With decades of advisory and investment experience, the team partners—Jeffrey S. Gerson, managing director, family wealth director, director of sports and entertainment and senior portfolio management director (30 years of investment experience); Christopher Guarino, senior vice president and senior portfolio management director (25 years of investment experience); Gregory Meisel, senior vice president, sports and entertainment director, senior portfolio management director and family wealth advisor (19 years of investment experience); Shawn P. Landau, CFP®, senior vice president and family wealth director (17 years of investment experience); and Michael Gammarati, CFP®, vice president and senior portfolio manager (12 years of investment experience)—help their clients achieve their most meaningful financial goals. Through an uncompromising commitment to delivering intellectual strength, quality advice and personalized attention, the Gerson, Guarino & Meisel Group provides an intensely personal experience to high net worth individuals and their families, corporations and charitable institutions.
What are the five mistakes to avoid in retirement?
You’ve spent a lifetime planning for your retirement goals, contributing to your 401(k) and perhaps investing additional as-sets. Now, you’re finally on the verge of retiring. However, you may be surprised to find that retirement planning doesn’t stop once you retire. To keep all of your life and retirement goals on track, here are several […]
How do financial planning and estate issues differ for families with special-needs members?
Most of us, when we hear the term special needs, almost automatically add the word children or kids. But special-needs family members come in all shapes, sizes, ages and relationships. And according to a recent U.S. Census Bureau report, of the 72.3 million families included in the survey, about two in every seven reported having […]
How can a donor-sponsored supporting organization support an athlete’s charitable endeavors?
A charitable-giving vehicle that’s newly available is the donor-sponsored supporting organization (DSSO). It promises certain advantages to make athletes’ and celebrities’ charitable endeavors easier and more tax friendly. This DSSO vehicle is an enhancement to the donor-advised fund program already offered by Morgan Stanley Global Impact Funding Trust (“Morgan Stanley GIFT”). Specifically, a DSSO enables […]
How can athletes weigh the benefits of buying vs. leasing?
Many people get tripped up on whether to buy or lease/rent. We buy when we should lease and lease when we should buy. For professional athletes, these decisions have greater impact due to their typically short careers. Professional athletes tend to envision extended careers with one or more lucrative free-agent deals. The reality, however, is […]
