Built Around Our Clients
At Gerstein Fisher, we are strong believers in aligning function with expertise. We have organized ourselves accordingly so that each group can focus, without distractions, on its respective promise to our clients. The result is that our clients benefit from the comprehensive resources and talent of the entire organization in an effective, streamlined, and user-friendly way.
The Investment Strategy Group, led by Chief Investment Officer Gregg S. Fisher, is entirely focused on the formulation and implementation of Gerstein Fisher’s portfolio strategy. Functional responsibilities within this team include macroeconomic and quantitative research, portfolio management, risk management, and trading.
Our Client Service and Support team includes specialists across disciplines ranging from estate and tax planning to charitable giving and protection planning, plus operations and technology experts who develop and manage the systems and operational platform that support portfolio management, trading and reporting on our clients’ behalf.
The Gerstein Fisher Research Center represents the formalization of Gerstein Fisher’s ongoing collaboration with a select circle of leading finance, risk, and economics professors from prestigious academic institutions who share common areas of research inquiry. The Center’s main objective is to produce research that connects leading edge academic theory with real-world investment considerations.
Gerstein Fisher’s Strategic Advisory Board lends us the experience and knowledge of seasoned industry experts who offer counsel on business strategy and operational and service excellence.