Gershoni & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Matt Hurwitz, Branch Manager serving the New Haven, CT area - Ameriprise Advisors

Matt Hurwitz

CFP®

Branch Manager

CERTIFIED FINANCIAL PLANNER™ professional
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Anita Antoinette Fearon, Financial Advisor serving the New Haven, CT area - Ameriprise Advisors

Anita Antoinette Fearon

Financial Advisor

Visit Anita Antoinette Fearon's website

Team

Sandra J Cassidy

Sandra J Cassidy

Operations Leader

Qualifications

  • BS - Organizational Leadership, Quinnipiac University
  • With the company since 1997
  • Corporate Executive Assistant Certified, Katharine Gibbs College
  • MS Excel Certified

Roles & Responsibilities

  • Office Manager
  • Gershoni & Associates Practice Manager
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Kathleen L. Peacock

Kathleen L. Peacock

Client Service Coordinator

Qualifications

  • With the company since 1992
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