Certified Financial Planning
Gerstein Fisher takes a scientific, quantitative research-based approach to investing that is grounded in economic theory and common sense. We manage and/or consult on over $2 billion on behalf of individuals, families and institutions. Named to Barron’s 2011 list of Top 100 Independent Wealth Advisors, we are focused on our clients’ post-fee, post-tax bottom-line results and an excellent client experience.
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
Gregg S. Fisher, CFA is Chief Investment Officer of Gerstein Fisher, an independent investment management and advisory firm that he founded in 1993. Gerstein Fisher manages investments on behalf of individuals, families and institutions using a scientific, quantitative research-based approach that is grounded in economic theory and common sense.
The firm was early to introduce fee-based planning and asset class investing to individuals, believing that they deserved the same caliber of investment advice, products, and services historically afforded only to ultra-high net worth investors and large institutions. Gerstein Fisher has repeatedly been named to Barron’s list of Top 100 Financial Advisors, Barron’s list of Top 100 Independent Advisors, as well as the Top 1,000 Financial Advisors list*; all of which track the performance of financial advisory firms across the country. In 2013 the firm was named to Inc. 5000, a list which consists of the fastest-growing private companies in America across all industries.
Gregg is a popular speaker on investment topics and is widely quoted in the financial press, including TIME magazine, The Wall Street Journal, the Financial Times, Fortune, Forbes, SmartMoney, Business Week, and The New York Times. His blog, Invest With Reason, appears on Forbes.com. Gregg has also been tapped as an industry expert by various television networks, including CNBC, MSNBC, Fox Business, and CNN and has been a regular guest on CNBC’s "On the Money" and "Fast Money".
Gregg’s introduction to financial services traces back to growing up working with his uncle, Ed Gerstein, in a family-owned accounting business that was started in 1977. This experience inspired Gregg to make Gerstein Fisher one of the first investment firms to integrate clients’ tax considerations into their investment strategies, with a view toward maximizing their after-tax investment returns. Gregg incorporated his uncle’s name into the name of his own firm as a tribute to Mr. Gerstein and the formative experiences working with him that laid the foundation for Gregg’s own career.
Gregg is currently responsible for the management and oversight of Gerstein Fisher’s investment process, including portfolio management, trading, risk control, and investment strategy development. He also spearheads the firm’s many research projects on areas of study that have included momentum and valuation models and tax-efficient investment strategies. Through the Gerstein Fisher Research Center, established in 2009, Gerstein Fisher has partnered with leading academics in the areas of finance, risk engineering and economics to conduct research that has immediate, real-world applicability to the practice of investing. Several of these studies have been published in academic and industry journals including The Journal of Wealth Management and Risk and Decision Analysis.
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.
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 also studied at the University of Pittsburgh’s Center for Fiduciary Studies.
Active in community service, Gregg is a board member of Art Start, a not-for-profit organization focused on arts education for children; 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 in fighting poverty and advancing social justice. He is also involved in fundraising and assisting with charitable giving strategies for not-for-profit organizations including SUNY Downstate Medical Center and the DOME Project. In 2009, Gregg was the recipient of 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 surmount the many obstacles they face through charitable involvement that goes above and beyond financial support to leverage the full extent of his or her talent, vision and resources. Gregg also serves as an adjunct professor teaching a graduate course in Personal Investment Management at Polytechnic Institute of NYU (NYU-Poly).
Gregg is a native of New York and currently resides in Scarsdale with his wife Cynthia and their two children, Abby and Josh.