Mark Neely

Mark Neely, Director of Alternatives at GenTrust Wealth Management, shares his expertise in sourcing and managing alternative investments. He discusses the growing interest in private equity and real estate, emphasizing the need for risk management and liquidity. Mark also outlines strategies for pitching to allocators, underscoring the importance of trust and effective communication. He dives into the evolving role of advisors in educating clients about alternatives, and highlights the challenges of adapting to private wealth distribution in today's market.