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 vehicles are available for making charitable contributions?
There are many reasons why individuals make charitable gifts. Making a philanthropic commitment is usually motivated by a passion for the cause and a desire to help the organization achieve its mission. For many, though, tax planning will also play a significant role in the manner in which a philanthropic gift is selected. When planning […]
What does retirement planning for professional athletes entail?
Retirement benefits vary greatly among the major professional sports leagues, but it is increasingly apparent that athletes should be conscious of how much support they will receive from their employers, versus how they can position themselves through qualified savings. The National Hockey League Players’ Association fought extensively to convert the league’s defined contribution pension plan […]
What estate-planning documents are necessary?
If an individual dies without a will, his or her estate will be disposed of pursuant to state laws that may not meet that individual’s estate-planning goals. If an individual becomes incapable of managing his or her affairs, a court proceeding is then necessary, to appoint someone to care for the person and/or his or […]
Can I offset low-interest rate investment risk with a thoughtful spending plan?
Financial freedom: It’s the reward for those who have dedicated years of untold work and risk to build a successful business, or climbed the corporate ladder to the C-suite. Financial freedom is a level of wealth that allows such individuals to buy not just what they need, but just about anything they want. That is, […]
