About This Episode
https://youtu.be/Pdq1MVI-Bz0?si=spxzPYZTPkJnmR4_ *Oct 2023: Castle Island Family Office currently only custody thru Schwab and exploring Goldman Sachs Advisor Solutions as a second solution for their advisors.
Kevin McCluskey is Founder and CEO at Castle Island Family Office and Managing Partner of its Investment arm, Sea Hunter Capital. Previously Kevin has been Capital Markets Portfolio Advisor for over 20 years at firms like Morgan Stanley, Wells Fargo Private Bank, Deutsche Bank and Raymond James' Alex Brown division. While at Alex Brown, he transitioned his business to the Raymond James & Associates independent division, before then successfully launching his own RIA.
Kevin shares his depth of knowledge and wide experiences with the financial advisor audience and personal and professional journey he took towards gaining full independence.
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.
In today’s podcast, they discuss the shift in the industry toward independence
