LEADERSHIP TEAM

VISION
We are a global financial recruiting firm specializing in diversifying the financial advisor landscape by incorporating the female perspective.

Meet Our Team

Roger Gershman

Roger Gershman

Co-Founding Partner

Lily Wang

Lily Wang

Co-Founder, Managing Partner

Christine Rios

Christine Rios

Managing Director

Nina Fernandes

Nina Fernandes

Operations Manager

Tula Batochir

Tula Batochir

Executive Assistant