OUR TEAM
Built on longstanding relationships and distinct experience, our team works together around the decisions shaping a family's wealth.
Why GenSphere
Built on relationships that came before the firm.
GenSphere began long before it had a name.
Ryan and Patrick worked together early in their careers and later helped build a nationwide private wealth team at a large financial firm. Paulina joined as that team took shape, bringing experience from Silicon Valley Bank supporting complex relationships and connecting founders, executives, and investors. Her focus on personal service, meaningful connections, and follow-through helped shape how the team worked together.
Years of working together demonstrated the value of bringing different perspectives together. They envisioned an independent firm built around that approach.
Tom, Patrick's father, brought decades of experience in institutional investing and risk management. As he considered his next chapter, he chose to join them in building GenSphere.
With a father and son among the founders, GenSphere is also a family undertaking. But the conviction behind it belongs to all four of us.
We set out to build the kind of firm we would want for our own families and friends.
We built GenSphere so that the different decisions shaping a family's wealth could be considered together—and the people responsible for them could work together, too.
Co-Founder & Chief Investment Officer
Tom brings an institutional perspective to GenSphere's investment decisions, with a focus on risk, liquidity, and what a family's capital needs to accomplish. His work connects investment discipline with the broader purpose behind each allocation.
Co-Founder · Advanced Planning
Ryan leads GenSphere's advanced planning work. He examines how business, estate, tax, and succession considerations affect one another. He works alongside each family’s CPA and attorney. He weighs timing, tradeoffs, and long-term consequences before major commitments limit future choices.
Co-Founder · Integration & Philanthropy
Patrick integrates GenSphere's planning and investment perspectives with the priorities shaping family wealth and charitable giving. He leads the firm's philanthropy work with families and works alongside charitable organizations to develop planned giving programs and address long-term stewardship decisions.
Co-Founder & Connections Lead
Paulina turns coordinated efforts into clear next steps. She keeps the work organized, everyone informed, and follows through on every commitment.
