West Hartford, CT — GYL Financial Synergies, an independent registered investment advisory firm with offices in West Hartford and Westport, CT, Parsippany, NJ, New York, NY, and Wayne, PA, announced today that Joshua Goldberg, CFP® will become a partner effective June 30, 2023. Since 2018, Josh has played a pivotal role at GYL by elevating the client experience and positioning the firm for the future. As a partner of GYL Financial Synergies, Josh will take on increased management responsibility, in addition to his focus on addressing the needs of high-net-worth and ultra-high-net-worth clients. In this leadership role, Josh will also serve to bolster training and planning opportunities for the next generation of GYL team members.
“GYL was founded on one guiding fiduciary principle: our clients’ interests come first,” says Gerald B. Goldberg, the firm’s CEO & Co-Founder. “Josh continues to demonstrate his knowledge and ability in delivering results for our high-net-worth private clients. He excels at addressing the planning needs of our clients, in addition to navigating complex investment management concepts like hedging and option strategies. Josh played an invaluable role in GYL’s first merger four years ago with Resnick Advisors, providing some of the cultural capital and intellectual horsepower needed to connect the two firms. This experience, and his continued work supporting our Westport office in providing value-added services to clients, make him a clear choice for partnership.”
Prior to joining the firm in 2018, Josh worked in a financial planning and wealth advisory role at AXA Advisors. In addition to earning a degree in Economics from Brandeis University, Josh holds the CERTIFIED FINANCIAL PLANNER™ designation. At GYL, Josh’s core responsibilities have involved assisting several of the firm’s high-net-worth private clients in achieving their objectives by advising on asset allocation, investment management, and financial planning. “Josh brings a wealth of industry and subject matter experience to the team, including in holistic financial planning, investment implementation, and macroeconomics,” says Goldberg. “His dedication to his clients, along with his work ethic and integrity, will serve him well as a partner.”
ABOUT GYL FINANCIAL SYNERGIES
GYL Financial Synergies, LLC is an independent registered investment advisory firm with $5.75 billion of assets under management and $3.65 billion of assets under advisement as of March 31, 2023. As a fiduciary, fee-only firm, our team provides wealth management and discretionary/non-discretionary investment management services, as well as research-based independent advice, to high-net-worth individuals and their families. As a result of several new partnerships formed in 2023, we have enhanced our service offerings, resources, and expanded our team to better serve individuals, families, and foundations. In addition, GYL provides consulting and discretionary/non-discretionary investment management services to institutions and retirement plans. 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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