Gerry Goldberg

Division President at Focus Partners Wealth

Speaker

As Focus Partners Wealth (FPW) Division President, Gerry provides leadership and ongoing management to advance FPW’s strategic vision and support for the advisory teams within his division. He is responsible for driving organic growth with measurable objectives and managing complex budgets. Gerry also focuses on optimizing business operations, evolving FPW’s advisory team/office model, executing advisor and client experiences, maintaining a strong operational infrastructure, and developing top talent to support the business.

Gerry worked as the CEO of GYL Financial Synergies, which he co-founded in 2016, before the company’s integration into FPW in the 4^th quarter of 2024. He provided 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 advised clients on the structure and development of qualified retirement plans. Gerry lectured and authored articles on various investment-related topics and has served as an adjunct professor in the MBA Program at the University of Hartford.

Prior to co-founding GYL, Gerry worked for Wells Fargo Advisors and its predecessors for nearly 20 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.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.

For the 30 years that Gerry has resided in Connecticut, he has been involved in many non-profit organizations in a volunteer capacity, including but not limited to: a member of the national advisory council of More Perfect; serving as a trustee and a member of the executive committee 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. When not working or giving back to the community, Gerry is an avid skier and enjoys spending time with his wife, three children, and three grandchildren.