DEEP-SEATED RELATIONSHIPS

The Gershman Group is more than just your average recruiting company. Steered by our chairman and mentor Norman H. Gershman, we have evolved into the premier match-making firm for ultra high wealth advisors. Mr Gershman’s storied past as a power broker on Wall Street and Financial Advisor (with his original consultative approach) has brought us deep-seated relationships with brokers and managers that are the backbone of our operation. We are here to listen, evaluate, and ultimately help you obtain the success you envision.

We are available 24/7 for appointment coordination with all major firms including assistance in organizing private meetings.

THE GERSHMAN GROUP IS A WORLD CLASS BOUTIQUE FINANCIAL RECRUITING/CONSULTING FIRM. WE HAVE HEADQUATERS IN SAN FRANCISCO & NEW YORK AND WE REPRESENT DIFFERENTIATING PLATFORMS IN EVERY MAJOR CITY IN THE NATION.

CLASSIFIED DEAL STRUCTURES

Our service includes education on employment choices and connections to the most influential leaders today. We use classified deal structures from recent advisor moves to provide the most valuable advising on transition packages.

We will match the advisor to the most influential managers within the advisor’s locale, whether it be at a wire house, boutique, or independent platform. Give us a ring, or visit our services page for more details on what we can provide for you

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