Gerson Named a Certified Private Wealth Advisor

Blair Hall Advisors is pleased to announce that Thomas H. Gerson, our Managing Partner, has earned a new designation: Certified Private Wealth Advisor® (CPWA®).

The CPWA is conferred only on an elite group of advisors who meet experience and ethics criteria. In addition to satisfying those criteria, Mr. Gerson completed a course of study at the University of Chicago Booth School of Business and passed a rigorous qualifying exam. The credential is organized and accredited by the Investment Management Consultants Association.

Most important is what it means for the clients of Blair Hall Advisors.

The CPWA is the country’s only advanced certification designed for advisors who work with high-net-worth clients on all phases of their financial lives. It provides the clients of Blair Hall Advisors—particularly when their financial concerns are complex—with the assurance that the firm’s advice is based on advanced and up-to-date knowledge about a wide spectrum of wealth-management issues:

  • Asset protection
  • Executive compensation plans
  • Stock options
  • Portfolio management
  • Tax-efficient investing
  • Business ownership
  • Retirement planning
  • Charitable-giving strategies
  • Estate planning
  • Stewardship of family wealth

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