Gen Trust Appoints Suzanne Peck As President

Jun 18, 2024•about 1 year ago

Position

President

Company

GenTrust

Suzanne Peck

MiamiAngel InvestmentFinanceFinancial Services

Description

Suzanne Peck, a financial industry veteran with more than 25 years of experience on Wall Street, has joined GenTrust as its first President. In her new role, Ms. Peck will drive the firm’s growth initiatives, overseeing the firm’s advisory professionals and the recruiting of new advisory teams.

Company Information

Company

GenTrust

Location

Miami, Florida, United States

About

GenTrust, LLC is an SEC-registered investment adviser that provides a full range of wealth and asset management services. GenTrust is independent, employee-owned, and committed to upholding the fiduciary standard by putting clients' best interests first. GenTrust manages over $4 billion in assets for ultra-high-net-worth individuals, family offices and institutions, including sub advised relationships for other registered investment advisers.

Executive Insights

Based on hiring data

New executive impact window

87% of new executives make significant technology decisions within first 100 days

Budget influence

C-level executives control 73% of technology spending decisions

Transformation catalyst

65% of new senior hires launch digital transformation initiatives

Vendor review timeline

New executives typically review existing vendors within 6 months

Related People

Suzanne hidden