Aleksandr Gersh
Certified Financial Planner (CFP) with 15 years of experience in investment and wealth management.
Head of Investment Department at a U.S.-based brokerage firm.
Advising over 130 investors across the U.S.

Telegram: @agersh1
WhatsApp: +1 939 320 51 43
Email: aleksandr.gersh@stock-core.com
My services
For private clients
I offer comprehensive investment support tailored to individual goals, financial situations, and risk tolerance.
Key services include:
– Personalized investment strategy
– Active and long-term portfolio management
– Capital preservation and risk control
– Tactical asset allocation and rebalancing
– U.S. and international market access
– Day trading support (when applicable)
– Transparent reporting and ongoing support
For commercial clients
I work with companies, funds, and financial departments, offering independent investment consulting and strategic capital management.
Services include:
– Institutional portfolio structuring
– Asset allocation and risk analysis
– Liquidity management
– Market entry strategies (U.S. and EU)
– External investment desk support
– Long-term capital planning
– Discreet strategic advisory for executive-level decisions
Solutions are tailored for private firms, family offices, and financial institutions looking to optimize their capital and investment exposure.
Contact me
Work experience and practice
I have over 15 years of experience in finance and investment management.
Key positions:
🔹 2017 – Present

Head of Investment Department, U.S.-based brokerage firm
— Managing investment strategies for over 130 clients across the U.S. and Europe
— Supervising a team of analysts and portfolio managers

🔹 2011 – 2017

Senior Investment Advisor, Deutsche Bank
— Structured solutions for high-net-worth clients
— Specialized in cross-border investment products

🎓 Education:
— Master's in Business, Prague University of Economics
— Master's in Economics, Geneva School of Finance
Consultation Tiers
One-Time Consultation

Portfolio review, strategy outline, and tailored recommendations. Ideal for independent investors needing direction.
Advisory Support
Ongoing strategic updates, regular consultations, and market monitoring. Suitable for long-term planning and asset growth.
Private Mandate / Family Office

End-to-end investment management, access to exclusive instruments, long-term capital strategy, and full oversight.
In this video, I’m showing you all of my official financial licenses and certifications — including CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst).

I believe in full transparency. As a financial professional with over 15 years of experience in wealth management and investment strategy, it’s important for me to show you exactly who I am and why I can be trusted.

🔒 Trust starts with proof.
📈 Work with someone who’s certified — and committed.
Aleksandr Gersh Official License
Licenses & Certifications
CFA Institute
CFA Institute is a global organization that awards the prestigious Chartered Financial Analyst (CFA) designation — a mark of excellence in investment management, asset analysis, and financial expertise.
Private Investment Analysts Association
Certificate of Excellence is awarded for outstanding knowledge and professional skills in private investment analysis. It recognizes advanced expertise and achievement in the field.
CFP (Certified Financial Planner)
CFP (Certified Financial Planner) is a globally recognized certification for financial advisors. It proves expertise in financial planning, investing, taxes, and risk management.
Levinson Capital Group
Letter of Appreciation is an official recognition for valuable contribution or successful collaboration in the field of investment or financial advisory.
Financial Planning Excellence Certificate
awarded for exceptional expertise in financial planning. Recognizes strong analytical skills, strategic thinking, and deep understanding of financial markets, along with high standards of professionalism.
Business Financing Solutions Certificate
awarded for outstanding achievement and deep expertise in capital management, investment strategies, financial planning, and innovative financing solutions for businesses.
Photo Portfolio
  • Switzerland / Швейцария
    Family is an essential part of Alexander's life. His wife and mother have always supported him throughout his personal and professional journey. Their care, wisdom, and encouragement have been instrumental in shaping his success in the global investment field.
  • Саудовская Аравия | Crypto Summit 2024
    Alexander took part in a private meeting with members of Saudi Aramco's investment division during the Crypto Investment Summit 2024 in Saudi Arabia. The discussion focused on asset tokenization, digital infrastructure, and investment strategies across emerging markets.
  • Дублин, Ирландия
    Cars and motorsport are one of Alexander’s hobbies. This photo was taken in Dublin next to an FXPro racing car during a track day. It’s a hobby that reflects his focus and drive — both on the road and in investments.
RU:
Спасибо, что уделили время и узнали больше обо мне и моем подходе к инвестициям.
Я работаю с каждым клиентом индивидуально, предлагая не просто управление капиталом, а долгосрочное партнёрство, основанное на доверии, прозрачности и результатах.
Если вы ищете надёжного финансового проводника в мире инвестиций — буду рад обсудить, как я могу быть полезен именно вам.

EN:
Thank you for taking the time to learn more about me and my investment approach.
I work with each client personally, offering not just capital management, but a long-term partnership built on trust, transparency, and results.
If you’re looking for a reliable financial guide in the world of investments — I’ll be glad to discuss how I can help you achieve your goals.
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