March 16, 2023
Aaron Cohen led a webinar discussion with Gerald Goldberg, CEO and Co-Founder, and Claire McDonald, Managing Director & Senior Institutional Consultant on the merger between FPCM and GYL Financial Synergies. The discussion included a deeper dive into the specifics of this new partnership and what you can expect moving forward. Ahead of the event, registrants were encouraged to submit their questions about the merger, and the panelists spent some time near the end of the webinar to address these questions.
Gerry Goldberg, JD, CIMA® is CEO and 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.
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 2010–2016, 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. He was also recognized by Financial Times as being among the “Top 400 U.S. Advisors of 2014.”
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
Prior to merging with GYL Financial Synergies , Aaron was the CEO of Financial Partners Capital Management (FPCM), a New York based asset & wealth management firm. Besides his management responsibilities, he was responsible for the firm’s investment strategy. Aaron has over 30 years of experience in the industry.
Aaron holds a Ph.D. and M.A. in Finance & Economics from the Wharton School, an M.B.A. from the Instituto de Estudios Superiores de Administracion (IESA), and an engineering degree, from the Universidad Catolica (UCAB). He has lectured at the Wharton School and IESA.
Aaron has been active as President, and Board member of several Jewish organizations in the Greater Hartford area. Aaron was born in Morocco, grew up in Venezuela, and has been living in the U.S. since 1982. He enjoys spending time with family, reading, and several sports activities, such as biking, running, and skiing.
Claire joined GYL Financial Synergies in 2016 as our Managing Director & Senior Institutional Consultant. She specializes in asset management analysis and investment manager selection for institutional clients. She also provides consulting services to municipalities, self-insurance funds, corporations, and non-profit organizations in areas that include investment policy, asset allocation, and investment management selection and oversight.
Prior to the firm, Claire has worked with Wells Fargo Advisors and its predecessors in the private client group since 1991. Claire was one of 75 members of the Senior Consulting Council, Wells Fargo Advisors’ elite senior consulting group. Prior to Wells Fargo, she spent six years with the International Performance Evaluation Department of the World Markets Company in Edinburgh, Scotland, where she focused on the Dutch Pension market. She is also a member of the International Foundation of Employee Benefit Plans and has over 30 years of experience providing a full range of consulting services to institutional clients.
Claire 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.
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