Our clients spend a lifetime building wealth, and we value the trust given to protect and grow that wealth. Princeton Global Asset Management (PGAM) is a partnership formed by a group of professionals with diverse financial services backgrounds whom all share a common vision - to deliver investment excellence always in our client's best interest. Our mission is to provide financial clarity to our clients, create comfort with their investments, and deliver confidence so that the results will enhance the enjoyment of their lives. We use our investment expertise through custom portfolio strategies combined with leading technology, wealth planning, and research capabilities to deliver complete family investment services.
PGAM was established by Paul Gerard and Adolf Herst as a boutique investment firm to serve long-term clients, friends, and family. Paul was a portfolio manager for BlackRock/Merrill Lynch Investment Managers where he headed global and international equity portfolios. Adolf was the founder of A.L. Herst Associates and an executive at Glenmede Trust where he was a pioneer of fee based investing and the fiduciary approach. Together they saw the foundation for a partnership and established PGAM in 2008.
In 2016, looking for long-term consistency and fresh investment perspective, the firm hired Brett Shaver, CFA who had spent his career as a fundamental equity analyst at BlackRock. Rob Kuzniacki then joined the team to help enhance the client experience after spending the last several years working as a consumer advocate for the Registered Investment Advisor (RIA) channel through TD Ameritrade.
As we look to the future, we will continue to rely upon the principles that successfully built the foundation of PGAM. We are proud to be a part of the fastest growing segment of the financial services industry, the RIA channel. Most importantly, the PGAM family feels that it's essential to give back to the local community, and we are active by giving time and resources to various local organizations.