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    George Perez

    Principal, GenTrust Wealth Management

    George L. Perez is a Founding Principal and Wealth Management Advisor at GenTrust, an investment firm he co-founded in December 2011.12 With nearly three decades of experience in the financial industry, Perez is responsible for managing several of GenTrust's largest client relationships.3

    Career Background

    Before co-founding GenTrust, Perez spent 19 years at Merrill Lynch, where he held the position of First Vice President in the International Wealth Management Group.13 His experience at Merrill Lynch included:

    • Expanding the firm's reach in South Florida and internationally
    • Seven years on the Institutional Fixed Income desk, developing expertise in cash management strategies and short-term fixed income solutions

    Education and Qualifications

    • Bachelor of Arts in Economics and Latin American Studies from Rutgers University (1987-1991)1
    • Holds the Certified Investment Management Analyst (CIMA®) designation3

    Role at GenTrust

    At GenTrust, Perez is known for his magnetic personality and intolerance for pretense, which has endeared him to ultra-high-net-worth individuals and families.3 His responsibilities include:

    • Managing key client relationships
    • Directing clients' legal and tax advisors on estate planning, charitable giving, wealth transfer, and tax planning issues
    • Contributing to the firm's growth and expansion in the financial services industry

    GenTrust, under Perez's leadership, has grown to have offices in Miami, New York, and Puerto Rico, with 38 employees serving a distinct group of clients.2

    Highlights

    Jul 18 · gentrustwm.com
    Our Team - GenTrust
    Our Team - GenTrust
    Dec 1 · zitopartners.com
    GenTrust Founding Principal George Perez featured in Barron's
    GenTrust Founding Principal George Perez featured in Barron's
    Jun 6 · bloomberg.com
    GenTrust LLC - Company Profile and News - Bloomberg Markets

    Related Questions

    What are George Perez's key achievements at GenTrust?
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    What specific strategies does George Perez use in wealth management?
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    George Perez
    George Perez, photo 1
    George Perez, photo 2
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    Location

    Miami, Florida