LPL’s Acquisition of Commonwealth: What Every Advisor Must Know Before Signing Anything
LPL’s Acquisition of Commonwealth: What Every Advisor Must Know Before Signing Anything
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T-12: $5.2M
Assets: $750M
Acquire
Joel Bodner, Mark Horowitz
New York, NY
Acquire
David Romans & Teresa Fisher
T-12: $3.8M
Assets: $700M
Los Angeles, CA
Acquire
Adam Hirsch, Stephen Stabile
T-12: $8.2M
Assets: $1.75B
New York, NY
Acquire
Cindy Brown, Daffan W. Nettle
T-12: $75M
Assets: $25B
Dallas,TX
Acquire
Mark Alibrandi
T-12: $5.2M
Assets: $1.1B
Boston, MA
Acquire
Mary Hayes
T-12: $3.4M
Assets: $500M
New York, NY
Acquire
Ting O'Connor
T-12: $4.5M
Assets: $875M
San Jose, CA
Acquire
Alexander Pron Princeton
T-12: $2.5M
Assets: $300M
New York, NY
Acquire
Pamela Brylski
T-12: $4.5M
Assets: $2.2B
Miami, FL
Acquire
Michael Velasco Sr.
T-12: $13M
Assets: $2.6B
Columbia, SC
Acquire
Thomas Collins
T-12: $3M
Assets: $560M
San Francisco , CA
Acquire
Jay Page
T-12: $16M
Assets: $4.5B
Chicago, IL
Acquire
Jonathan Bassham
T-12: $10M
Assets: $1.1B
Dallas, TX
Acquire
Roshan Ghaznavi
T-12: $4.9M
Assets: $900M
Los Angeles, CA
Acquire
Mikail Qazi
T-12: $4.2M
Assets: $650M
Washington, DC
Acquire
Charlie McKinney
T-12: $16.6M
Assets: $2.5B
Dallas, TX
The Gershman Group is a world-class boutique financial recruiting and consulting firm.
Who We Are
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.
How We Work
The Process
1. We Listen
We Listen – about you, your practice, team and goals.
2. We Assess
We Assess – your current platform, positives and challenges.
3. We Educate
We Educate – the broad landscape and evaluate competitive platforms.
4. We Introduce
We Introduce – confidential meetings
5. We Negotiate
We Negotiate – top economic packages
6. We Close
We Close – transition, legal, and tax advice
Morgan Stanley’s Return-to-Office Demand: Show Up or Else!!
Morgan Stanley is tightening its return-to-office policy, leaving many advisors questioning whether the move serves their interests—or just the firm’s bottom line. Starting May 5, Morgan Stanley’s 15,000 wealth management employees will be required to be in the office at least four days per week, according to a memo from Jed Finn, head of wealth…
The Evolution of Advisor Platforms: 1099 Models vs. Full Independence
The financial advisory landscape has undergone a significant transformation over the years, with 1099 platforms playing a pivotal role in bridging the gap between traditional
Tim Bello Interview
Recently, financial advisory firms have been getting slammed by lawsuits over deferred compensation and ERISA violations, with cases involving major players like Morgan Stanley, Merrill Lynch, and U.S. Bancorp. To help you navigate these turbulent waters, we sat down with Barry R. Lax, a founding partner of Lax & Neville LLP, who provided an in-depth analysis of these landmark cases. Barry’s expertise sheds light on the complexities and potential pitfalls of deferred compensation plans, offering crucial insights for financial advisors who might have deferred compensation coming their way.
Why Advisors Are Leaving Raymond James for Supported Independent Platforms
Raymond James has long been a reputable player in the wealth management industry, known for its strong culture and client-centric approach. However, in recent years, a growing number of advisors have chosen to leave Raymond James in favor of supported independent platforms. This trend reflects a broader shift within the industry, as advisors seek more…
Private Bankers Kicking The Chains Off
We all know that there is always some measured leap of faith and a confidence in their future that advisors must own when pivoting from what they have been used to for many years, sometimes a lifetime, to somewhere new. This is more notable when a private banker looks to switch from the security of…
Meet Our Team
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.
Maria is a Communications and Marketing graduate from Central Missouri State University who began her career in Kansas City…
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