VOLUNTEER

SAVE Dade's new Guardian Society Chair

We would like to introduce you to our newest member of leadership, Gene Sulzberger. Gene is the new Chair of the Guardian Society, SAVE Dade’s major donor program. Gene has been a long-time supporter of SAVE Dade and will bring with him a wealth of relationships and fundraising knowledge to our efforts. “We are fortunate to have such a well-respected member of the community as part of our leadership. I look forward to building SAVE’s sustainability with Gene,“ said C.J. Ortuno when asked about Gene joining the team.

Gene has been actively engaged in the trust and investment management business since 1991 and brings that experience to PRS Investment Advisory and his clients. Gene works primarily with U.S. domestic clients at PRS in helping them meet their wealth management goals.

In addition to working at senior levels at BNY Mellon Wealth Management and at SunTrust Bank, Gene practiced law in Miami focusing his practice on estate planning and trust and probate administration.

Gene is a graduate of The Wharton School at the University of Pennsylvania with his bachelor’s degree in economics and finance. He also has his juris doctor (J.D.), cum laude, from the University of Miami School of Law. He is a member of the Florida Bar and a registered trust and estate practitioner (TEP) as designated by the Society of Trust and Estate Practitioners. Gene holds his series 7 and series 66 licenses.

Highly involved in the community, Gene has served on the boards of the Mount Sinai Medical Center Foundation, the Vizcayans, and the University of Miami’s Estate and Gift Planning Council, to name a few. Gene also sits on the advisory boards of the Miami Children’s Hospital Foundation and the Wharton Club of South Florida. Gene is also a member of the Estate Planning Council of Greater Miami.