Study Group: Research, Sales, and Trading Consultants in the U.S.

Council Members in this Study Group: 152

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

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...

1 news post(s)
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...

Larry Tabb

Founder & Chief Executive Officer
TABB GROUP LLC
What is a GLG Scholar?|GLG Scholar denotes Council Members with a CouncilRank(SM) in the top 20%.

Larry Tabb is a Founder & CEO at The Tabb Group, a financial markets research and consulting firm focused on helping financial services firms, vendors, and technology integrators better understand, create and execute their technology visions. Subsequent...

Mary Monahan

Managing Partner
JAVELIN STRATEGY & RESEARCH INC.
What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

Mary Monahan is a Managing Partner at Javelin Strategy & Research. Monahan has 10 years of direct financial services industry experience, and her banking background includes extensive managerial experience working with growth businesses, strategizing...

Mark Schwanhausser

Research Analyst
JAVELIN STRATEGY & RESEARCH INC.
What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

Mark Schwanhausser is a Senior Research Analyst at Javelin Strategy & Research. Mr. Schwanhausser covers multichannel financial services, helping banks and credit unions understand how and why consumers manage, monitor and move their money via online...

Join 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
  • Partner
  • Managing Director
  • Director

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