Richard Kersting

Professional Experience

Senior Vice President, Gary Goldberg Financial Services

Managing Partner, Montebello Partners, LLC

Co-Portfolio Manger, The GMG Defensive Beta Fund

Co-Founder, Legacy Benefit Assurance Agency, LLC

Having spent nearly 23 years working with individual and institutional clients, I have developed an acumen for helping clients understand their needs and developing investment solutions on their behalf. I am the Senior Vice President of Gary Goldberg Financial Services and a key member of the firms Executive Committee and Strategic Investment Committee. Due to my extensive experience in the financial services industry, I also head up the firms mentorship program where I am in charge of developing “young talent”. Separately, I am 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, I am 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, I was a branch manager for several NYSE Member firms. I earned my Bachelor’s Degree in Finance and Economics from the State University of New York at Albany.