Gregg S Fisher

Early life and education

Gregg holds a degree in finance from the State University of New York at Buffalo and obtained a certificate in financial planning from New York University. He has also studied at the University of Pittsburgh's Center for Fiduciary Studies.

Career

Gregg grew up working with his uncle, Ed Gerstein, in a family-owned accounting business that was started in 1977. This experience inspired Gregg to make Gerstein Fisher one of the first investment firms to integrate clients' tax considerations into their investment strategies, with a view toward maximizing their after-tax investment returns. When Gregg founded Gerstein Fisher, he included his uncle in the company name as a tribute to Mr. Gerstein, and the formative experiences working with him that laid the foundation for Gregg's own career.

Gregg founded Gerstein Fisher, headquartered in New York City, in 1993 based on a vision of offering a quantitative investment management approach grounded in sound economic theory and more efficiently implemented through technology. Today the firm embodies that vision and continues to reflect Gregg’s commitment to ongoing research and quantitative, factor-based investing.

Throughout his career, Gregg has worked to bridge the gap between academic theory and real-world investment practice. He has spearheaded research projects on areas of study including the efficacy of momentum and valuation models, tax-efficient investing, the impact of investor behavior on investment returns, and the persistence of certain investment factors across global equity markets. In 2009 he formalized the firm’s collaboration with a select circle of noted academics by establishing the Gerstein Fisher Research Center.

A CFP and CFA charter holder, Gregg is a member of the CFA Institute, the New York Society of Security Analysts (NYSSA), and the Institute for Quantitative Research (the Q Group). in Finance.

Gerstein Fisher Research Center

The Gerstein Fisher Research Center serves as a forum for ongoing feedback loop between Gerstein Fisher’s Investment Research Team and a select circle of leading finance, risk, and economics professors from prestigious academic institutions who share common areas of research inquiry. The Center’s mission is to investigate critical issues in finance and risk faced by individual investors through pioneering research that brings an academic theory to bear on contemporary financial practice. Through the Center, Gregg has partnered with leading academics in the areas of behavioral finance, risk engineering and economics to research topics including the phenomenon of momentum in both domestic and international equity markets, and the replication of hedge fund returns through more liquid, transparent investment strategies and the practical applications of risk parity optimality. Several of these studies have been published in academic and industry journals including The Journal of Wealth Management and Risk and Decision Analysis.

Gregg has served as an adjunct professor teaching a graduate course in Investment Management at the NYU Tandon School of Engineering at New York University (formerly NYU Polytechnic) and has guest lectured at Columbia University’s Graduate School of Business and the University of Buffalo, among other institutions.

Philanthropy and boards

He is an active member of Vistage International, which specializes in executive leadership development and CEO coaching and the Young Presidents' Organization (YPO), a global non-profit organization made up of company leaders from 100 countries. A strong believer in continuing education, Gregg is also a multiple-year participant in Harvard Business School's YPO President's Program. He is a member of TIGER 21, a peer-to-peer learning network for high net worth individuals that collectively manages more than $40 billion in member assets. Through Gerstein Fisher's Research Scholars program, Gregg also supervises research projects worked on by top graduate students within the Finance and Risk Engineering (FRE) program at the NYU Tandon School of Engineering, the State University of New York at Buffalo's School of Management's department of Finance and Managerial Economics, and the University of Texas at Austin McCombs School of Business Practicum in Finance.

Active in community service, Gregg is a board member of Alumni & Friends of LaGuardia High School, which manages an endowment to provide financial assistance to students of the renowned New York City-based performing arts school; Carnegie East, a facility for older adults who need assistance with daily living activities; the Jim Jacobs Charitable Foundation, Inc., a private grantmaking organization; and Community Resource Exchange, a nonprofit management consulting firm that works to make New York City's nonprofit organizations stronger and more effective. He is also involved in fundraising and assisting with charitable giving strategies for not-for-profit organizations including the DOME Project. In 2009 Fisher received the Catalog For Giving’s Impact Award, which honors a philanthropist who has made a significant impact in helping deserving youth in New York City surmount the many obstacles they face through charitable involvement that goes above and beyond financial support to leverage the full extent of his or her talent, vision and resources.

Awards and recognition

The following is an incomplete list of awards and recognition for Gregg Fisher:

Selected publications