Meet Our 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.
Jules is a highly skilled recruiter for The Gershman Group. She has built her reputation on truly representing the interests of advisors rather than any single bank, brokerage or firm.
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.