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Global Wealth Managers

Alternative Assets and Legacy Systems, Together at Last

Nobody’s better at making physical and alternative assets work within your systems than us.

  • THE GBI SOLUTION

    Minimal Work. Maximum Return.

    By extending your investment offering, your firm can make client relationships stickier and attract tech- and financially-savvy clients looking for additional diversification, all while generating new revenue through transactional and asset management fees.

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  • Grow Your Client Portfolio

    Alternative Assets Finally Fit for Your Portfolio

    Up until now, the adoption of alternative assets has been clunky, if not impossible. With the GBI Platform, you get a turnkey solution, tailor made for traditional systems—true alternatives that help portfolios perform better.

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  • STORAGE & SECURITY

    Delivering Unregulated Assets with a Regulatory Mindset

    As veterans of the investment industry, we know what it takes to operate in a regulated world. So while alternative assets don't face the same regulatory standards and scrutiny as more traditional assets, that's the way we treat them.

    This means having agency-model liquidity. It means having independently audited storage. It means doing a lot more that alternative asset providers don't – or can't – do. Because that's what you and your clients deserve.

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OUR TEAM

Meet the GBI Team

Your Wealth Management Team

GBI's front line implementation works with advisors, managers, and service providers of all sizes to make adoptive alternatives a smooth experience for you and your clients. Reach out to them for solution guidance, research, and more.

Skip Welsh
Regional Director, Wealth Management Distribution
Andrew Nini
Director, Wealth Management Distribution
Drew Ghysels
Sales Associate, Wealth Management Distribution
Megan Jorgenson
SVP, Wealth Management Distribution

Leadership & Management

Our management team and board process a depth of financial services and technology industry experience, which they bring to bear for our clients.

Steven Feldman
Chief Executive Officer Co-Founder
Eric Schwartz
Chairman of the Board
John Hart
Board of Managers
John Hathaway
Board of Managers
Dan Tapiero
Board of Managers / Co-Founder
Marc C. Scher
President
Peter Custer
Chief Technology Officer
Divnain Malik
Chief Operating Officer
Rohit Gera
Chief Strategy Officer & Head of D2C
Andrea Corejova
Head of Finance
Michael Loew
General Counsel and Chief Compliance Officer
Eric Craig Jr
Global Head of Trading
Phoebe Tseng
Controller
Ryan McLimans
Vice President, Marketing
Daniel Rapaic
Vice President of Technology
Laxman Milli
Vice President of Technology
Jazmine Smaldone
Assistant Vice President
Samantha Kadel Molinari
Director of Customer Success
Jillian Carnival
Senior Operations Specialist
Natallia Vidmant
Operations Specialist
Mariah Francisco
Operations Specialist

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