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About
Adina Brilleman is a Senior Associate at GenTrust, LLC in New York, NY, where she supports client advisory and portfolio management functions for high-net-worth individuals and institutional clients. In her current role, she focuses on multi-asset portfolio construction, with particular attention to equities, fixed income, and alternative investment solutions tailored to clients’ unique risk and return objectives.
Prior to joining GenTrust in November 2023, Adina served as a Registered Client Associate at Merrill Lynch, where she provided comprehensive support to advisory teams servicing affluent clients, and held earlier roles as a Client Associate at the same firm. Her experience spans client relationship management, financial planning, and operational execution, primarily within the wealth management and private client sectors.
Adina holds a Bachelor of Science in Finance from Touro College, equipping her with a strong foundation in financial analysis and investment management. She is recognized for her client-centric approach and commitment to delivering personalized financial solutions across a broad range of traditional and alternative asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GenTrust | Senior Associate | Nov 2023 to Present | — |
| Merrill Lynch | Registered Client Associate | Sep 2020 to Nov 2023 | The GTC Group |
| Merrill Lynch | Client Associate | Apr 2020 to Sep 2020 | — |
| WeWork | Corporate Shared Services Associate | Sep 2019 to Mar 2020 | — |
| Berkeley Research Group LLC | Corporate Finance Intern | Jan 2019 to Aug 2019 | — |
| Merrill Lynch | Global Wealth Management Advisory Intern | May 2018 to Aug 2018 | — |
Education
Touro College
Bachelor of Science - BS, Finance, General
2016 — 2019
Others at Gentrust, LLC (7)
| Name | Role | Location |
|---|---|---|
| Principal | Miami, FL , United States | |
| Principal | Miami, FL , United States | |
H Hugh Nickola | Principal | New York, NY , United States |
| Principal, Chief Investment Officer | New York, NY , United States | |
Y Yira Trujillo Estevez | Senior Associate | FL , United States |
| Trading Analyst | New York, NY , United States | |
| Principal | United States |
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