Meet Haig:
At Arax, Haig oversees all operations, strategic direction, and leadership of the firm. Prior to joining Arax, Haig was the President and CEO of Alex. Brown, America’s first investment banking firm. While at Alex. Brown, Haig oversaw 220 Financial Advisors in 18 offices and $70B in client assets. Haig was the Head of Global Wealth Solutions, the product and solutions platform supporting all of Raymond James’ more than 8,000 affiliated advisors. Prior to leading the sale and integration of Alex. Brown to Raymond James Financial, Haig was the head of Deutsche Bank Wealth Management in the Americas.
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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 an advisor at Merrill Lynch for 25 years. Now as CEO of The Gershman Group, his reputation is exceptional throughout the wealth management industry including many of today’s largest Barron’s and Forbes teams and is also highly regarded with leadership throughout Wall Street including large and small banks, boutiques and independents. Roger is widely published via Podcasts, private white papers, and quoted and published articles in Advisor Hub, BrokerChalk, Forbes and Barron’s amongst many others.
As the Editor of The Gershman Group, a boutique financial services consulting firm, TGG brings expertise in financial analysis, strategic planning, and market research. With a keen eye for detail and a passion for helping businesses navigate complex financial landscapes, TGG delivers insightful, high-quality content to empower informed decisions. Backed by years of industry experience, TGG makes complex topics accessible through clear and compelling communication, shaping the firm’s thought leadership and commitment to excellence in financial services.
