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.
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.
How do financial planning and estate issues differ for families with special-needs members?
"Everyone in your family needs to know the ramifications of their actions."
What’s the best way to manage your IRA?
When you take money out of a traditional IRA, that withdrawal gets included with your other income for the year and is subject to ordinary income tax (except to the extent that the withdrawal represents a return of nondeductible contributions or other after-tax amounts). The longer you leave funds in these accounts, the more tax-deferred […]
How do I help my kids financially without “disabling” them?
Many clients, especially those who have accrued a substantial amount of wealth, want to be able to create a comfortable life for themselves and their families, as well as successfully pass assets along to their heirs. While financial advisors can help clients create a solid estate plan that includes children as the beneficiaries of college-savings […]
