Meet Tim:
Tim Bello is a Managing Partner at Merchant Investment Management, where he oversees the firm’s key growth initiatives and directs overall corporate strategy. Before starting, Mr. Bello was an early-stage partner at Dynasty Financial Partners, responsible for strategic implementation and advisor identification across the Dynasty Network. Prior to that, he served as Head of Global Platforms at SkyBridge Capital, managing the firm’s global platform sales activities. Earlier in his career, Mr. Bello was part of the Permal Group’s Hedge Fund of Fund US Private Client Platform Distribution Team, launching and developing the firm’s US distribution arm and brand. He also worked on Permal’s Institutional Sales team, interfacing with pensions, endowments, foundations, and institutional consultants.
Mr. Bello currently serves as Special Advisor to the Board for the Family Office Association in Greenwich, CT, and is on the Membership Committee of the Core Club in New York. He is a graduate of St. Lawrence University.
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.
In today’s podcast, they discuss the shift in the industry toward independence.
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.
