Greg Gerhartz Email & Phone Number

Medford, New Jersey, United States

Philadelphia, Pennsylvania, United States

Medford, Nj

Medford, Nj

Princeton, Nj

Hybrid wholesaler covering the RIA/Independent channels in the Mid-Atlantic and Southeast territories to help them manage volatility for their clients

Princeton, Nj

• iShares Specialist focused on positioning ETFs who covered the wirehouse/independent channels in NJ• Utilized all of the resources that the firm offered to assist Financial Advisors with building better portfolios for their clients including Aladdin Portfolio Builder for risk analytics• Strategized with my other active counterparts to also recommend mutual fund, CEF, SMA and DCIO options to find more opportunities to raise assets

Princeton, Nj

• Consultant who utilized Wirehouses, Independent Broker Dealers and RIAs in the Midwest to show them the benefits of allocating to alternative investments • Responsible for positioning Managed Futures, Long/Short Equity and Commodity Strategies through Mutual Funds and Direct Participation Programs • Worked closely with our portfolio management, marketing and national accounts teams to enhance our notoriety in the field

New York, Ny

• Internal wholesaler who supported my external with scheduling and following up to his meetings while also trying to cross-sell different investment investment products• Created new relationships and maintained existing ones with wirehouse/independent FAs in both FL/PR by providing them with asset allocation ideas, mutual fund updates and market outlooks

New York, Ny

Opened new checking/savings/credit accounts plus referred customers to other members of my team (financial advisor, business banker and mortgage broker)