Gerson ’85 Makes Barron’s Top Advisors – Hobart and William Smith Colleges \
The HWS Update

Gerson ’85 Makes Barron’s Top Advisors

For the second year in a row, Jeffrey Gerson ’85, P’16 has been listed as one of Barron’s Top 1000 Financial Advisors. In his role as executive director of the Gerson, Guarino & Meisel Group (GGM) at Morgan Stanley Wealth Management,  Gerson helps tailor comprehensive wealth management strategies to clients’ financial objectives including their debt management and liquidity needs. GGM is ranked as one of the top financial advisory teams in the United States. A founding partner, Gerson’s 11 member team oversees more than $2 billion in client assets. 

Gerson serves on many advisery councils within Morgan Stanley and most recently served as co-chair of the firm’s Director’s Advisory Group. He is also a founding member of the Portfolio Management Institute (PMI). In 1998, Gerson was honored to receive the Smith Barney Harry Irvine Award for high ethics, professionalism and commitment to the firm. 

Throughout his nearly 30 year career, Gerson has been awarded top financial industry honors, including  Worth magazine’s “Top 100 Wealth Advisors in America for 2005, 2006, 2007, 2008 & 2009;” Rep magazine’s “Top 50 Broker for 2003, 2004, 2005, 2006, 2007, 2008 & 2009;” Barron’s “Top 100 Brokers in America 2004 & 2008;” RJ Shook’s “Winner’s Circle IV;” President’s Volunteer Service Award, 2006; and the Portfolio Management Institute’s “Portfolio Manager of the Year, 2005.” Gerson also appears frequently on financial segments for CNBC.

In 2010, Gerson returned to campus to deliver a talk titled, “A Career in Private Wealth Management,” as part of the Salisbury Center for Career Services’ Professionals in Residence series. Gerson graduated from Hobart College with a degree in Economics and is an active member of Autism Speaks, a trustee of the Harrison Educational Foundation and a member of the Save the Children Westchester Leadership Council.

At Hobart, Gerson majored in economics, was a member of Sigma Chi and the Statesmen cross country team. He also served on Hobart Student Association.