Robert Roman Joins GenTrust as Senior Client Advisor, Boosting Advisory Excellence

Robert Roman Joins GenTrust

In a significant move for both the advisory world and GenTrust, the firm recently announced the appointment of Robert Roman as a principal and senior client advisor. GenTrust, recognized for its robust multi-family office services, manages approximately $5 billion in assets, and Roman’s extensive experience is expected to further enhance their offerings.

A Proven Track Record of Excellence

Robert Roman comes with a wealth of experience, having spent over 25 years in advisory roles. Before joining GenTrust, he served as the president and CEO of MGO Private Wealth, where he had established a remarkable partnership with GenTrust during the last decade. His client roster isn't just impressive; it includes a variety of successful entrepreneurs and icons from the sports and entertainment fields.

“I’ve known George, Jim, and the GenTrust team for half of my professional career,” Roman stated. “GenTrust's sophisticated investment solutions have been a perfect fit for my clients, and I am excited to be joining for this next chapter in my career.” This enthusiasm echoes throughout the firm, with co-founder George Perez praising Roman’s entrepreneurial spirit and fresh perspectives on private investments.

What GenTrust Offers

GenTrust has distinguished itself as an investment-focused multi-family office, offering tailored, institutional-quality solutions aimed at ultra-high-net-worth individuals and family offices. Founded in 2011 by financial veterans Jim Besaw, George Perez, and Gui Socarras, the firm prides itself on its personalized service and high-quality investment strategies. As they continue to expand their senior advisor team, the emphasis remains on delivering sophisticated services to meet the complex needs of their clientele.

Roman’s Unique Experience

In addition to his role at MGO, Roman launched the Legacy Private Client Group when he was just 31 years old, laying the foundation for his successful career. An expert in wealth management, Roman’s insights and strategies are invaluable assets that will undoubtedly benefit GenTrust’s clients.

Looking Ahead

With Robert Roman on board, GenTrust is positioning itself to further appeal to high-net-worth individuals and family offices that require sophisticated investment solutions. The firm extends its capabilities not only to individual clients but also to single-family offices, independent registered investment advisors (RIAs), and other financial institutions aiming to enhance their offerings through what they term the GenTrust CIO Partnership.

As the financial landscape evolves, GenTrust’s intent is clear: to continue delivering excellence in investment advisory services, keeping the complex needs of ultra-high-net-worth individuals as the focal point of their operations. With a committed team and a seasoned professional like Robert Roman, the firm is well-equipped to tackle future challenges in the wealth management arena.

For more information about GenTrust and its services, visit GenTrust's website.