Leading Experts in Retail Brokerage Services Experts

Amanda Atkins, Chief Executive Officer, Afinia Capital GroupAmanda Atkins

Chief Executive Officer
Afinia Capital Group
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Amanda Atkins is Chief Executive Officer of Afinia Capital Group. Afinia, backed by Deutsche Bank, Eos, and Atkins Capital, assists insurance companies release capital and streamline mature or discontinued liabilities. Concurrently, she is CEO of Atkins...

Jordan Balkany

Managing Director
Larkin Capital
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Jordan Balkany is a Managing Director at Larkin Capital, an asset management and financial services consulting firm. Larkin offers research and advisory services on market structure, exchange traded funds (ETFs), high frequency trading, and electronic...

Geoffrey Bobroff, President, Bobroff Consulting Inc.Geoffrey Bobroff

President
Bobroff Consulting Inc.
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Geoffrey Bobroff is President at Bobroff Consulting, a Rhode Island-based mutual fund consultant and advisory firm. Mr. Bobroff has over 35 years of experience in the asset management business. Bobroff Consulting advises clients that offer packaged financial...

Bill Borkovitz, Partner, Banyan Financial PartnersBill Borkovitz

Partner
Banyan Financial Partners
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Bill Borkovitz has 25+ years of experience including executive and board of director positions in Mortgage Insurance and other debt based firms. As a former series 7 licensed executive at Fidelity Investments, he has a well rounded view of the debt and...

Lisa Curran, Principal, Perspicua Strategic PartnersLisa Curran

Principal
Perspicua Strategic Partners
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Lisa Curran, CFA, is President of Perspicua Strategic Partners, an independent management consulting firm. Ms. Curran was previously Director of Strategic Planning at the Chicago Mercantile Exchange (CME) where she managed a team responsible for developing...

Stanley Fortgang, Founder and Managing Partner, Etzion Consulting GroupStanley Fortgang

Founder and Managing Partner
Etzion Consulting Group
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Stanley Fortgang is the Founder and Managing Partner of Etzion Consulting Group, a consulting and legal expert firm specializing in fixed-income. Mr. Fortgang’s over 25 years of experience at First Boston, Goldman, Morgan Stanley and Jefferies provide...

Barbara Fraser, Former SVP, Global Brand Strategy, AMERICAN EXPRESS COMPANYBarbara Fraser

Former SVP, Global Brand Strategy
AMERICAN EXPRESS COMPANY
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Barbara Fraser was Senior Vice President, Global Brand Strategy for American Express; she was one of the company's top 50 executives until her retirement in August 2006. During her five years at American Express, Ms. Fraser also served as Executive Vice...

Justin Hupet

Principal & Managing Partner
Four Peaks Capital LLC
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Justin Hupet is the Principal and Managing Partner at Four Peaks Capital LLC. Headquartered in Canada, Four Peaks Capital is a premier financial market research and advisory firm specializing in capital markets, investment, and financial and business...

Josh Levy

Managing Director
Tactical Asset Management
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Josh Levy is the Managing Director of Tactical Group Holdings (www.Tactical-Group.com) and Tactical Asset Management, a Foreign-Exchange investment advisory and algorithmic proprietary trading firm, which he founded in 2004. Mr. Levy has over 18 years...

Mark Steinberg, President, Traibar Associates, LLCMark Steinberg

President
Traibar Associates, LLC
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Mark Steinberg is President of Traibar Associates and has 38 years of experience in financial and insurance services at executive levels. Mr. Steinberg has consulted with investment managers, hedge funds and professional services firms. He has the ability...

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Leading institutions connect with members of the Financial & Business Services councils through GLG