West Hartford, CT — GYL Financial Synergies, an independent registered investment advisory firm with offices in West Hartford, Westport, CT, Parsippany, NJ, Wayne, PA, and New York, NY, announced today that Christopher Rafferty will join the firm as Executive Director of Advisory Services. Christopher is a seasoned leader with extensive experience overseeing and guiding advisory teams in implementing industry best practices and providing advisory services to clients.
“Christopher is an excellent addition to the team at GYL Financial Synergies,” says Gerald B. Goldberg, the firm’s CEO & co-founder. “His combination of strong leadership skills and industry expertise will help ensure our firm continues to improve upon the outstanding service we deliver to our clients.”
Before joining GYL, Christopher held leadership roles with Fidelity Investments, most recently managing the Fidelity complex in West Hartford, CT. He previously held Financial Consultant and Regional Planning Consultant positions at Fidelity supporting several branches.
“At GYL, we are committed to delivering a wealth of collective financial experience with a unique synergy and collaborative mindset that we believe are the keys to helping our clients succeed,” Goldberg says. “Christopher’s deep experience will be invaluable as we continue to build upon best-in-class solutions tailored to our clients’ specific needs.”
In his role as Executive Director of Advisory Services, Christopher will be tasked with continuing to improve upon the firm’s well-established excellence in providing expert advisory services and spearheading new business development to support the firm’s continued growth. He shared, “GYL Financial Synergies is a proven leader in the RIA space, and I am thrilled to be joining the team.
ABOUT GYL FINANCIAL SYNERGIES
GYL Financial Synergies, LLC is an independent registered investment advisory firm with $5.7 billion of assets under management and $3.7 billion of assets under advisement as of March 31, 2023. GYL Financial Synergies is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Learn more about GYL Financial Synergies at www.gylfinsyn.com.
GYL Financial Synergies, LLC
GYL Financial Synergies, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”) and maintains a principal office in the State of Connecticut. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Additional information about the firm is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
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