4 Greenwich Office Park
Suite 201,
Greenwich, CT 06831-5115
I am a Senior Vice President for Truist Wealth and oversee relationships with onshore and offshore client families, as well as play an active role in the firm’s marketing and public relations efforts.
Following business school, I briefly worked on Wall Street as a management consultant. I joined Pantasote, a vertically integrated vinyl plastic manufacturing company, in 1974 before transitioning to my wife’s family office in 1984. In 2003, I became a part of GenSpring when Eagle Capital International, the family office of which I was president, merged its operations with GenSpring’s predecessor company in Greenwich, CT.
I was born in Caracas, Venezuela, and earned a B.A. from Amherst College; two degrees from the Massachusetts Institute of Technology (MIT), a B.S. in chemical engineering and an M.S. in chemical engineering; and an M.S. from the MIT Sloan School of Management. My interests include classical music (I play the piano), theater, global travel, cooking, and tennis.
I have served on the boards of a number of philanthropic, educational, and business organizations, including the Bruce Museum in Greenwich, MIT Corporation Visiting Committee, Council for the Arts at MIT, Cathay Investment Fund, EII Realty Securities Trust, and Northern Trust Multi Advisor Fund. I was also a board member of the Greenwich Reformed Synagogue.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
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