Suzanne Peck Joins GenTrust as President

Goldman Sachs and BlackRock Alum joins $4bln+ RIA

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 served as the Head of BlackRock’s Endowments and Foundations business for seven years after an 18-year stint at Goldman Sachs.

“We founded GenTrust in 2011 to provide institutional-quality investment advice free from the biases that plague our industry,” said GenTrust Principal and Co-Founder George Perez. “It sounds simple, but we don’t see any organizations with our combination of investment team experience and alignment of interest. Suzanne recognized immediately how distinct we are in the marketplace, and we’re thrilled to have her join us.”

“It’s an exciting time at GenTrust as we have crossed the $4 billion in assets under management mark,” said GenTrust Principal and CIO Jim Besaw. “Suzanne is the perfect person to join our firm during the next chapter of our evolution. Suzanne has a deep background in growing and managing both institutional and private wealth businesses, a hallmark of GenTrust’s strategic design.”

As President, Ms. Peck will drive the firm’s growth initiatives, overseeing the firm’s advisory professionals and the recruiting of new advisory teams. She will also drive additional growth in GenTrust’s outsourced CIO offering to other Registered Investment Advisors. This is a large and growing part of GenTrust’s business, given the sophistication and experience of the GenTrust investment team, and a natural fit for Ms. Peck as she helped build both Goldman and Blackrock’s outsourced CIO offerings.

“I’m thrilled to join the very talented GenTrust team,” said Ms. Peck. “I believe GenTrust is unique in its ability to combine institutional quality investment expertise with a breadth of family office capabilities customized to each client’s needs.”

GenTrust manages over $4bln in assets and 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.

GenTrust has offices in New York, Miami, and San Juan, Puerto Rico.

About GenTrust

GenTrust, LLC is an SEC-registered investment adviser that provides a full range of wealth and asset management services. GenTrust is independent, employee-owned, and committed to upholding the fiduciary standard by putting clients' best interests first. GenTrust manages over $4 billion in assets for ultra-high-net-worth individuals, family offices and institutions, including sub advised relationships for other registered investment advisers. For more information, visit https://gentrustwm.com/.

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