T-12: $6.3M
Assets: $1.1B
Cambridge, MA
T-12: $5.2M
Assets: $750M
New York, NY
T-12: $3.8M
Assets: $700M
Los Angeles, CA
T-12: $8.2M
Assets: $1.75B
New York, NY
T-12: $75M
Assets: $25B
Dallas,TX
T-12: $5.2M
Assets: $1.1B
Boston, MA
T-12: $3.4M
Assets: $500M
New York, NY
T-12: $4.5M
Assets: $875M
San Jose, CA
T-12: $2.5M
Assets: $300M
New York, NY
T-12: $4.5M
Assets: $2.2B
Miami, FL
T-12: $13M
Assets: $2.6B
Columbia, SC
T-12: $3M
Assets: $560M
San Francisco , CA
T-12: $16M
Assets: $4.5B
Chicago, IL
T-12: $10M
Assets: $1.1B
Dallas, TX
T-12: $4.9M
Assets: $900M
Los Angeles, CA
T-12: $4.2M
Assets: $650M
Washington, DC
T-12: $16.6M
Assets: $2.5B
Dallas, TX
We are a boutique financial services consulting firm with a nationwide presence in most every metropolitan city in America. Founded by Wall Street legend Norman Gershman, who also spent 25 years as an advisor at Merrill Lynch, The Gershman Group counsels many of the nation’s top 100 Barron’s advisors and Forbes Top Advisors with average AUM of $1Billion or more. Under our current leadership, Roger Gershman has grown the firm to have now counseled well in excess $200 Billion of AUM.
As a former advisor at Hambrecht & Quist, UBS and Credit Suisse managing a $1B Book, Roger is very fluent in advisors’ language, who understands the issues and concerns of our broad industry. His thought leadership, featured in Forbes, Fortune, and Barron’s, can be found in our articles section. With over 150 years of combined experience, our collaborative team empowers advisors with education regarding the broad landscape, competitive platforms, offering legal and maximum economic transition advice.
We’re on call 24/7, ready to guide advisors through decisions and execution. Elevate your journey with The Gershman Group.
For over half a century, The Gershman Group has partnered with advisors, guiding them to assess their practices and find the optimal fit. In the past decade, the perennial question has persisted: stick with the established wirehouses or embrace independence. Much like in investing, life demands a careful weighing of risks against rewards. While maximizing…
Peter Mallouk has been a masterful acquirer of firms, to date some 40+ in fact, though, for any professional investor, some deals are failures from the start . With the acquisition of GSPFM, he has overlooked the roots of the very advisors and clients he thought he purchased and, in short, it seems Mallouk has…
In today’s podcast, they discuss the employment and retention contracts presented to First Republic Advisors by JPMorgan and the points they should be aware of when reviewing these documents. Meet Rogge Dunn: Rogge Dunn handles employment, partnerships, FINRA, class actions, arbitration, defamation, privacy issues, shareholder oppression, “business divorce,” non-competes, trade secrets, whistleblowing, and significant personal…
No doubt it has been a brutal six-week journey for First Republic advisors. Advisors may think they should be rewarded for their loyalty in staying the course when other colleagues fled early. The path of least resistance has certainly been to stay put, however, in doing so, advisors face changes in compensation, more bureaucracy, less…
There is a tremendous sigh of relief for First Republic advisors and their clients after a very chaotic six weeks. Now, instead of the urgency to leave, advisors have a new great added choice of platforms to choose from to continue to service their clients. We hope to add some experience and historical precedent of…
The run on First Republic Bank driven by clients’ fears has left financial advisors in quite a quandary. Many advisors are shell shocked by what’s happened and are in a state of confusion about the decision to stay or go. One group clearly has decided to be on the go, some have already departed, and…
With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.
Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties
Jose has been an Executive Consultant since 2011 working with tier one advisors who have over $3M and assisting them to maximize their potential deal and earnings.
Bruce grew up and graduated in Tanzania. He built his reputation by first starting his career in Accounts with a tourist company in Tanzania
Born in the Los Angeles, CA area, Mitch began his brokerage career as a financial advisor in 2016 at Independent Capital Management before soon joining J.P.Morgan Chase as a Private banker.
Leise is a driving force behind content development and business expansion at The Gershman Group. With over 12 years of extensive experience in the financial services sector…
