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GYL Financial Synergies Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

GYL Financial Synergies is an independent fiduciary registered investment advisory firm in the financial services industry. Headquartered in Hartford, Connecticut, the firm traces its origins to 2014, when it started as Goldberg, Yolles & Lepore and later adopted its current name to reflect its standalone structure. It serves individuals, families, and institutions by designing customized investment solutions and offering access to a broad universe of investment vehicles, all delivered with personalized attention in a transparent setting. The firm joined the Focus Financial Partners network, a collaboration that provides additional resources, research capabilities, and technology through its member firms.

In July 2024, GYL Financial Synergies announced a new initiative focused on reinforcing its client-first principle. This development illustrates the firm’s ongoing evolution within the independent wealth-management landscape to enhance services for its clients.

Find GYL Financial Synergies employees' phone numbers or email addresses

GYL Financial Synergies Global Highlights

Location
Employees

North America
49

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  • United States Of America
    49

Asia
1

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  • India
    1

GYL Financial Synergies's Leadership

  • President at GYL Financial Synergies
    R. M.
    President
    Mobile Phone
  • Director Of Private Client Services at GYL Financial Synergies
    A. V.
    Director Of Private Client Services
    Mobile Phone
  • Managing Director at GYL Financial Synergies
    C. M.
    Managing Director
    Mobile Phone
  • Managing Director at GYL Financial Synergies
    J. F.
    Managing Director
    Mobile Phone
  • Managing Director & Senior Wealth Advisor at GYL Financial Synergies
    J. M.
    Managing Director & Senior Wealth Advisor
    Mobile Phone
  • Director Of Hr & Operational Development at GYL Financial Synergies
    R. G.
    Director Of Hr & Operational Development
    Mobile Phone
  • Director Of Human Resources And Operational Development at GYL Financial Synergies
    R. G.
    Director Of Human Resources And Operational Development
    Mobile Phone
  • Senior Wealth Advisor at GYL Financial Synergies
    A. D.
    Senior Wealth Advisor
    Mobile Phone

GYL Financial Synergies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Business
  • Other

Contact profiles from GYL Financial Synergies

Name
Title
Contact
Location
Last Update
  • President at GYL Financial Synergies
    R. M.
    President
    Mobile Phone
    Jun 20, 2025
  • Director Of Private Client Services at GYL Financial Synergies
    A. V.
    Director Of Private Client Services
    Mobile Phone
    Oct 16, 2024
  • Managing Director at GYL Financial Synergies
    C. M.
    Managing Director
    Mobile Phone
    Jun 08, 2026
  • Managing Director at GYL Financial Synergies
    J. F.
    Managing Director
    Mobile Phone
    Oct 23, 2024
  • Managing Director & Senior Wealth Advisor at GYL Financial Synergies
    J. M.
    Managing Director & Senior Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Director Of Hr & Operational Development at GYL Financial Synergies
    R. G.
    Director Of Hr & Operational Development
    Mobile Phone
    Aug 17, 2026
  • Director Of Human Resources And Operational Development at GYL Financial Synergies
    R. G.
    Director Of Human Resources And Operational Development
    Mobile Phone
    May 01, 2026
  • Senior Wealth Advisor at GYL Financial Synergies
    A. D.
    Senior Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Senior Wealth Advisor at GYL Financial Synergies
    A. R.
    Senior Wealth Advisor
    Mobile Phone
    Oct 22, 2024
  • Senior Wealth Advisor at GYL Financial Synergies
    A. J.
    Senior Wealth Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is GYL Financial Synergies known for?

Minus sign iconPlus sign iconGYL Financial Synergies was founded in 2016 and operates in the Financial Services industry. You can contact GYL Financial Synergies's main corporate office by phone at
+1-860-206-****
. Explore GYL Financial Synergies's company overview page for more information.

What is GYL Financial Synergies's most common email format?

Minus sign iconPlus sign iconGYL Financial Synergies employees' email format typically follows the pattern of FLast@gylfinsyn.com. Trying to find reliable and up-to-date employee contact data? Find more GYL Financial Synergies email formats with LeadIQ.

How many employees does GYL Financial Synergies have currently?

Minus sign iconPlus sign iconGYL Financial Synergies has approximately 17 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are GYL Financial Synergies's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, GYL Financial Synergies's key employees include:

  • President: R. M.
  • Director Of Private Client Services: A. V.
  • Managing Director: C. M.
  • Managing Director: J. F.
  • Managing Director & Senior Wealth Advisor: J. M.

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