T-12: $5.2M
Assets: $750M
New York, NY
T-12: $3.8M
Assets: $700M
Los Angeles, CA
T-12: $8.2M
Assets: $1.75B
New York, NY
T-12: $75M
Assets: $25B
Dallas,TX
T-12: $5.2M
Assets: $1.1B
Boston, MA
T-12: $3.4M
Assets: $500M
New York, NY
T-12: $4.5M
Assets: $875M
San Jose, CA
T-12: $2.5M
Assets: $300M
New York, NY
T-12: $4.5M
Assets: $2.2B
Miami, FL
T-12: $13M
Assets: $2.6B
Columbia, SC
T-12: $3M
Assets: $560M
San Francisco , CA
T-12: $16M
Assets: $4.5B
Chicago, IL
T-12: $10M
Assets: $1.1B
Dallas, TX
T-12: $4.9M
Assets: $900M
Los Angeles, CA
T-12: $4.2M
Assets: $650M
Washington, DC
T-12: $16.6M
Assets: $2.5B
Dallas, TX
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.
Stan Gregor, co-leader of Summit, shares how the firm’s advisor-first, tech-enabled partnership model is fueling exponential growth and redefining the industry.
Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue.
Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue.
Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue.
Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue.
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…
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…
