Richard Kersting - Executive Vice President

After spending nearly 23 years working with individual and institutional clients, Mr. Kersting developed an acumen for helping clients understand their needs and developing investment solutions on their behalf. Mr. Kersting is the Executive Vice President of Gary Goldberg Financial Services and is a key member of the firms Executive Committee and Strategic Investment Committee. Due to his extensive experience in the financial services industry, Mr. Kersting also heads up the firms mentorship program where he is in charge of developing “young talent.”  Separately, Mr. Kersting is a founding member, co-portfolio manager, and Managing Partner of Montebello Partners, LLC, an institutional asset management firm focused on managing institutional and mutual fund portfolios. Additionally, he is the General Partner and co-founder of Legacy Benefit Assurance Agency, LLC, a highly specialized insurance agency.

Prior to joining Gary Goldberg Financial Services in 2005, Mr. Kersting was a branch manager for several NYSE Member firms. Mr. Kersting earned his Bachelor’s Degree in Finance and Economics from the State University of New York at Albany. He lives in Orange County, New York with his wife and 3 sons, where he is a very active member of his community and serves on the boards of local non-profit organizations.

 

 

 

 

 

 

 

 

 

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