The Gerstein Fisher Team
Gerstein Fisher’s team brings together a wealth of experience in portfolio management, research, trade execution, operations, and client relationship management. In addition, we work closely with leading academics on research initiatives that will benefit our clients’ investment strategies.
We have structured our team in such a way that each client can benefit from the comprehensive resources and talent of our entire organization in a streamlined and user-friendly way. We are also firm believers in aligning function with expertise. That’s why you won’t have your “relationship person” making investment decisions on your behalf at Gerstein Fisher, as is common at many firms.
The structure of our team is depicted at left. The members of your dedicated client advisory team serve as your primary day-to-day contacts and are committed to being accessible, responsive, and proactive in working with you. Your senior client advisor serves as your liaison with the rest of the firm, including the Investment Policy and Financial Planning Committees.
The Investment Policy Committee is chaired by Chief Investment Officer Gregg S. Fisher. The IPC’s sole focus is on managing our clients’ investment portfolios, including structuring, investment, and rebalancing. Much of this seasoned, senior team’s time and energy is spent evaluating macroeconomic fundamentals and the relationships and correlations among different asset classes. Once structure is in place, the IPC conducts extensive research to select the appropriate investment products, vehicles, or securities for implementation.
The Financial Planning Committee consists of a team of specialized financial professionals with deep expertise in a core discipline such as charitable giving or tax and estate planning. Your client advisor will bring these individuals in as needed to address specific aspects of your total financial plan.
Gregg S. Fisher, CFA, CFP® is Gerstein Fisher's President and Chief Investment Officer. Gregg takes a leading role in shaping the investment strategies and decisions implemented on behalf of our clients. In addition, he oversees the firm's financial planning strategies and tactics, as well as its research initiatives. Gregg works closely with the entire Gerstein Fisher team to ensure that every one of our clients is receiving the best possible service, advice, and investment solutions.