• Frank Marzano spoke on the panel at the Barron’s Top Independent Advisors Summit in Orlando, FL.

    This year, Frank spoke about Team Development: Leveraging Elite Talent to Generate Business Growth. Barron’s rates the top independent wealth advisory firms every year and invites those in the Top 100 to an annual meeting where there are information sessions with experts across a wide......

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  • GM Advisory Group named, yet again, to America’s Top 1200 Financial Advisors in Barron’s Annual Ranking

    GM Advisory Group has been named, yet again, to America’s Top 1200 Financial Advisors in Barron’s Annual Ranking Covering All 50 States. In August 2016, GMAG was also recognized on Barron’s list of the country’s Top 100 Financial Advisors. Frank Marzano has also been asked to speak......

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  • Eric Bernstein attended the EnCap Annual Investor Conference

    Eric Bernstein attended the two-day EnCap annual investor conference in Phoenix, AZ. The session focused on the macro environment and economic factors currently driving the energy and mineral industry and delved into the most attractive geographies for U.S. investment. Attendees also heard directly ...

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  • GMAG was recognized on Barron’s country’s Top 100 Independent Financial Advisors

    We are extremely proud to share the news that Frank and GM Advisory Group were recognized on their list of the country’s Top 100 Independent Financial Advisors.   Per Barron’s, their ranking of Top 100 Independents reflects a number of factors, including the quality of......

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  • Debra Higgins attended the 2016 Insider’s Forum Conference

    Debra Higgins attended the 2016 Insider’s Forum Conference in San Diego, CA in September.  The conference centered around two key themes, Brilliant Thinking and Communicating.  The Operations profession is undergoing rapid change due to the challenges and opportunities of the advances in technol...

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  • Christine Annibale attended the 2016 Pershing Insite Conference

    Christine Annibale attended the 2016 Pershing Insite Conference in Orlando, Florida in June. This year’s conference featured many influential speakers such as Colonel Jill Morgenthaler, Retired U.S. Army Colonel, George Blankenship, Former Executive at Telsa Motors, Apple and GAP, Neil Blunmenthal...

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  • GMAG Named to 2016 Financial Times 300 Top Registered Investment Advisers 

    GM Advisory Group is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S.   This is the third annual FT 300 list,......

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  • Debra Higgins and Eric Bernstein attended the 2016 NSCP Spring Compliance Conference

    Debra Higgins and Eric Bernstein attended the 2016 NSCP Spring Compliance Conference in New York, NY in May.  This conference addressed current compliance issues, risks, and compliance officer liability.  The conference offered tools for managing regulatory and business risks as well as best pract...

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  • Bruno Fellin attended the Goldman Sachs Conference

    Bruno Fellin attended the three day “Professional Investment Forum” conference from May 11 to May 13 sponsored by Goldman Sachs.  During this conference a number of Goldman Sachs Strategic Investment Teams explored strategies to enhance risk adjusted returns in volatile markets.  The presenter...

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  • Frank Marzano and Frank Balas attended the SALT conference

    In May 2016, Frank Marzano and Frank Balas attended the SALT conference to gather industry knowledge around alternative investing and the broader capital markets. The SALT conference is quickly becoming the premier alternative investing conference held annually. The conference is designed to give pa...

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  • Chris Castellano and Rosemary Timoney earned the CFP®

    The CFP® certification is the recognized standard of excellence for personal financial planning. The CFP® designation identifies professionals who have met the high standards of competency and ethics established and enforced by CFP® Board.   Frank completed courses in financial planning, ins...

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  • Chris Castellano and Kathryn Oliver earned the CPA Designation

    A CPA license is the accounting profession’s highest standard of competence and is an indication of mastering the critical elements of accountancy. Chris will continue to participate in continuing professional education as part of the NY State Board of Accountancy’s requirements. Chris’ knowle...

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  • Frank Balas earned the CFA®

    The CFA Program provides a strong foundation of advanced investment analysis and real-world portfolio management skills.  The CFA Program and its charterholders are dedicated to promoting investor protection, championing ethics and market integrity (including fairness, transparency, and structure i...

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  • Frank and GMAG were Recognized in Barron’s as one of the Country’s Top Advisors

    We are very excited and proud to share the news that in this weekend’s issue of Barron’s, Frank and GM Advisory Group were recognized on their list of the country’s Top Advisors for the second consecutive year.   Per Barron’s, the ranking is a state-by-state......

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  • GMAG attended Markets Group’s Private Wealth New York Forum

    GMAG attended Markets Group’s Private Wealth New York Forum in November 2015, where he participated in a panel discussion on the use of alternative investments across the wealth management industry. This year’s Private Wealth New York Forum featured speakers with expertise in asset allocation, r...

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  • Debra Higgins attended Pershing’s 2015 Insite Conference

    Debra Higgins attended Pershing’s Insite Conference at its new venue in Orlando, Florida in June 2015. This year Pershing’s annual Financial Solutions Conference featured a tremendous line-up of world leaders and influential speakers, including former Secretary of State, Madeleine Albrig...

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