Team

With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.

Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties

Jose has been an Executive Consultant since 2011 working with tier one advisors who have over $3M and assisting them to maximize their potential deal and earnings.

Bruce grew up and graduated in Tanzania. He built his reputation by first starting his career in Accounts with a tourist company in Tanzania

Born in the Los Angeles, CA area, Mitch began his brokerage career as a financial advisor in 2016 at Independent Capital Management before soon joining J.P.Morgan Chase as a Private banker.

Leise is a driving force behind content development and business expansion at The Gershman Group. With over 12 years of extensive experience in the financial services sector…