GYL CEO and Co-Founder, Gerald Goldberg, JD, CIMA®, was joined by Michael J. Lepore, CIMA®, and Craig Giventer, CFA® to discuss today’s volatile markets and, in particular, the inflationary and interest rate environment. In this wide-ranging discussion, Gerry, Michael, and Craig spoke of different strategies to help make rational decisions despite market volatility as well as the importance of strategic asset allocation in this economic climate.
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.”
Michael J. Lepore, CIMA® is Managing Director of Institutional Services and Chief Compliance Officer at GYL Financial Synergies, specializing 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 GYL Financial Synergies, Michael worked for Wells Fargo Advisors and its predecessors, where he was one of 75 members of the Senior Consulting Council, Wells Fargo Advisors’ elite senior consulting group.
Craig Giventer, CFA® joined GYL in 2023 as the Managing Director of Portfolio Strategies. Prior to joining GYL, he was a Partner, Managing Director, and Portfolio Manager for Financial Partners Capital Management (FPCM) for more than fifteen years. Before FPCM, Craig was a Portfolio Manager/Analyst at Oppenheimer Capital and an Associate Portfolio Manager/Analyst at Pioneer Investments. Craig is a CFA charterholder, member of the CFA Institute and various CFA Societies. Craig has served in various volunteer roles at the CFA Institute and is a past Chair of the CFA Institute’s Disciplinary Review Committee. Craig has also served as a Board member for various non-profits.
Educated at the University of Chicago Booth School of Business, M.B.A, and the University of Pennsylvania College of Arts & Sciences, B.A.
GYL helps clean the Harry C Barnes Memorial Nature Centernext >
Strategies for Managing Concentration Risk