Gene Sulzberger
Profile
Mr. Gene Sulzberger is Senior VP & Client Relationship Officer at PRS International Investment Advisory Services, Inc. He has extensive experience in trust and investment management business.
He started his trust and investment management career in 1991.
Previously, he worked in senior levels at BNY Mellon Wealth Management and at SunTrust Bank.
He practiced law in Miami focusing his practice on estate planning and trust and probate administration.
He has served on the boards of the Mount Sinai Medical Center Foundation, the Vizcayans, and the University of Miami’s Estate and Gift Planning Council.
He also sits on advisory boards of the Miami Children’s Hospital Foundation and the Wharton Club of South Florida.
He is also a member of the Estate Planning Council of Greater Miami and is a member of the Professional Advisory Councils for Dade Community Foundation, Greater Miami Jewish Federation and the Community Foundation of Broward.
He was also honored in 2007 by Ronald McDonald House with the Twelve Good Men award for outstanding community leadership in Miami.
Mr. Sulzberger is a graduate of The Wharton School at the University of Pennsylvania with his bachelor’s degree in economics and finance.
He also has his juris doctor (J.D.), cum laude, from the University of Miami School of Law.
He is a member of the Florida Bar and a registered trust and estate practitioner (TEP) as designated by the Society of Trust and Estate Practitioners.
He holds the CERTIFIED FINANCIAL PLANNER designation and is an Investment Adviser Representative.
Former positions of Gene Sulzberger
| Companies | Position | End |
|---|---|---|
| SUNTRUST BANKS | Corporate Officer/Principal | - |
EFG Capital Advisors, Inc.
 EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors, Inc. is an investment advisor located in Miami, Florida. The firm was formerly known as PRS International Investment Advisory Services, Inc. EFG Capital Advisors is registered with the SEC as an investment advisor. They are also registered with Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and a Commodity Pool Operator (CPO). The firm is a member of the National Futures Association. EFG Capital Advisors was incorporated in 1988 and is owned by EFG Investment Services Inc. (EFGIS), which was established in 1981. EFGIS is a wholly-owned subsidiary of a publicly traded company, EFG International, a Swiss private banking and investment management firm. EFG Capital Advisors also does business under the names PRS Group and PRS Investment Advisory. EFG Capital Advisors provides discretionary and non-discretionary investment management services to individuals and families, high net worth individuals, families, banking institutions, corporations, corporate pension and profit-sharing plans, private investment companies and funds, trusts, estates charitable organizations, and other U.S. and international companies. | Director of Research - Equity | - |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Corporate Officer/Principal | - |
Mount Sinai Medical Center Foundation, Inc.
 Mount Sinai Medical Center Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Mount Sinai Medical Center Foundation was founded in 1949 by a group of philanthropists who sought to establish a place where Jewish physicians could freely practice medicine and all persons regardless of ''race, creed or color'' could receive high quality medical care. The organization remains a not-for-profit organization providing vital health care services. The organization also raises funds to support Mount Sinai Medical Center, an acute care teaching and research facility. The organization is headquartered in Miami Beach, FL. | Director/Board Member | - |
Training of Gene Sulzberger
| University of Pennsylvania | Undergraduate Degree |
| University of Miami | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Mount Sinai Medical Center Foundation, Inc.
Mount Sinai Medical Center Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Mount Sinai Medical Center Foundation was founded in 1949 by a group of philanthropists who sought to establish a place where Jewish physicians could freely practice medicine and all persons regardless of ''race, creed or color'' could receive high quality medical care. The organization remains a not-for-profit organization providing vital health care services. The organization also raises funds to support Mount Sinai Medical Center, an acute care teaching and research facility. The organization is headquartered in Miami Beach, FL. | Commercial Services |
EFG Capital Advisors, Inc.
EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors, Inc. is an investment advisor located in Miami, Florida. The firm was formerly known as PRS International Investment Advisory Services, Inc. EFG Capital Advisors is registered with the SEC as an investment advisor. They are also registered with Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and a Commodity Pool Operator (CPO). The firm is a member of the National Futures Association. EFG Capital Advisors was incorporated in 1988 and is owned by EFG Investment Services Inc. (EFGIS), which was established in 1981. EFGIS is a wholly-owned subsidiary of a publicly traded company, EFG International, a Swiss private banking and investment management firm. EFG Capital Advisors also does business under the names PRS Group and PRS Investment Advisory. EFG Capital Advisors provides discretionary and non-discretionary investment management services to individuals and families, high net worth individuals, families, banking institutions, corporations, corporate pension and profit-sharing plans, private investment companies and funds, trusts, estates charitable organizations, and other U.S. and international companies. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
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