GenTrust Appoints Suzanne Peck as First President

Key Highlights:

  • Suzanne Peck joins GenTrust as the first President.

  • Over 25 years of Wall Street experience.

  • Previously Head of Investments for Private Wealth at Neuberger Berman.

  • GenTrust now manages over $4 billion in assets.

Source (Business Wire)

Notable Quotes

“We founded GenTrust in 2011 to provide institutional-quality investment advice free from the biases that plague our industry. 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.”

George Perez, Principal and Co-Founder at GenTrust

“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.”

Jim Besaw, Principal and CIO at GenTrust

“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.”

Suzanne Peck, President at GenTrust

Our Take:

The appointment of Suzanne Peck as GenTrust's first President marks a significant strategic move for the firm. With her extensive experience in leading investment advisory businesses at top-tier financial institutions, Peck is well-positioned to spearhead GenTrust’s growth initiatives. This move also underscores GenTrust’s commitment to expanding its outsourced CIO offerings, a sector where Peck has a proven track record. As GenTrust continues to manage over $4 billion in assets, her leadership is expected to further strengthen the firm’s market position and enhance its service offerings to high-net-worth, family office, and institutional clients.