Study Group: Retail Brokerage Services Experts

Council Members in this Study Group: 207

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 Vision

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,...

Mark Steinberg

President
Traibar Associates, LLC

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...

Justin Hupet

Principal & Managing Partner
Four Peaks Capital LLC

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...

Amanda Atkins

Chief Executive Officer
Afinia Capital Group

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

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...

View all Leading Experts in this Study Group

Join this Study Group

Members in this Study Group include these company types:

Consulting Firm
Boutique Private Client Services
Private Client Services
Independent Consulting Firm
Retail Brokerage

Members in this Study Group often have these job titles:

President
Principal
Chief Executive Officer
Director
Consultant
Partner
Account Manager
Owner
Account Executive

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