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Wealth Management

Precious Metals in Your Legacy System, at Last

Empower your wealth management strategy with GBI’s cutting-edge platform, designed to seamlessly integrate physical gold into your trading system and investment alternatives. Attract discerning investors seeking to diversify their portfolios and enhance resilience against market volatility.

  • THE GBI SOLUTION

    Minimal Effort. Maximum Impact.

    Enhance your investment offerings and cement client relationships with physical precious metals provided by GBI. Our platform caters to financially sophisticated clients seeking diversified investment options, helping your firm attract new clients and generate additional revenue through transactional and asset management fees.

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  • Grow Your Client Portfolio

    Seamless Integration of Physical Precious Metals

    Transform the way you incorporate physical precious metals into client portfolios. GBI offers a turnkey solution, seamlessly compatible with traditional systems, enabling true diversification that can significantly enhance risk adjusted portfolio performance.

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  • STORAGE & SECURITY

    Regulatory Rigor for Unregulated Assets

    Our team has decades of experience in the heavily regulated investment industry and apply the same rigorous standards to physical precious metals. This includes providing agency-model liquidity, ensuring secure and independently audited storage, and maintaining the highest operational standards—far beyond what typical precious metals providers offer.

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OUR TEAM

Meet the GBI Team

Your Partners in Wealth Management

Our dedicated sales team is committed to supporting wealth advisors as they tend to their underlying clients. This includes insightful research, recommended allocations and other comprehensive support designed to enhance both the advisor and client experience.

Andrew Nini
Director, Wealth Management Distribution
Skip Welsh
Regional Director, Wealth Management Distribution
Larry Moore
Larry Moore
Regional Director, Wealth Management Distribution
Erik Brown
Regional Director

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
Levent Kutoglu
Head of Finance
Michael Loew
General Counsel and Chief Compliance Officer
Eric Craig Jr
Global Head of Trading
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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