July 1, 2024
GYL Financial Synergies is proud to be launching a new initiative that ties back to one of our core pillars, clients’ interests come first. We continuously seek to improve and expand to best serve the needs of our clients, and thus, we ask ourselves, “how can we enhance the client experience to provide additional services and support?” When our CEO and Co-Founder, Gerald Goldberg, first met Joan Garbow, he knew instantly that she would be the key to helping our firm’s clients age with resilience. In this webinar, we introduce Joan and get right into her subject matter expertise in elder care management, while also unpacking how we can destigmatize talking about getting older and start to empower our own aging with a plan.
On Tuesday, June 25, 2024 at 11:00 AM EDT, GYL Financial Synergies’ CEO and Co-Founder Gerald B. Goldberg, JD, CIMA, and Director of Aging Life Care Planning, Joan Garbow, MSW, LCSW, CCM co-hosted a webinar discussing:
And much more.
As CEO and Co-Founder of GYL Financial Synergies, Gerry provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first.
In addition to his primary role as CEO, he provides wealth advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. A believer in taking a process-driven approach to asset management, Gerry emphasizes advice covering investment policy, asset allocation, investment selection, and oversight in each engagement.
Before co-founding GYL Financial Synergies in 2016, Gerry worked for Wells Fargo Advisors and its predecessors for 18 years. He was formerly one of 75 members of the Senior Consulting Council, Wells Fargo Advisor’s elite senior consulting group. Prior to Wells Fargo Advisors, Gerry practiced law for six years, most recently with the Boston firm Bingham, Dana, LLP, and is currently a member of the bar in New York and Connecticut (not currently practicing).
From 2010 to 2016, Gerry was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation.1 He was also recognized by Financial Times as being among the “Top 400 U.S. Advisors of 2014.”2
Gerry obtained his JD from George Washington University and his BA in Political Science with a concentration in World Political Economics from the State University of New York at Binghamton. He holds the Certified Investment Management Analyst®️ certification, administered by the Investments & Wealth Institute™️ (formerly known as the Investment Management Consultants Association®️), and taught in conjunction with the Wharton School at the University of Pennsylvania. Gerry lectures and authors articles on various investment-related topics and has served as an adjunct professor in the MBA Program at the University of Hartford.
For the 25 years that Gerry has resided in Connecticut, he has been involved in many local organizations in a volunteer capacity, including serving as a trustee of the Jewish Community Foundation of Greater Hartford; President of the Hebrew High School of New England; Community Trustee for the Jewish Federation of Greater Hartford; and past trustee of the board for the Solomon Schechter Day School.
Joan joined the firm in June of 2024 as our Director of Aging Life Care Planning. Her day-to-day includes supporting aging clients with complex healthcare challenges to improve quality of life, and proactive planning for all clients interested in learning about aging options, resources, and aging well.
Prior to joining GYL, in 2007, Joan founded Joan Garbow & Associates, LLC, a private Aging Life Care Management firm serving clients throughout Fairfield County, CT. Through direct clinical practice, over 16 years, Joan has provided care management services and advocacy to hundreds of older adults, managing personal and medical care, solving complex care needs, and providing assistance to their families. Prior to her private practice, Joan was a hospital case manager and medical social worker in a variety of settings including acute care, homecare, inpatient and outpatient physical rehabilitation, and family services.
Joan received her Graduate Degree in Social Work from Columbia University, and undergraduate degree in Clinical Psychology from Tufts University. Additionally, she is a Licensed Clinical Social Worker, and a Certified Case Manager.
Joan is the past President of the Board of the Connecticut Geriatrics Society, past co-President of the Aging Life Care Association TM New England Chapter, and Vice President of the Gloria Gray Foundation.
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