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Company Description
The Gershman Group is a boutique financial recruiting and consulting firm dedicated to the wealth management and broader financial services ecosystem, known for advising elite financial advisors and teams through high-stakes career moves and platform transitions. Founded by Wall Street legend Norman Gershman and led by CEO Roger Gershman, a former advisor at Hambrecht & Quist, UBS, and Credit Suisse who managed a $1B book, the firm blends practitioner insight with rigorous market intelligence to help top Barron’s and Forbes-ranked advisors evaluate options across wirehouses, boutiques, and fully independent models. With more than 150 years of combined experience and over $200,000,000,000 in assets represented and counseled, The Gershman Group delivers an end-to-end process—Listen, Assess, Educate, Introduce, Negotiate, Close—designed to maximize economic outcomes while minimizing transition risk. Their Platform Analytics capability equips advisors with transparent comparisons on grid payouts for fee-based and transitional business, lending platforms, T&E and support staff compensation, syndicate access, and deferred compensation schedules. Through ConsultsMATCH, the firm orchestrates confidential introductions to the most influential decision makers in each target locale and channel, ensuring cultural fit and long-term strategic alignment. Deal Analysis leverages proprietary metrics to dissect and optimize complex, non-uniform offers, securing premium economics and favorable terms; the team also coordinates legal, tax, and operational transition considerations to protect client relationships and revenue continuity. Recognized for responsive, 24/7 support and thought leadership featured in Forbes, Fortune, and Barron’s, The Gershman Group operates nationally across major markets including Los Angeles, San Francisco, New York City, Miami, Denver, Austin, and Las Vegas. Whether an advisor seeks greater flexibility, multi-custodial independence, or a superior captive platform, the firm’s data-driven counsel, confidentiality, and negotiation expertise make it a trusted partner for career-defining moves and sustainable practice growth.
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