Study Group: Discount/Online Brokerage Services Experts

Council Members in this Study Group: 154

This study group may include experts knowledgeable on commercial banking, retail banking, asset management, mortgages, consumer finance, exchanges, capital markets, transaction processing, credit cards, insurance, and business services.

Contact Gerson Lehrman Group to survey or consult with members of this Study Group

Leading institutions connect with members of this Study Group through GLG

Leading Experts in this Study Group

Patrick Young, Founder and Chairman, Derivatives VisionPatrick Young

Founder and Chairman
Derivatives Vision

          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.

Patrick Young is the Chairman of DV Advisors, a securities exchange consultancy. Mr. Young was the Chief Executive Officer of SIBEX, the Sibiu Stock Exchange (Romania), and has over 23 years of experience in derivatives and cash markets focused on ETFs,...

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...

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...

Mark Mariotti, Chief Executive Officer, Future Management Holdings IncMark Mariotti

Chief Executive Officer
Future Management Holdings 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.

Mark Mariotti is Chief Executive Officer at Future Management Holdings, where he leads the efforts of a diversified global holding company. Since 1975, as an acknowledged authority of Information Technology, he has incorporated technology within large...

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...

View all Leading Experts in this Study Group

Members in this Study Group include these company types:

  • Consulting Firm
  • Boutique Private Client Services
  • Independent Consulting Firm
  • Online Brokerage
  • Institutional Asset Management
  • Private Client Services
  • Prime/Institutional Brokerage

Members in this Study Group often have these job titles:

  • Principal
  • President
  • Chief Executive Officer
  • Director
  • Consultant
  • Managing Director
  • Partner
  • Owner