GenSpring

GenSpring offers a unique service model that enables us to provide comprehensive personal advice and service through Their exclusive family offices backed by the scale of a shared Resource Center. GenSpring has created a community of wealth management professionals who share similar values and together put unprecedented control, power, knowledge and opportunity squarely on a family's side of the table.
PB

Paul Blatz

MD and Senior Family Investment Officer

Jim Brennan

MD

EB

Evan Byers

Family Investment Associate

DJ

Dawal Jr., C.F.A., CFA, Ernest Nicholas

CIO

CF

Christopher Facka

MD

David Herritt

MD and Director, Governance

KT

Kenneth T. Millar

Private Equity Partner

DN

David Neubert

MD

MT

Mark Theriault

SVP

Christopher Trokey

MD

RU

Ravi Ugale

Director of Private Equity

CW

Chris Walters

MD

MW

Marsha Witt

MD of Miami office