West Hartford, CT — GYL Financial Synergies, an independent registered investment advisory firm with offices in West Hartford, Westport, CT and Parsippany, NJ, announced today that Joshua Brier will be joining the firm as Chief Operating Officer. Joshua is a seasoned operational leader with extensive experience in senior leadership and executive positions within the financial services industry.
“We are delighted that Joshua has chosen to join the team at GYL Financial Synergies,” says Gerald B. Goldberg, the firm’s CEO & co-founder. “His proven track record of successfully building and executing operational strategies will help ensure our firm continues to serve our clients with proactivity, objectivity, and integrity.”
Prior to joining GYL, Joshua was a C-level executive at GFA Federal Credit Union, first serving as Executive Vice President & Chief Operating Officer, then as President & CEO. Joshua has also previously held senior executive positions at Dime Bank and Bank of America.
“At GYL, we believe in fostering a culture of constant improvement to meet the changing needs of our clients,” Goldberg says. “Joshua’s wide-ranging experience will be invaluable as we continue to refine and enhance the firm’s systems and operations.”
“I’m thrilled to be joining GYL Financial Synergies,” says Brier. “GYL is a proven leader in the RIA space, and I look forward to helping support the firm’s continued growth for years to come.” In his role as Chief Operating Officer, Joshua will be tasked with continuing to improve upon the firm’s well-established operational excellence, overseeing traditional revenue and growth functions, and spearheading new initiatives to support the firm’s continued growth.
ABOUT GYL FINANCIAL SYNERGIES
GYL Financial Synergies, LLC is an independent registered investment advisory firm with $4.7 billion of assets under management and $3.5 billion of assets under advisement as of December 2021. 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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