William J. Krivicich, CFA
Managing Partner, Chief Investment Officer

In a career spanning over 15 years, Mr. Krivicich has become one of the most respected and recognized portfolio managers and Chief Investment Officers among his peers. Mr. Krivicich is a managing partner and the Chief Investment Officer at Montebello Partners, where he is also the lead portfolio manager of the GMG Defensive Beta Fund. Separately, Mr. Krivicich serves as Chief Investment Officer of Gary Goldberg Financial Services, heading the firm’s Strategic Investment Committee and serving on the firm’s Executive Committee. Under his guidance, GGFS has been recognized as one of the premier boutique money management firms in the nation. As Chief Investment Officer and head of the firms Strategic Investment Committee, Mr. Krivicich leads the portfolio management team and the firms research team in developing portfolios based on the Strategic Investment Committees overall macro-economic views. Moreover, as CIO, he is responsible for overseeing the firms security selection process as well as its related due diligence process. Additionally, he is a founding member of Legacy Benefit Assurance Agency, LLC, a highly specialized insurance agency.

 Mr. Krivicich earned his Bachelor’s of Science Degree in Finance from the State University of New York at New Paltz.  In addition, he has earned the right to use the Chartered Financial Analyst designation, one of the most distinguished and highly regarded accreditations in the financial services industry.

Oliver Pursche
Managing Partner

Mr. Pursche is a Managing partner for Montebello Partners LLC, as well as being the General Partner of the firm and being the co-portfolio manager of the GMG Defensive Beta Fund. Separately, Mr. Pursche is also the President of Gary Goldberg Financial Services, where he is a member of the Executive Committee, Investment Committee and Board of Directors.

Mr. Pursche frequently provides market and economic commentary on CNBC and Fox Business News, as well as often being interviewed by Thomson Reuters, Bloomberg Businessweek, and the Associated Press regarding his and the firms views on the latest market news and events. Mr. Pursche's views on the market and investment strategies have been featured in the Wall Street Journal, Investors Business Daily, Smart Money, USA Today and other national business publications. Additionally, Mr. Pursche is a regular contributor to the Financial Times online FTTilt, where he writes a monthly column and serves as a resource to share his perspective and investment strategies with other money managers.

Prior to joining GGFS, Mr. Pursche was Vice President of Sales at Trust Company of America, where he worked closely with various financial institutions to improve their trading, custody and reporting systems. Previously, he spent nearly seven years at Neuberger Berman, where he helped develop the firm's first mutual fund wrap program, and lead the sales efforts of that program to various broker dealers and advisory firms. Earlier in his career, Mr. Pursche was an Investment Representative at PaineWebber.

Mr. Pursche earned his Bachelors degree from Bentley University in Waltham Massachusetts and participated in gradual level course work at the University of Pennsylvania's Wharton School of Business. He holds various securities licenses and is a SEC Registered Investment Advisor. Mr. Pursche is a member of the New York City Ballet's Society in "C", and sits on the Advisor Council Board of Gemini Fund Services. He lives in Fairfield Connecticut with his wife and 3 dogs.

Richard T. Kersting
Managing Partner

Having spent nearly 23 years working with individual and institutional clients, Mr. Kersting has developed an acumen for helping clients understand their needs and developing investment solutions on their behalf. Mr. Kersting is a founding member and Managing Partner of Montebello Partners, LLC and is a co-portfolio manager of the GMG Defensive Beta Fund. Additionally, he is the General Partner and co-founder of Legacy Benefit Assurance Agency, LLC, a highly specialized insurance agency. Separately, Mr. Kersting is the Senior Vice President of Gary Goldberg Financial Services and is a key member of the firms Executive Committee and Strategic Investment Committee. Due to his extensive experience in the financial services industry, Mr. Kersting also heads up the firms mentorship program where he is in charge of developing “young talent”. 

 Prior to joining Gary Goldberg Financial Services in 2005, Mr. Kersting was a branch manager for several NYSE Member firms. Mr. Kersting earned his Bachelor’s Degree in Finance and Economics from the State University of New York at Albany. He lives in Orange County, New York with his wife and 3 sons, where he is a very active member of his community and serves on the boards of local non profit organizations.

Gary M. Goldberg
Managing Partner

Mr. Goldberg is a founding member of Montebello Partners, LLC, and a co-portfolio manager of the GMG Defensive Beta Fund. He is the founder and chief executive officer, and chairman of the board of Gary Goldberg Financial Services.

In addition to serving as GGFS' CEO, Mr. Goldberg is also the host of one of America's longest running daily financial talk shows – Money Matters with Gary Goldberg. As host of the program, Mr. Goldberg interviews some of today's most influential political and business leaders. This gives him, and his firm, a unique advantage to gain first hand insight into his guests' thoughts and feelings about current market and socio-economic conditions.

Mr. Goldberg earned his Bachelor's Degree from Bard College and attended Brooklyn Law School.

1671-NLD-11/12/2010