We believe the best financial advice stems from collaborative planning, where our team’s expertise and a network of trusted professionals work together to align with your long-term goals.
EXPERTISE
Leveraging Knowledge Across Industries for Personalized Financial Strategies
Our team is a unique blend of experienced professionals from diverse backgrounds, each contributing specialized expertise across finance, real estate, tax, estate planning, and more.
We draw on decades of experience in institutional equities, hedge funds, and wealth management to craft bespoke strategies tailored to your financial future. We believe in continuous learning, ensuring that we stay at the forefront of industry trends and bring you the most innovative solutions available.
A 5-Person Roster on Your Personal Team
We know that no two financial journeys are the same – that’s why our team offers a broad range of expertise. Your personal advisory team is built around your unique needs, ensuring you have the right specialists to support your financial success.
Andrew Murphy
Experience: With 30 years in banking, finance, and investment management, Andrew specializes in high-level planning, lending, alternative investments, and single stock diversification for wealthy families and executives.
Strengths: Personalized wealth management, strategic financial planning, relationship-driven approach.
What He Brings: A deep understanding of your needs and aspirations, offering a tailored approach to managing your wealth with a focus on long-term success.
Clifford Wang
Experience: Clifford has nearly 25 years of experience in capital markets and wealth management. He serves as a hands-on partner, managing investments, money movements, and household financial needs.
Strengths: Operational efficiency, organizational structure, effective communication.
What He Brings: A highly structured approach to managing complex financial situations, ensuring seamless execution of your financial plans.
Jeff Buice
Experience: With 20 years of financial services experience and a background in real estate and consulting, Jeff specializes in wealth planning and asset management.
Strengths: Comprehensive wealth planning, alternative investments (real estate, private equity), holistic approach.
What He Brings: A well-rounded perspective that extends beyond traditional wealth management, integrating diverse asset classes for optimal financial growth.
Larry Cummings
Experience: Larry has over 30 years of experience in the capital markets and wealth management with senior roles at Lehman Brothers/ Barclays and the Royal Bank of Canada.
Strengths: Institutional experience across capital markets. Deep knowledge around tax and estate planning.
What He Brings: Expertise in helping clients understand the value of a company or asset; Bringing an institutional perspective to asset management.
Matthew Chua
Experience: Matthew brings 25 years of expertise in financial markets, with a history of managing multi-billion-dollar portfolios and advising fintech startups and hedge funds.
Strengths: Market innovation, structured finance, crisis management.
What He Brings: A unique perspective on managing investments through market volatility, offering strategic insights to optimize portfolios and navigate financial crises.
The GENCapital Client Experience
Collaborative Advisory
We believe the best advice comes from a collaborative approach.
We act as a quarterback among your trusted advisors like CPAs, attorneys, and specialists so all aspects of your financial strategy align, creating a unified plan for your success.
Expert Integration
Your team is built around your needs.
We leverage our team’s diverse expertise to create a well-rounded, adaptable strategy that evolves with your financial journey.
Trusted Network
Access to our institutional network of analysts and investors.
We have built a network of institutional investors combined with a partnership of advisors from M&A to legal and to tax.
Ongoing Support & Communication
Clear communication, tailored to your preferences.
From day one, we align on communication preferences and adapt strategies as your goals evolve, ensuring long-term success and financial peace.
Our Approach to Innovative Investment Strategies
Academic Expertise
Leveraging advanced research and academic institutional insights to develop time-tested, data-driven strategies.
Rigorous Process
A disciplined approach to portfolio management, ensuring optimal risk-adjusted returns.
Customized Solutions
Tailored strategies based on individual goals and preferences.
Forward-Looking Insight
Constantly adapting strategies to anticipate market trends and shifts.