Gershon Morgulis
Founder and Partner, MBA
PROFESSIONAL PROFILE
- Career Highlights: Advancing the education of emerging business leaders.
- Mission: To grow Imperial while empowering our clients and teammates to achieve more—both in business and in life.
- Specialties: Strategic planning, financial modeling industries, nonprofit, homecare, and professional services.
- Education: B.A. in Individualized Studies (FDU). MBA in Finance with honors (Hofstra University).
- Publications: Co-author of: The Book on Bond Finance.
- Favorite Quote: All animals are created equal. some more equal than others - George Orwell.
CAREER JOURNEY
Gershon is the founder and principal of Imperial Advisory, a financial advisory firm providing enterprise clients with outsourced-CFO services, as well as financial and strategic planning services.
Since founding Imperial, Gershon has served clients across a diverse range of industries and sizes. Companies ranging from pre-revenue startups to industry stalwarts with revenues of $1 billion have called on Gershon to provide them with guidance, strategy, and insight into capital raising, profitability and cash flow analysis, and investments in long term business growth.
Gershon began his career as a financial analyst for the Nassau County Treasury where he helped manage cash flow, debt, infrastructure, ratings and special projects relating to the county’s $2.7 billion budget. He continued on to join the investment banking & origination team at FTN Financial before taking the role of Assistant VP of Bond Finance at the NY State Housing Finance Agency, where he worked on issuance and analytics for the State’s multi-billion– dollar real estate bond portfolio.
Gershon also served as an Adjunct Professor of Finance at Touro College and has been a visiting lecturer at Hofstra’s Graduate School of Business. He is also a contributor to Oxford University Press’s recent book on Fixed Income Markets.
Gershon earned a BA with a concentration in Business from Fairleigh Dickinson University and an MBA in Finance with distinction from Hofstra University.