- John R. Frazer, CFP and Jerome Daley Sands III, MBA join experienced team
- Christopher M. Trokey, CFA, CAIA appointed Managing Director of Client Service
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.
Celebrating its 25th anniversary in 2014, GenSpring Family Offices, an affiliate of SunTrust Banks, 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.