is the newly appointed principal and senior client advisor at GenTrust, bringing over 25 years of wealth management experience.
2. What is GenTrust known for?
GenTrust is known for providing sophisticated, institutional-quality investment solutions to ultra-high-net-worth individuals and families.
3. When was GenTrust founded?
GenTrust was founded in 2011 by three industry veterans committed to delivering exceptional wealth management services.
4. What was Roman's experience before joining GenTrust?
Before joining GenTrust, Robert Roman was the president and CEO of MGO Private Wealth and has a rich background in large wealth management firms.
5. How does GenTrust support financial institutions?
GenTrust provides its investment capabilities through the CIO Partnership, helping institutions enhance their investment services for clients.
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