Managing Director

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Photo of Jon GabrielMr. Gabriel is a seasoned securities and banking executive who combines financial analysis skills with decades of hands on management of investment services businesses inside financial institutions. He has been a senior executive at two savings banks, chief operating officer of the then largest third party broker-dealer supporting financial institutions, and president of two large bank broker-dealers. He has consulted for banks and credit unions on the decision to form a broker dealer as well as a large RIA platform provider and a major clearing firm.

At Kenneth Kehrer Associates, Mr. Gabriel was responsible for the firm's due diligence practice and edited the Kehrer Bank VAwatch. After the acquisition of Kenneth Kehrer Associates he, took a senior position with FinPro, a regional management consulting firm focused on capital markets activity for community banks. While at FinPro, Inc., he served as a managing director responsible for all investment advisory engagements, consulted on asset/liability management and de novo bank formation, and undertook the formation of FinPro's broker/dealer affiliate (which focuses on merger and acquisition advisory services for financial institutions for which he subsequently served as chief compliance officer.

At Kehrer Saltzman and Associates, Mr. Gabriel worked on financial analysis issues, including contributing to the Guide to Growth Series of whitepapers on industry best practices sponsored by Cetera Financial. Most recently he has been the lead analyst in an engagement to evaluate whether a major credit union should form its own broker-dealer. He is now the managing director for Kehrer Bielan Research & Consulting.

Mr. Gabriel has a BA from the University of Pennsylvania and maintains Series 24, 27, and 79 registrations.