Chief Operating Officer


Jenny is the ultimate operations guru. Not only does she manage all the inner workings of The Gershman Group, but she also combs media for unique insights pertaining to financial advisors, breaking news, and big advisor transitions. She loves to compare platforms and can immediately have insight into what might benefit an advisor team the most. She has a 35+ year background as a business owner, overseeing operations, accounting, human resources, marketing, and even in launching new ventures. Jenny holds a B.A. in History of Art from the University of California at Berkeley. Jenny resides in San Francisco with one teenager left and two older boys still in the Bay Area.