Privacy Policy

1. Introduction

The Gershman Group ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website, interact with our communications, or use our consulting services. By accessing or using our services, you agree to the terms of this Privacy Policy.

2. Information We Collect

We collect information in the following ways:

a. Information You Provide

• Name, email address, phone number, and professional details submitted through contact forms or consultation requests.
• Email address provided when subscribing to our newsletter or mailing list.
• Phone number provided for SMS communications and updates.
• Information shared during consultations, including career history, assets under management, and transition preferences.

b. Information Collected Automatically

• Device information including browser type, operating system, and screen resolution.
• IP address and approximate geographic location.
• Pages visited, time spent on pages, click behavior, and navigation patterns.
• Referring URLs and search terms used to find our website.

c. Tracking Technologies

We use the following technologies to collect information:

• Cookies: Small text files stored on your device that help us recognize you and remember your preferences.
• Tracking Pixels (Drop Pixels): We use pixel tags embedded in emails, web pages, and advertisements to measure engagement, track conversions, and build audience profiles for remarketing purposes. These pixels may collect your IP address, browser type, and interaction data.
• Web Beacons: Used in our email communications to track open rates and click-through rates.
• Analytics Tools: We use third-party analytics services (such as Google Analytics) to understand how visitors use our website and to improve our services.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide consulting services.
• Send you newsletters, industry insights, and thought leadership content via email.
• Send SMS messages related to your consultation, transition updates, or content you have opted into.
• Personalize your experience on our website based on your interests and browsing behavior.
• Deliver targeted advertising and remarketing campaigns through tracking pixels and third-party ad platforms.
• Analyze website usage and improve our content, services, and user experience.
• Comply with legal obligations and protect our rights.

4. SMS and Email Communications

By providing your phone number and by opting in for SMS communication, you consent to receive SMS messages related to our services.

You may opt out of SMS or email communications at any time by following the unsubscribe instructions.

We do not sell SMS consent or share your mobile information with third parties for marketing purposes.

By providing your email address or phone number, you consent to receive communications from The Gershman Group. These may include:

• Industry articles, market analyses, and thought leadership content.
• Event invitations and webinar announcements.
• Updates related to your advisor transition or consultation.
• Promotional materials about our services.

You may opt out of marketing emails at any time by clicking the "Unsubscribe" link at the bottom of any email. To opt out of SMS messages, reply STOP to any message. Opting out of marketing communications will not affect transactional messages related to active consulting engagements.

5. Tracking Pixels and Remarketing

We use tracking pixels (also known as drop pixels or web beacons) provided by third-party platforms including but not limited to Meta (Facebook/Instagram), Google Ads, and LinkedIn. These technologies allow us to:

• Track website visitors and measure the effectiveness of our advertising campaigns.
• Build custom audiences for remarketing purposes, allowing us to show relevant ads to people who have visited our website or engaged with our content.
• Create lookalike audiences to reach new potential clients with similar profiles.
• Measure conversions and attribute them to specific marketing efforts.

You can manage your ad preferences through the respective platforms (e.g., Facebook Ad Preferences, Google Ad Settings) or use browser-based opt-out tools such as the Network Advertising Initiative (NAI) opt-out page or the Digital Advertising Alliance (DAA) opt-out page.

6. Sharing of Information

We do not sell or rent your personal information.

We may share your data only in the following situations:

• With trusted partners or service providers who help us deliver our services.
• To comply with legal obligations or lawful requests from authorities.
• To protect our rights, safety, or property.

We may also share your information with:

• Service Providers: Third-party vendors who assist with email delivery, SMS communications, analytics, advertising, and website hosting.
• Advertising Partners: Platforms that receive pixel data for targeting and measurement purposes, as described in Section 5.
• Legal Requirements: When required by law, subpoena, or court order, or to protect our legal rights.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

• Access, correct, or delete the personal information we hold about you.
• Opt out of the sale or sharing of your personal information for targeted advertising.
• Withdraw consent for email and SMS communications.
• Request information about the categories of personal data we collect and disclose.

To exercise any of these rights, please contact us at .

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete it promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. Your continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise your data rights, please contact us: