Meet Our Team
Chief Executive Officer
With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.
Chief Operating Officer
Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties
Head of Acquisition
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.
Sales
Bruce grew up and graduated in Tanzania. He built his reputation by first starting his career in Accounts with a tourist company in Tanzania
Sales
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.
Content Creator & Business Development
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…