ABOUT US

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

To qualify for the Financial Times’ “Top 400 Advisors” list, advisers must have ten years of experience and at least $200 million in assets under management (AUM). Qualified advisers are then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. Barron’s “Top 1200 Financial Advisors” rankings are presented on a state-by-state basis and compiled using a range of performance and community service-based criteria, including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Advisors on REP Magazine’s “Top 40 Wirehouse Advisors Under 40” list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Advisors must be under the age of 40 as of August 2013.

Florence Capital Advisors seeks to provide an enhanced, client-focused business model within the wealth management industry represented by advanced thought leadership, extensive reach, and innovation. Celebrating the birthplace of this era with its moniker, Florence Capital Advisors will come to signify the renaissance of the family wealth advisor through an enlightened and progressive approach to achieving exceptional service and performance for our clients.

COLLABORATION AND PARTNERSHIP

We are your advisor, but as critical, your collaborator in all things important to achieving your financial goals. As such, trust, absolute objectivity and integrity are cornerstones of our relationship as your fiduciary.

DEEP EXPERTISE

With nearly 15 years of experience, Founder and CEO Greg Hersch has established himself as a renowned money manager and wealth advisor, offering proven expertise for clients seeking to grow capital, as well as for those looking to protect capital and preserve wealth. The firm is especially adept at effecting tax-efficient planning strategies, helping entrepreneurs raise early stage growth capital and advising owners on financial impacts of sale, merger or initial public offering of their companies.

EXTENSIVE NETWORK

We have the ability to source unique investment opportunities for clients through an established, expansive – and now growing – network of opportunity. Direct access to the industry’s full complement of financial products and services enables us to offer our clients opportunities in all the world’s major capital markets, private markets and from leading financial, advisory and professional services firms. Capitalizing on a vast network of connections in the world of finance ensures clients access to the most sophisticated thought leaders and specialized finance professionals in the industry today.

OBJECTIVE ADVICE

Because we are independent advisors, our recommendations are objective, transparent and free from outside influence. As fiduciaries, we hold our clients’ interests first and foremost above everything else we do. The philosophy we embrace in forging our clients’ financial plans is no different from that which we apply to our own.

EXCEPTIONAL SERVICE

One of the key reasons for independence is to be free of corporate limitations and able to focus completely and exclusively on client well-being. Florence Capital Advisors places an emphasis on elite service, the capacity to listen to our clients, translate their needs into structured solutions and execute flawlessly for long-term performance.

LONG TERM PERSPECTIVE

As our relationships last for years, so does our investment approach. Our goal is to design strategies and diversify portfolios to reduce risk, enhance return and maximize stability over the long-term. We believe the best strategies are those that are thoughtful and forward looking, measured not in days or months, but in years.

Mission
Gregory A. Hersch

A new model in individual wealth and investment management

To provide highly attentive wealth management services, including a comprehensive range of compelling investment and advisory solutions, which strive to deliver exceptional risk-adjusted returns throughout a market cycle.

Supported by our rigorous and disciplined due diligence process, we present clients only the most attractive opportunities across the investment spectrum. As an independent firm, we have built a platform that is highly differentiated and transparent. In all we do, we promise clients unconditional objectivity, integrity, and alignment of interests.

Gregory A. Hersch, CIMA®

Founder and CEO
575 5th Avenue, Floor 15
New York, N.Y. 10017
212-202-3295

Greg Hersch brings over 15 years of investment and wealth management experience to the firm. As a well-known client advocate and trusted advisor, he has helped his clients weather challenging financial markets and maximize opportunities in times of market growth. His advisory experience has proven essential to entrepreneurs seeking early stage growth capital and wealth management strategies upon liquidity events. For business owners considering sales, mergers and IPOs Greg couples advisory acumen with deep knowledge of how to best structure these transactions in order to protect and transfer wealth.

As Florence Capital CEO, Greg guides the overall strategic direction of the firm and sets the vision for excellence in client relationships. Using his own family and personal capital as the model, Greg directs the team on investment strategy, including asset allocation, product selection, due diligence and both traditional and alternative investments.

With several recognition awards, including Financial Times’ “Top 400 Advisors” for three consecutive years (2013, 2014, 2015), Barron’s “Top 1200 Financial Advisors” (2014, 2015), and REP. Magazine’s “Top Ten Wirehouse Advisors Under 40” (2015), among others, Greg has established himself as a trusted, industry-leading advisor both with his clients and in the financial services industry as a whole.

Prior to founding Florence Capital, Greg was a Senior Vice President with UBS Financial Services and Vice President with Smith Barney. A Certified Investment Management Analyst®, Greg earned his B.A. Degree in History at Georgetown University.

An avid volunteer at a young age, Greg started serving in the community when he was just 13, inspired by his mother’s volunteer work. He has served on the Board of Trustees of the Kips Bay Boys & Girls Club for more than 10 years and is also the former chair of its Investment Committee for endowment and scholarship funds.

A highly sought after board member, Greg currently sits on the Board of Directors for two private enterprises: HALO Maritime Defense Systems, a maritime security company, and Modern Guild, a mentoring organization that focuses on career preparation for college and high school students.

Outside of his work at Florence Capital, Greg is an accomplished golfer and member at Quaker Ridge Golf Club. He lives in Manhattan with his beloved Labrador retriever, Bear, and enjoys travel, golf, yoga and playing the guitar.