Study Group: Research, Sales, and Trading Consultants (US)

Council Members in this Study Group: 296

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

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...

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...

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...

Andrew Wilcox, Managing Principal, Shareholder Service Solutions, Inc.Andrew Wilcox

Managing Principal
Shareholder Service Solutions, 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.

Andrew (Andy) Wilcox is the Managing Principal of Shareholder Service Solutions, Inc., a specialized consultancy he founded in June 2006. The firm enables corporations to achieve best practices with their stock transfer and related services (contract...

Martin Kamarck

Principal
MAKO Consulting 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.

Currently a Principal of Elanus Capital Management, an alternative asset manager specializing in bank "reg cap" trades; responsible for underwriting and due diligence strategies. As principal of MAKO Credit Risk Consulting, advised 50+ clients. Recent...

View all Leading Experts in this Study Group

Members in this Study Group include these company types:

  • Consulting Firm

Members in this Study Group often have these job titles:

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