Roger Gershman

Chief Executive Officer


As CEO of The Gershman Group, Roger has overseen over $200 billion in AUM of advisor teams in transition. Roger’s extensive 35-year career in financial services, and formerly as a financial advisor at Hambrecht & Quist, UBS, and Credit Suisse, Roger offers an insider’s view to firm culture and deal flow which aids advisors in evaluating and transitioning their practices. His insights are prolific, featured across podcasts, white papers, and esteemed publications including Forbes, Fortune, Barron’s, Advisor Hub, and BrokerChalk.