The new office, which is located in the El Caribe office building, will be led by Elena Hernández, Principal of GenTrust Puerto Rico and wealth advisor.
Miami-based registered investment advisory firm GenTrust will open an office in San Juan, to carry out its fiduciary duty to its clients, company officials announced.
According to a report published by CityWire, GenTrust handles some $400 million in assets for clients based in Puerto Rico.
“Our team has more than two decades of experience servicing Puerto Rican institutions and clients,” said George Pérez, founding principal of GenTrust.
“It was natural for us to open an office in Puerto Rico given our thorough understanding of the economic and developmental needs of the region,” he said.
“We’re focused on being fiduciaries to our clients, a responsibility that we believe has been long overdue in the Island’s investment community. We’re thrilled about expanding beyond our New York and Miami offices,” Pérez said.
GenTrust will hire financial advisors as well as support staff to service clients from the island.
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