About GenWel Capital
Curating Access and Opportunity in Private Markets
For Sophisticated Investors and AdvisorsGenWel Capital is an independent investment firm providing disciplined access to private markets. We design strategies for advisors and families that emphasize income potential, resilience, and long-term growth—focusing on opportunities beyond traditional channels.
Leadership Team
Bringing decades of experience in wealth management, investment strategy, and stewardship.
Co-founder of GenWel Capital. Wealth and portfolio management specialist. Leads the firm’s investment committee, bringing deep experience in sourcing and structuring differentiated strategies for high-net-worth families.
Brings more than 20 years of private equity experience, including as Partner and CFO at Falcon Investment Advisors, where he helped scale AUM to $4 billion. Brings institutional expertise in financial operations, investor reporting, and platform leadership.
Veteran wealth advisor and financial strategist with over 35 years of experience. Serves on the investment committee. Author of multiple works on financial planning. Provides insight into investor needs and portfolio construction across market cycles.
Oversees daily operations and portfolio administration across the GenWel platform. Ensures efficient execution and client service delivery—supporting the integrity and consistency of implementation.
At a Glance
Focused on niche alternative and private investments- $100+ MillionReal estate loans and equity
- $500+ MillionAUM across affiliates