Investment performance isn’t an explicit component, because not all advisers have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an adviser’s investment-picking abilities. Institutional assets are given less weight in the scoring. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. When not working or giving back to the community, Gerry is an avid skier and enjoys spending time with his wife and three children.ġ The rankings are based on data provided by over 4,000 of the nation’s most productive advisers. Gerry lectures and authors articles on various investment-related topics and has served as an adjunct professor in the MBA Program at the University of Hartford.įor the 25 years that Gerry has resided in Connecticut, he has been involved in many local organizations in a volunteer capacity, including serving as a trustee of the Jewish Community Foundation of Greater Hartford President of the Hebrew High School of New England Community Trustee for the Jewish Federation of Greater Hartford and past trustee of the board for the Solomon Schechter Day School. He holds the Certified Investment Management Analyst®️ certification, administered by the Investments & Wealth Institute™️ (formerly known as the Investment Management Consultants Association®️), and taught in conjunction with the Wharton School at the University of Pennsylvania.
Gerry obtained his JD from George Washington University and his BA in Political Science with a concentration in World Political Economics from the State University of New York at Binghamton. 1 He was also recognized by Financial Times as being among the “Top 400 U.S. Prior to Wells Fargo Advisors, Gerry practiced law for six years, most recently with the Boston firm Bingham, Dana, LLP, and is currently a member of the bar in New York and Connecticut (not currently practicing).įrom 2010 to 2016, Gerry was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation. He was formerly one of 75 members of the Senior Consulting Council, Wells Fargo Advisor’s elite senior consulting group.
A believer in taking a process-driven approach to asset management, Gerry emphasizes advice covering investment policy, asset allocation, investment selection, and oversight in each engagement.īefore co-founding GYL Financial Synergies in 2016, Gerry worked for Wells Fargo Advisors and its predecessors for 18 years. In addition to his primary role as CEO, he provides wealth advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. Goldberg, JD, CIMA ® CEO & Co-FounderĪs CEO and Co-Founder of GYL Financial Synergies, Gerry provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first.
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