In this episode, Roger Gershman and Rob Sechan discuss the limitations and opportunities within the alternative investment space. They highlight how some of the best-performing boutique strategies often do not make it onto large banking platforms due to economic and political constraints. These strategies, while offering superior risk-adjusted returns, are frequently excluded because they don’t fit the large-scale advisor model. The conversation then shifts to Rob’s leadership journey and how he’s become a disruptor on Wall Street by creating one of the fastest-growing RIAs in the nation. This episode provides valuable insights for advisors looking to diversify their offerings and understand the dynamics of leading a successful advisory firm.
Robert Sechan:
Rob is an experienced financial expert and entrepreneur, currently serving as the CEO, Managing Partner, and Co-Founder of NewEdge Wealth and Co-Managing Partner of NewEdge Capital Group. With over two decades of experience in the financial industry, he has established himself as a respected leader of investment strategies and wealth management.
Rob is a frequent commentator on financial and economic issues, and his insights have been featured on CNBC, Fox Business, and Bloomberg TV, among others. He has been recognized by both Barron’s and Forbes as a Top 100 Financial Advisor and is in high demand to speak at industry events and conferences around the country.
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.
As the Editor of The Gershman Group, a boutique financial services consulting firm, TGG brings expertise in financial analysis, strategic planning, and market research. With a keen eye for detail and a passion for helping businesses navigate complex financial landscapes, TGG delivers insightful, high-quality content to empower informed decisions. Backed by years of industry experience, TGG makes complex topics accessible through clear and compelling communication, shaping the firm’s thought leadership and commitment to excellence in financial services.
