NEWS RELEASE
Contacts:
Chuck Kaufman, The Kaufman Group
617-641-9005, [email protected]
Katie Folmar, GenSpring Family Offices
561-354-0867, [email protected]
GenSpring Continues National Growth with Additions
and Promotion in South Region
John R. Frazer, CFP and Jerome Daley Sands III, MBA join
experienced team
Christopher M. Trokey, CFA, CAIA appointed Managing Director of
Client Service
JUPITER, Fla. – April 8, 2014 – GenSpring Family Offices, a leading wealth
management firm for ultra-high net worth families, is pleased to announce the addition
of two Managing Directors of Client Development in the firm’s South Region. John
Frazer joins GenSpring to lead client development efforts in Georgia, Tennessee, and the
Carolinas. Dale Sands joins to lead client development efforts focused on business
owners and executives.
These key additions follow recent announcements GenSpring has made of expansions in
the firm’s Western Region, with a family office establishment in Los Angeles and a
significant expansion in San Francisco.
In addition, GenSpring has named Chris Trokey as Managing Director of Client Service
for the South Region. Trokey, a 10-year GenSpring veteran who previously served as
Family Investment Officer, leads a team of more than 30 family office professionals and
is responsible for overseeing all aspects of the client experience across the firm’s Atlanta,
Charlotte and Nashville family offices.
“I am thrilled to promote Chris to lead our client service efforts in the South Region,”
said Chief Executive Officer Thomas M. Carroll. “Over the last 10 years, he has
contributed greatly to our firm and to the lives of the families that he advises. Chris’
leadership coupled with the experience and insight of John and Dale give me great
confidence that we will continue to deliver on our purpose of sustaining and enhancing
family wealth and helping to ensure it has a positive impact on those who receive it.”
Mr. Frazer brings extensive wealth management experience to his new position at
GenSpring. Prior to joining the firm, he spent 25 years with SunTrust Bank, most
recently as Executive Vice President, Private Wealth Management Division for all of
Georgia and North Florida. During his tenure, Mr. Frazer served as President and Chief
Executive Officer of SunTrust Bank, Memphis Region and as Executive Vice President
and head of the Memphis Region’s Private Wealth Management Line of Business. He is a
graduate of The Citadel and The Graduate School of Banking of the South at Louisiana
State University.
Mr. Sands, an Atlanta native, joins GenSpring with more than 17 years of Investment
Banking experience specializing in advising ultra-high net worth families, young
entrepreneurs, closely-held businesses and corporations in a variety of corporate finance
capacities. In this new role, he will work in close partnership with SunTrust Robinson
Humphrey, the full service corporate and investment banking arm of SunTrust Banks,
Inc. with more than 1000 public and private clients across the country ranging from
emerging growth companies to the Fortune 500. Mr. Sands, who started his career with
Salmon Smith Barney in New York, has advised clients on numerous public equity,
private equity, merger and acquisition and corporate divestiture transactions totaling
billions of dollars. Most recently, Mr. Sands served as a senior member of SunTrust
Robinson Humphrey’s Merger and Acquisition Group. He holds an MBA from the
University of North Carolina, Chapel Hill, and an undergraduate degree from Vanderbilt
University.
Mr. Trokey joined GenSpring in 2004 as a Family Investment Officer in the Atlanta
family office. Previously, he served as vice president of Tower Hill LLC. He also served in
the Private Wealth Management division of Goldman, Sachs & Co., and began his career
at KPMG LLP where he managed audit and consulting service teams. Mr. Trokey earned
a Bachelor of Science degree in Accounting from Indiana University and a Masters of
Business Administration in Finance from Washington University in St. Louis. He is a
Chartered Financial Analyst, holds the Chartered Alternative Investment Analyst
designation, and has also passed the Certified Public Accountancy examination.
About GenSpring Family Offices
Celebrating its 25th anniversary in 2014, GenSpring Family Offices, an affiliate of
SunTrust Banks, Inc. (NYSE:STI), is a leading wealth management firm for ultra-high
net worth families. Once limited to a few of the world’s wealthiest families, the benefits
of the family office are rapidly becoming known to a wider circle of ultra-high net worth
clients. GenSpring was named 2012 Best Overall Multi-Family Office by Private Asset
Management magazine, ranked #1 on Financial Planning magazine’s 2012 Top 50 RIAs
and most recently ranked #3 on Forbes’ 2013 Top 50 Wealth Managers List. For more
information on GenSpring Family Offices, please visit www.GenSpring.com.