Paul Danese

Director of Talent Acquisition

Supporting the Chief Talent Acquisition Officer, Paul Danese is an invaluable asset in terms of building and maintaining client relationships.

Head of Acquisition

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.

Chief Operating Officer

Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties

Senior Talent Consultant

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.

Roger Gershman

Chief Executive Officer

With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.