Suzanne Peck Joins GenTrust as President
June 18 2024 - 11:03AM
Business Wire
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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Deborah Kostroun, Zito Partners deborah@zitopartners.com +1
(201) 403-8185