The COVID-19 pandemic has caused a significant amount of volatility in capital markets. While the economic recovery is underway, investors are understandably feeling a bit uncertain about the state of the markets and how recent events might impact their wealth management strategy.
On Monday, June 29th at 1:00 PM ET, we will be holding a webinar to update clients on the state of capital markets and offer our perspective on retirement planning in the wake of the COVID crisis. Specifically, we will discuss:
- How COVID-19 has influenced consumer finances
- The economic impact—both in the U.S. and abroad—of social distancing
- The effects of COVID-19 on GDP, and what to expect going forward
- Wealth management perspectives for this challenging time.
Register for this webinar:
Meet the Presenters
Gerald B. Goldberg, JD, CIMA®
CEO & Co-Founder
Gerry is the CEO & Co-Founder of GYL Financial Synergies, where he provides consulting services to corporations, municipalities, self-insurance funds, non-profit organizations and high-net-worth private clients in areas that include investment policy, asset allocation and investment management selection and oversight. He also advises clients on the structure and development of qualified retirement plans.
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. From 2010–2016, Gerry was named as one of Barron’s “Top 1,200 Advisors,” and in 2014, he was named one of Financial Times’ “Top 400 U.S. Advisors.”
Michael J. Lepore, CIMA®
Managing Director of Institutional Client Services
Michael is a Senior Managing Director of Institutional Client Services at GYL Financial Synergies. Michael specializes in asset management analysis and investment manager selection for institutional clients. He also provides consulting services to municipalities, self-insurance funds, corporations and non-profit organizations and select high-net-worth private clients in areas that include investment policy, asset allocation and investment management selection and oversight.
Prior to joining GYL Financial Synergies, Michael worked for Wells Fargo Advisors, where he was one of 75 members of the Senior Consulting Council, Wells Fargo Advisors’ elite senior consulting group.
Peter A. Karadimas
Managing Director & Senior Wealth Advisor
Peter joined the firm in 2016 and is a Partner at GYL Resnick.
Before joining the firm, Peter served as a Wealth Advisor at Neuberger Berman from 2012-2016. In his role there, he worked with high-net-worth individuals and families, as well as non-profit organizations, providing them with customized asset management solutions and financial planning services. In years prior, Peter spent the majority of his career at PricewaterhouseCoopers and Ernst & Young in senior client relationship management roles serving corporate and high-net-worth clients. Peter received a BA from Fairfield University and an MBA from the University of Bridgeport.
Peter is a life-long resident of East Norwalk, Connecticut. When not working, he enjoys being on Long Island Sound as well as various cultural activities including New York’s Lincoln Center. Peter serves on the Board of Directors of the Domestic Violence Crisis Center of Fairfield County.