Hero picture
Registered Investment Advisors

Unique Asset Class for Independent Minded Investors

RIAs need a compelling investment offering that attracts new clients and prevents them from “trading away”.

GBI enables the integration of physical precious metals into a client investment account while being treated “above the line” for AUM.

  • BENEFITS OF PRECIOUS METALS

    Compete with the Majors

    Most of the world’s leading wealth managers offer a physical precious metals program to their clients. With GBI, your clients can have all of the capabilities of a bullion bank, owning actual gold and silver coins and bars, which are securely stored and insured in world-class vaults and available for delivery upon request.

    Intro picture
  • SECURITY & OWNERSHIP

    Direct Ownership. Complete Control.

    With GBI, your clients gain direct ownership of physical precious metals, offering them complete control over their investments. These assets are stored FBO (For the Benefit of) your clients in top-tier vaulting and custodial facilities, ensuring competitive pricing and fast execution through connections to deep liquidity markets, and home delivery.

    Intro picture
  • PHYSICAL METALS

    Attract Advisors from the Majors

    Inasmuch as many major wealth management firms have a physical precious metals program (often administered by GBI), they expect to have access to that program at independent shops. This allows them to move existing assets as well as serve their preferred portfolio model.

    Intro picture
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

The next step? Request more info.

See our platform and learn the countless benefits of working with GBI.
This field is for validation purposes and should be left unchanged.