Sulzberger Capital Advisors

Gene Sulzberger is a Miami native and attorney with more than 25 years of experience in financial services and wealth planning. He is a graduate of the Wharton School of Business and the University of Miami School of Law. He started his own Registered Investment Advisory firm in 2015 in the Design District. Gene has been very active in the Miami community, especially with the University of Miami and LGBT causes.

Fun Fact: Qualified two times for US nationals in short distance triathlon and completed the Ironman Brazil Triathlon in 2013.

What has been the most monumental moment of your career thus far? Starting my own Registered Investment Advisory firm, Sulzberger Capital Advisors, in 2015.

What’s the one piece of financial advice you regret not taking? I should have started my own firm earlier in my career.

What’s the biggest financial mistake most people make? Panic selling assets.

How do you get first-time investors to alter their thinking on investing? Showing them examples of how certain thinking has its pros and its cons. Look at historical returns of different types of portfolios. Also, remembering that people love to talk about their successful investment ventures, but never talk about the times they had a failed investment.

Read SFBW Article

• The Taxing Taxonomy of Taxes (IRA Edition)
• Have Vaulting Valuations Already Cleared the High Bar?
• Volatility, Stored Methane, and the Fundamentals of Asset Values
• The Impact of Russia’s Invasion of Ukraine on World Markets
• The Benchmark Dilemma
• Are Inflation Fears Inflated?
• 2021 Finance Awards Honoree: Gene Sulzberger
• The ABCs of Beta
• A Look-Back at 2020: The Fed’s Precedent-Setting Pandemic Playbook
• Gene Sulzberger recognized for work in Miami-Dade County
• SAVING and SPENDING: Some Basics to Remember
• Tariffs: A New Conversation on an Old Topic