There are two parallel paths to portfolio management at Kershner, Grosso & Company. The first is to exceed our client’s expectations regarding service and the second is the disciplined management of client assets.
Years In Business
Client Investments
Client Retention Rate
Kershner, Grosso & Co (KGC) was founded in 1979 by Chris Grosso and his former partner Thomas Kershner. Chris built KGC from scratch, and he prides himself on the firm's independent research and intuitive investments. Tim Fontaine, a Certified Financial Planner®, joined the team in 2019 as a principal client liaison. Tim focuses on the overall financial picture of our clients, and he brings a unique perspective and personal touch to the business. Together, with colleagues Gabrielle Hoyt and Vicki Bush, the firm has flourished, growing to over $450 million in managed assets.
Kershner, Grosso & Co has maintained offices in the historic Collamer Building, right in the heart of Downtown Saratoga Springs, for the past 35 years.