The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are GenTrust Senior Client Advisor Mimi Duff, Zocdoc Founder & CEO Dr. Oliver Kharraz, Accenture Global Consumer Goods, Retail & Trail Lead Kathryn Gramling, JPMorgan Asset Management Global Head of Real Estate Chad Tredway, Envestnet Chief Investment Officer Dana D’Auria, Morgan Stanley Investment Management Managing Director Andrew Szczurowski, JOOPITER Global Head of Sales Caitlin Donavon, & Nectar Co-Founder & CEO Misbah Uraizee & Co-Founder & CTO Farah Urainzee.

Discover VIRA, the new AI-native wealth management platform by Verapath and GenTrust that revolutionizes the advisor-client experience and operational efficiency.

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Principal Asset Management CEO & President Kamal Bhatia, Tether Co-Founder Bill Quigley, Goldman Sachs Research US Software Equity Research Analyst Gabriela Borges, Bilt CEO Ankur Jain & Equinox Group Executive Chairman Harvey Spevak, GenTrust Head of NY Office, Senior Client Advisor Mimi Duff, Apollo Chief Economist Torsten Slok, Hartree Partners Senior Advisor Ed Morse, Columbia Threadneedle Investments Portfolio Manager Ed Al-Hussainy, & Canada Chamber of Commerce Principal Economist Andrew DiCapua.

GenTrust LLC lowered its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.5% during the 1st quarter, HoldingsChannel reports. The fund owned 41,321 shares of the e-commerce giant’s stock after selling 627 shares during the period. GenTrust LLC’s holdings in Amazon.com were worth $7,862,000 as of its most recent SEC filing. Other hedge funds have […]

GenTrust LLC reduced its position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 5.2% in the 1st quarter, Holdings Channel.com reports. The firm owned 38,577 shares of the company’s stock after selling 2,115 shares during the period. GenTrust LLC’s holdings in iShares 3-7 Year Treasury Bond ETF were worth […]

GenTrust LLC lifted its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 85.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,192 shares of the software giant’s stock after acquiring an additional 14,354 shares during the quarter. […]

GenTrust LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 8.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,194 shares of the financial services provider’s stock after selling 683 shares during the quarter. GenTrust LLC’s […]

GenTrust LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,297,999 shares of the company’s stock after selling 54,486 shares […]

GenTrust strengthens its advisory team with the addition of Robert Roman, an industry veteran, enhancing its portfolio of services for ultra-high-net-worth clients.

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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Scotiabank Managing Director, Global Head of Financing Sales Mithra Warrier, Independent Media Analyst Evan Shapiro, Jefferies Senior Aerospace & Defense Equity Research Analyst Sheila Kahyaoglu, PsiQuantum CEO Victor Peng, Barclays Head of Equity Research, US Biopharmaceuticals Emily Field, GenTrust Senior Client Advisor, Head of NY Office Mimi Duff, Bernstein Managing Director & Senior Analyst Mark Newman, Counterpoint Research Director MS Hwang, MNTN CEO Mark Douglas, BNY Global Head of Asset Servicing Business Emily Portney, & Ridgepost Capital CEO Luke Sarsfield.

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are GenTrust Head of NY Office, Senior Client Advisor Mimi Duff, Principal Venture Partners Founder & Managing Partner Songyee Yoon, Wedbush SVP of Equity Research Alicia Reese, Goldman Sachs Northeast Region Head Nicole Pullen Ross, Interactive Brokers Chief Strategist Steve Sosnick, JP Morgan Asset Management CEO George Gatch, Chef & Restauranteur Kwame Onwuachi, Former Lululemon CIO Julie Averill, Candle Media Founder & Co-CEO Kevin Mayer.

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Mimi Duff, GenTrust, Katherine Doherty, Bloomberg News, Michael Shepard, Bloomberg News, Chris Sestito, HiddenLayer, Jay Woods, Freedom Capital Markets, Michael Turrin, Wells Fargo, Jennifer Johnston, Franklin Templeton, David Gura, Bloomberg News, Adrienne Yih, Barclays, Clara Shih, Salesforce AI, Julie Johnsson, Bloomberg News. (Source: Bloomberg)