We’re available now, to help answer any question you have about your transition. Whether you’re already in talks or just considering.
As one of the nation’s top recruiters for financial advisors, we’re known for helping advisors like you dig deep and find the answers to all your questions and negotiate a premium deal.
With more than 50 years of experience under our belt there is no situation or book of business we can’t move.
We are a boutique financial services recruiting firm headquartered in the San Francisco’s financial district, representing multiple platforms throughout the country.
The Gershman Group has morphed into much more than just the typical recruiting firm. Our founder, Norman H. Gershman, built the firm on his exemplary career in the financial services industry, beginning with his first position as a broker on Wall Street.
Over the years, his vast knowledge and experience in advising and coaching enabled him to foster deep relationships with brokers and managers that we continue to maintain and develop.
We are here to listen, evaluate, and assist you in obtaining the success you envision. We are available 24/7 to facilitate introductions to all major financial institutions and will help guide you each step of the way, until you ultimately land at your financial firm of choice.
We’ll get to know you first. What’s most important for you and your clients for a transition.
Our expert analytics staff provides insight into grid payouts for fee-based and transitional business, lending platforms, T&E and sales assistant support salaries, syndicate allocations, and deferred compensation schedules.
We will match the advisor to the most influential managers within the advisor’s locale, whether at a wire house, boutique, or on an independent platform. Give us a call, or visit our services page for more details on what we can provide for you.
Our consultants expertly diagnose an advisor’s deal economics using proprietary metrics to show how to optimally customize a package for maximum impact. Stated deal structures are never uniform and always negotiable – we specialize on getting the inside track on each and every deal.
A legendary broker in his own right at several of Wall Street’s storied firms, he used his vast experience to launch one of the first, and most successful, recruiting firms devoted solely to serving the Street’s most elite financial advisors.
In his memory, the Gershman Group continues this tradition, offering an original and consultative approach to its clients.
It may not happen as often as you see from the larger firms but when it does, a move from Goldman is usually pretty monumental. The golden caches of the past no longer hold so strong as business becomes even more relationship-based and clients hold their trust and loyalty to their Advisors, more than the logo…
John Calandro III and Kevin Calandro | $5.4M / $700M | Dallas, TX It’s a family affair – teams are making moves with the idea of controlling their retirement and/or preserving their business for the future. Brothers John Calandro III and Kevin Calandro, along with Kevin’s son Robert, announced their departure this past weekend in…
Rockefeller Capital Management acquires The Sargent Team from Morgan Stanley in New York. John Sargent and team produced a trailing $5 million, managing assets of $1.5 billion. Sargent was responsible for the launch of the highly successful “Weekend Journal” at Wall Street Journal publications. In their other acquisition, Rockefeller bought on a $3.5M team that…
Another sign that moves in the turbulent coronavirus era are rare, but possible… Just this month, RBC Wealth Management-U.S. hired a five-broker team that had been managing $688M in assets at Wells Fargo. The team – Gregory Fuerst, John Welsch, Michael Korb, Carl Helleberg Barbara Frenz, including two client associates, Beverly Hebenstreich and Kristan Janssen,…
Rockefeller Capital Management added a seven-person private wealth management team in New York City that produced between $11M over the past year and oversaw about $2 billion of assets at Stifel Nicolaus. The team is led by Ed Moldaver. Moldaver’s senior partner, James J. “Jimmy” Lee were among the top producers at St. Louis-based Stifel.…
If it seems like larger and more frequent recruiting headlines keep hitting the tape, you are viewing the wealth management landscape correctly. Each and every week hundreds of millions, if not billions, in client assets are filling out asset transfer paperwork on Saturday and Sunday across the country. And there is no slow down in…
With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.
Jules is a highly skilled recruiter for The Gershman Group. She has built her reputation on truly representing the interests of advisors rather than any single bank, brokerage or firm.
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.
Ashley has had several years of experience in sales and business development. As a Business Development Manager for a recruiting and staffing agency
Supporting the Chief Talent Acquisition Officer, Paul Danese is an invaluable asset in terms of building and maintaining client relationships.
