Who We Are Our Team

Engineered for Excellence

Gerstein Fisher was founded in 1993 as an investment management and advisory firm. We take an integrated, quantitative, research-based approach to investment management on behalf of individuals, families and institutions. We have engineered our firm for excellence around our progressive investment process and strong commitment to client service and education.  

Gerstein Fisher Team

Our Team

Our team is built around a central objective: our clients’ success. With talent and expertise across investments, research, technology, and other critical areas, we have organized ourselves so that each group can focus, without distractions, on its respective promise to our clients.

Who We Are

Vision & Values

Some firms in our industry pay lip service to concepts like integrity and independence because it is what they think investors want to hear. Gerstein Fisher is different. We embody these qualities because they are at the heart of our organizational DNA.

Investment Beliefs

Grounded in time-tested academic theory and informed by two decades of practical experience working with individual investors, Gerstein Fisher’s core investment beliefs form the foundation for our strategies.

Becoming a Client

Gerstein Fisher helps individuals, families and institutions achieve their financial objectives through a tax-aware, quantitative approach to investment management.

Citizenship

At Gerstein Fisher, we view community involvement as a natural extension of our commitment to helping individuals make positive decisions about their financial lives.

Careers

Are you the right person for our team? Learn more about what it means to work in a culture that values expertise, initiative and results-orientation.

[contact-form-7 id="6520" title="Sign Up For Our Mailing List"]
<div role="form" class="wpcf7" id="wpcf7-f6520-o2" lang="en-US" dir="ltr"> <div class="screen-reader-response"></div> <form action="/who-we-are/#wpcf7-f6520-o2" method="post" class="wpcf7-form" novalidate="novalidate"> <div style="display: none;"> <input type="hidden" name="_wpcf7" value="6520" /> <input type="hidden" name="_wpcf7_version" value="5.1.6" /> <input type="hidden" name="_wpcf7_locale" value="en_US" /> <input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f6520-o2" /> <input type="hidden" name="_wpcf7_container_post" value="0" /> <input type="hidden" name="g-recaptcha-response" value="" /> </div> <div id="mb-form"> <p><span class="wpcf7-form-control-wrap FirstName"><input type="text" name="FirstName" value="" size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" id="FirstName" aria-required="true" aria-invalid="false" placeholder="First Name*" /></span> </p> <p><span class="wpcf7-form-control-wrap LastName"><input type="text" name="LastName" value="" size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" id="LastName" aria-required="true" aria-invalid="false" placeholder="Last Name*" /></span> </p> <p><span class="wpcf7-form-control-wrap Email"><input type="email" name="Email" value="" size="40" class="wpcf7-form-control wpcf7-text wpcf7-email wpcf7-validates-as-required wpcf7-validates-as-email" id="Email" aria-required="true" aria-invalid="false" placeholder="Email*" /></span> </p> <p><span class="wpcf7-form-control-wrap Phone"><input type="tel" name="Phone" value="" size="40" maxlength="10" minlength="10" class="wpcf7-form-control wpcf7-text wpcf7-tel wpcf7-validates-as-required wpcf7-validates-as-tel" id="Email" aria-required="true" aria-invalid="false" placeholder="Phone*" /></span> </p> <div class="hide"> <span class="wpcf7-form-control-wrap ctct-560"><span class="wpcf7-form-control wpcf7-ctct"><div><input type="hidden" value="1380445631" name="ctct-560[]" /> </div></span></span> </div> <p><span id="wpcf7-5e2454a53a68e" class="wpcf7-form-control-wrap gf-hp-wrap" style="display:none !important; visibility:hidden !important;"><label class="hp-message">Please leave this field empty.</label><input class="wpcf7-form-control wpcf7-text" type="text" name="gf-hp" value="" size="40" tabindex="-1" autocomplete="nope" /></span></p> <div class="formcaptcha"> <div style="margin: 30px 0;"> </div> </div> <p><input type="submit" value="Submit" class="wpcf7-form-control wpcf7-submit" id="submit" /></p> </div> <div class="clear"></div> <div class="wpcf7-response-output wpcf7-display-none"></div></form></div>
Gerstein Fisher
Content Locked
Gerstein Fisher would like to send you periodic email updates. For instant access to this video, please enter your email address into field below. Thank you! Click here to go back.