Certified Financial Planning
Certified Financial Planning
Gerstein Fisher is an investment management and advisory firm headquartered in New York City with more than $3 billion in assets under management and advisement. Founded in 1993 by 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.
Client Base: Individuals, families, institutions. Deep experience and expertise working with business owners and entrepreneurs.
Best Partners: Attorneys, accountants, and other trusted partners looking for investing/planning solutions for their clients.
Recent Awards and Industry Recognition:
· Named to the Forbes list of America's Top Wealth Advisors (2016)
· Has repeatedly appeared on Barron’s annual rankings of Top 100 Financial Advisors and Top 100 Independent Financial Advisors
· Named to the Inc. 5000, an annual ranking of the fastest-growing companies in America across all industries (2016)
Watch our video and learn more.
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Gregg Fisher CFA, CFP(R)
Gregg S. Fisher leads and manages all quantitative research and investment strategy efforts at Gerstein Fisher. Gregg founded Gerstein Fisher in 1993 based on a 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 quantitative, factor-based investing and comprehensive financial planning.
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. A CFA charter holder, Gregg is a member of the CFA Institute, the New York Society of Security Analysts (NYSSA), the Society of Quantitative Analysts (SQA), 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 longest running executive education program, the YPO Harvard President's Program. He is a member of TIGER 21, a peer-to-peer learning network for high net worth individuals that collectively manages more than $40 billion in member assets. Gregg 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) and has guest lectured at Columbia University’s Graduate School of Business and the University of Buffalo, among other institutions.
Gregg is a board member of 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.