Meet the Experts
Our team combines decades of experience in financial services, bringing unparalleled expertise to every advisor relationship.
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, Barron's, and AdvisorHUB.
Jenny Kim
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.
Lukas Oswald
Senior Operations Manager
Lukas brings fresh energy and analytical rigor to The Gershman Group. His meticulous approach to research and advisor engagement helps ensure every client receives the most current and accurate market intelligence available.
Evan Markgraf
Executive Consultant
Evan is a skilled recruiter with deep experience in wealth management advisor recruiting. His background includes recruiting wealth management advisory teams across top firms including Merrill Lynch, Morgan Stanley, First Republic, and UBS. Evan's career spans executive search roles at Korn Ferry, Robert Half Financial Services Group, and WealthGuard Inc., giving him a broad perspective on the financial services talent landscape. He holds a degree from the University of California, Santa Barbara.
Jeremy Hunt
Executive Consultant
Jeremy Hunt, ChFC® is an innovative rainmaker in private wealth management and a key Executive Consultant at The Gershman Group, based in Naples, Florida. A financial advisor since 2011, he has built an impressive track record of delivering exceptional results for ultra-high-net-worth clients through sophisticated strategies, disciplined business development, and strong relationship-building.
Brittany Mangrum
Senior Consultant
As a Senior Consultant at The Gershman Group, Brittany Mangrum helps advisors navigate the transition to new platforms with confidence. Drawing on 15 years of experience in the RIA space, she brings a planning-first, detail-oriented approach to every transition — guiding advisors through each step of the process, anticipating roadblocks before they arise, and ensuring their clients experience a seamless move. Brittany holds a Bachelor’s degree in Finance with an emphasis in Financial Planning and a Master’s degree in Taxation.
Teferi Dejene
Senior Marketing Manager
Teferi Dejene leads marketing strategy and brand development at The Gershman Group, driving awareness and engagement across all platforms.
Bruce Miller
Consultant
Bruce Miller brings extensive experience in financial services consulting, helping advisors navigate complex transitions with strategic precision.
Sean Miller
Consultant
Sean Miller is dedicated to helping financial advisors maximize their value through thoughtful transition planning and personalized strategic support.
Decades of Combined Experience
Our team members have walked in your shoes. With backgrounds spanning wirehouses, regional firms, independent broker-dealers, and RIAs, we understand the nuances of every model and can provide guidance that truly resonates.
From complex compensation negotiations to navigating regulatory requirements, our collective expertise ensures you have the support you need at every step.
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