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
Los Angeles, CA
T-12: 4.9M
Joined
Cambridge, MA
T-12: 6.3M
Joined
Washington, DC
T-12: 4.2M
Joined
Dallas, TX
T-12: $16.6M
Assets: $2.5B
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.
Meet Roger: Having spent twenty-five years himself as a financial advisor at Hambrecht & Quist, UBS PWM, and Credit Suisse, Mr. Gershman brings a unique perspective to the recruiting and consulting world of financial advisors. With this real-life experience, he now runs the family consulting firm his father founded 40 years ago who also was…
Meet Vince: Vince’s career spans 28 years in U.S. wealth management, international wealth management and private banking. He joined Sanctuary Wealth in 2019 after serving on Merrill Lynch’s senior leadership team and executive committee. As Managing Director, Vince ascended into the role of one of six divisional executives responsible for leading Merrill Lynch’s Wealth…
A few days ago Mindy Diamond hosted a “candid” interview with Andy Sieg, The President of Bank of America Merrill Lynch. In that interview many were disappointed with the questions asked and more importantly the answers. In this episode we answer without bias – understanding what the firm is actually going through as we speak…
Roger Gershman here again for a three minute drill and landscape update on our beloved industry. Seeing it from your eyes, A really great week for Wall Street what Goldman Sachs announced layoffs. Well, the last bastion of profitability at the bank is the private wealth division. Very surprisingly, they’ve laid off several producers…
Roger Gershman here, with a three minute drill on the state of affairs of the markets, today’s podcast is, why not just leave for the check. And that’s what many advisors tell me, Oh, that advisor left for the check, or they leave for the check. And they have not as much of an…
The Penalty Box – financial advisors are opting to escape the big four wire houses now before it is too late. There have been a record number of top financial advisor teams leaving the big four wire houses for boutique firms or going fully independent themselves. This trend is occurring for a variety of reasons…
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.
Bruce grew up and graduated in Tanzania. He built his reputation by first starting his career in Accounts with a tourist company in Tanzania
