Joined
New York, NY
T-12: $5.2M
Assets: $750M
Joined
Los Angeles, CA
T-12: $3.8M
Assets: $700M
Joined
New York, NY
T-12: $8.2M
Assets: $1.75B
Joined
Dallas,TX
T-12: $75M
Assets: $25B
Joined
New Jersey
T-12: $1.6M
Assets: $400M
Joined
Miami, FL
T-12: $4.5M
Assets: $2.2B
Joined
San Francisco , CA
T-12: $3M
Assets: $560M
Joined
Chicago, IL
T-12: $16M
Assets: $4.5B
Joined
Chicago, IL
T-12: $2.6M
Assets: $550M
Joined
Los Angeles, CA
T-12: $2M
Assets: $1B
Joined
Dallas, TX
T-12: $10M
Assets: $1.1B
Joined
Newport Beach, CA
T-12: $500K
Assets: $125M
Joined
Dallas, TX
T-12: $2.3M
Assets: $265M
Joined
Dallas, TX
T-12: $16.6M
Assets: $2.5B
Joined
Dallas, TX
T-12: $2.3M
Assets: $265M
Joined
Houston, TX
T-12: $3.03M
Assets: $500M
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.
Understanding communications and signals has become something important for us all to understand in day-to-day living, in dealing with media, and now in our own jobs. In this article, we focus on what Andy Sieg at Merrill Lynch has being saying under the umbrella of Bank of America and Brian Moynihan. Before we do, let’s…
This podcast is about private banking models versus traditional brokerage models. There is essentially a philosophical and economical war between models. You have on one hand the JP Morgan, the US trust the Citibank, the BoA model. Versus the Morgan Stanley the UBS, the Wells Fargo, Merrill Lynch, Stiefel, Nicholas and Ray J model. So…
Today’s podcast is about why would you ever consider departing your firm in a tough or bear market? Mean, frankly, it’s never a good time to exit. I mean, think about the last few years, I mean, the businesses have been booming and advisors to bring on new clients and bring on new staff. And…
Why do advisors believe that they have the inside edge to negotiate their own deal and go direct advisors invariably know somebody on the inside of the, of the competition. They know senior leadership, they know the local manager, they might even know the CEO. They might be friends with them. They might be neighbors…
This podcast is called the tug of war banks versus financial advisors. For years, there was a difference between banks and their products in their offerings, Merrill Lynch, UBS, Wells Fargo, Goldman Sachs, Morgan Stanley, Raymond James RBC, Hebert inquest, Alex Brown, Deutsche Bank. Lehman Brothers, Bear Stearns. And so each firm had their belly…
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.
Supporting the Chief Talent Acquisition Officer, Paul Danese is an invaluable asset in terms of building and maintaining client relationships.
Results-driven telecommunications sales executive with 6 years of experience leading sales, pre-sales, program management, and operational organizations servicing the Global 1000 customers.
