GenTrust, an investment-focused multi-family office with approximately $5 billion in assets under management (AUM), has announced that Robert Roman has been named principal, senior client adviser.
Roman most recently served as president and CEO of MGO Private Wealth, where he has partnered with GenTrust for more than a decade. Roman's clients include several successful entrepreneurs, as well as luminaries in the sports and entertainment industries.
GenTrust provides sophisticated, institutional-quality solutions to a select group of ultra-high-net-worth individuals and family offices. The firm was founded in 2011 by financial industry veterans Jim Besaw, George Perez and Gui Socarras.
“Robert brings to GenTrust 25 years of advisory experience, an entrepreneurial spirit, and a fresh approach to private investments, which is complementary to our offerings,” said Perez, principal and co-founder of GenTrust.
Roman spent his early career working at two lar
