GenSpring Family Offices announced that it has moved to new offices in mid-town Manhattan. The company announced a New York team includes:
Maria Elena Lagomasino, CEO of GenSpring Family Offices. Ms. Lagomasino was most recently chairman and chief executive officer of JP Morgan Private Bank.
Michael Zeuneris chief strategy & client experience officer, responsible for managing GenSpring’s network of family offices. In addition, he has executive team leadership responsibility for strategic planning and marketing. Prior to GenSpring, Mr. Zeuner was managing director and global head of wealth solutions at JP Morgan Private Bank.
Michael Holdenis chief operating officer of GenSpring. He was most recently chief operating officer of JP Morgan Private Bank.
William P. Barbeosch, an attorney with more than twenty years experience in trust and estate and wealth management issues, serves as GenSpring’s chief fiduciary officer. Prior to joining GenSpring, Mr. Barbeosch was managing director and chief fiduciary officer of Citigroup Trust and head of the fiduciary solutions group.
Jennifer Wagner,CFA, joined GenSpring from Russell Investments. Ms. Wagner serves as a family investment officer.
Chris Trokey, CAIA, CFA, relocated to New York from GenSpring’s Atlanta office, where he continues to serve as a family investment officer. Before joining GenSpring, he was vice president of Capital Private Wealth Management and served in the private wealth management division of Goldman, Sachs & Co.
Dan O’Brien, CPA, has twenty years of family office experience across all areas of high-net-worth wealth management, including wealth transfer, philanthropy, investment management and next generation education. Previously a director of Merrill Lynch family office services and before that a controller of a private family office in New York City, Mr. O’Brien serves as a family wealth advisor.
Joe Rotella, an attorney, has more than 25 years of family wealth management experience. Prior to joining GenSpring, he was a director of the Merrill Lynch family office services group. Mr. Rotella serves as a family wealth advisor. He manages GenSpring’s proprietary hedge fund and is responsible for customizing hedge fund exposure for clients.-Business Wire