New York, United States, January 2025 – Ulises Robles has been promoted to Chief Financial Officer (CFO) at GenTrust, a leading investment advisory firm specializing in wealth management for ultra-high-net-worth individuals, families, and institutions. In his new role, Uli will oversee financial management and reporting processes while collaborating with the Executive Committee to guide strategic business decisions and drive the firm’s growth.
Ulises joined GenTrust in April 2024 as Head of Finance, where he demonstrated exceptional leadership in financial analysis and reporting, setting the stage for his new role as CFO.
Before GenTrust, he held several key positions at Nuveen Green Capital, including Associate Director of Corporate Finance, Transaction Manager, and Senior Transaction Associate, where he contributed to sustainable commercial real estate financing initiatives.
Ulises also gained invaluable experience at UBS, where he served as Associate Director, Tailored Lending, and participated in a two-year rotational analyst program within the Wealth Management division. Earlier in his career, he held internships at Republic, Marathon Oil Corporation, Deloitte, and KPMG, honing his skills in financial modeling, credit analysis, and investment strategies.
About GenTrust
GenTrust is an SEC-registered investment advisory firm dedicated to providing sophisticated solutions for ultra-high-net-worth individuals, families, and institutions. With a commitment to safeguarding and growing wealth over time, GenTrust offers tailored strategies that align with clients’ unique needs and goals.
Read Also : Entering 2025, TA Leaders’ Success Built on More than Just Hiring, Says The Josh Bersin Company
People Analytics Teams Still Struggle to Deliver Business Impact, Warns The Josh Bersin Company
ESG and Women’s Leadership: Driving Sustainability and Inclusion
Learning and Development Trends for 2025: Shaping the Future of Workplace Learning
