Certified Financial Planning
Gerstein Fisher is an investment management and advisory firm headquartered in New York City. Founded in 1993 by Chief Investment Officer Gregg S. Fisher, the firm manages assets using a quantitative approach grounded in economic theory and time-tested academic research. Gerstein Fisher draws on a deep understanding of both market dynamics and investor behavior in creating innovative solutions to the challenges faced by today’s investors.
With more than $3 billion in assets under management and advisement, Gerstein Fisher was named to Barron’s* coveted Top 100 Financial Advisors list in 2015. The firm also made the 2014 Inc. 5000 List of fastest-growing private companies, which ranks companies by overall revenue growth over a three-year period.
*Gerstein Fisher is a SEC registered investment advisor. Rankings and/or recognition by unaffiliated rating services and /or publications should not be construed as a guarantee that a certain level of results will be achieved if Gerstein Fisher is engaged, nor should it be construed as a current or past endorsement by any Gerstein Fisher client. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Securities offered through GFA Securities, LLC. Member: FINRA, SIPC
Gregg Fisher CFA, CFP(R)
Gregg S. Fisher founded Gerstein Fisher in 1993 with the pioneering vision of offering a quantitative investment management approach grounded in sound economic theory and more efficiently implemented through technology. Today the firm embodies that vision and continues to reflect Gregg’s commitment to ongoing research and quantitative, factor-based investing.
As the firm’s Chief Investment Officer, Gregg is responsible for the management and oversight of the firm’s investment process, including portfolio management, trading, risk control, and investment strategy development. He also spearheads Gerstein Fisher’s many research projects on areas of study that have included momentum and valuation models and tax-efficient investing.
Since founding Gerstein Fisher, Gregg has been a proponent of integrating academic research insights into the firm’s own research frameworks. In 2009 he formalized the firm’s collaboration with a select circle of noted academics by establishing the Gerstein Fisher Research Center. The Center’s mission is to investigate critical issues in finance and risk faced by individual investors through pioneering research that bridges the gap between academic theory and real-world financial practice. Through the Center, Gregg has partnered with leading academics in the areas of finance, risk engineering and economics to research topics including investor behavior and its impact on returns, the phenomenon of momentum in both domestic and international equity markets, and the replication of hedge fund returns through more liquid, transparent investment strategies. Several of these studies have been published in noted academic and industry journals.
With his ability to make complex financial concepts easy to understand for individuals and to be a voice of reason in an environment prone to hype, Gregg is regularly tapped as an industry expert by the financial media.
A CFA charter holder and Certified Financial Planner®, Gregg is a member of the CFA Institute, the New York Society of Security Analysts (NYSSA), and the Institute for Quantitative Research in Finance (the Q Group). He is an active member of Vistage International, which specializes in executive leadership development and CEO coaching and the Young Presidents’ Organization (YPO), a global non-profit organization made up of company leaders from 100 countries. A strong believer in continuing education, Gregg is also a multiple-year participant in Harvard Business School’s YPO President’s Program.
Gregg holds a degree in finance from the State University of New York at Buffalo and obtained a certificate in financial planning from New York University. He has served as an adjunct professor teaching a graduate course in Investment Management at the NYU Tandon School of Engineering at New York University (formerly NYU Polytechnic). Through Gerstein Fisher’s Research Scholars program, Gregg also supervises research projects worked on by top graduate students within the Finance and Risk Engineering (FRE) program at the NYU Tandon School of Engineering, the State University of New York at Buffalo’s School of Management’s department of Finance and Managerial Economics, and the University of Texas at Austin McCombs School of Business Practicum in Finance.
Gregg is a board member of Art Start, a not-for-profit organization focused on arts education for children; Alumni & Friends of LaGuardia High School, which manages an endowment to provide financial assistance to students of the renowned performing arts school; Carnegie East, a facility for older adults who need assistance with daily living activities; the Jim Jacobs Charitable Foundation, Inc., a private grantmaking organization; and Community Resource Exchange, a nonprofit management consulting firm that works to make New York City’s nonprofit organizations stronger and more effective. He is also involved in fundraising and assisting with charitable giving strategies for not-for-profit organizations including the DOME Project. In 2009 Gregg received The Catalog For Giving’s inaugural Impact Award, which honors a philanthropist who has made a significant impact in helping deserving kids in New York City.