Gershon Morgulis
Gershon is the founder and principal of Imperial Advisory. In this role, Gershon has provided CFO services for companies across a wide range of industries, acting as an advisor to CEOs and CFOs on issues relating to both day-to-day profitability and long-term strategic growth planning. He began his career developing financial projections and working on special projects relating to Nassau County’s $2.7 billion budget, before continuing on to work in the bond industry as both an investment banker and issuer. In addition, Gershon is an Adjunct Professor of Finance at Touro College where he helps mold the next generation of business students.
Gershon received his MBA in Finance from Hofstra University and his B.A. in Business from Fairleigh Dickinson University.
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Bob Doyle
Bob joined Imperial Advisory in 2019 as a Portfolio CFO and became a partner in 2021. He began his career in public accounting and then went on to lead a customer-focused team at CSC ServiceWorks, a top provider of home and commercial laundry and air vending solutions. Over Bob’s 30 years at CSC, the company went from a $50 million family business to a publicly traded, and then private equity backed $1 billion international behemoth. After serving as CFO of CSC, Bob was promoted to CEO, where he more than doubled the company’s size in seven years.
Bob received his B.A. in Accounting and Business Management from Hofstra University and is a licensed CPA in the state of New York.
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Andrew DeFrancesco
Andrew joined Imperial Advisory in May 2022 as a Portfolio CFO with 50 years of experience under his belt. Among that, he had 40 years of success across tobacco, logistics, and supply chain industries. Before joining the Imperial Advisory team, he was a CFO with ‘National Convenience Distributors’ for over 27 years and worked at CPA firms for 18 years. Andrew’s areas of expertise, amongst other professional skills obtained, include private equity, business planning, financial modeling, tax analysis, negotiations, and M&A. Andrew has a reputation for substantially improving business growth and profit.
Andrew received his B.A. in Accounting from Baruch College and is a licensed CPA in the state of New York.
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Barry M. Shereck
Barry received his MBA from Columbia University Graduate School of Business and is a licensed CPA in the state of New York.
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Mark Selawski
Mark joined Imperial Advisory in 2021 as a Portfolio CFO, bringing more than 40 years of experience in finance and business to the group. Mark has spent more than 30 years in the healthcare field, concentrating in small to mid-sized device companies, both private and publicly traded. He has been the Chief Financial Officer of four different companies in the past 25 years and has been instrumental in mergers, divestitures, spinouts, incubation, and acquisitions in each of these companies. He has also been deeply involved in operations, supply chain, product development, and other functions that heavily influence financial planning and resource management.
Mark earned a Bachelor of Science degree with a specialty in accounting from Bowling Green State University.
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Jim Altieri, MBA
Jim joined Imperial Advisory in 2021 as a Portfolio CFO. Jim has 33 years of experience streamlining and reengineering global operations with a background in finance, accounting, and supply chain management. He has held roles as COO and CFO at numerous companies where he implemented ERP systems and sustainable business processes to drive growth while focusing management on developing teams to become adept at delivering scalable business solutions. He has worked extensively in retail and spent five and four years, respectively, in the defense industry and not-for-profit arena. Jim also has international experience having built businesses in Australia, HK, and China.
Jim received his MBA from Boston University.
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Stephen Rupolo
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Shelby Jackson
Shelby joined Imperial Advisory in May of 2022 as a Marketing and Operations Associate. Shelby is a Digital Marketer by trade with a keen eye for graphic design, often designing our one-pagers, social media graphics, and sales presentations. She has been working in Marketing and Visual Communications for 2+ years. The industries she has worked in include Corporate Finance, Non-Profit Organizations, Construction, and Energy. Today she leads our webinar development and manages LinkedIn accounts for our seasoned CFOs. Additionally, she assists our Human Resources, Sales, and Operations Departments.
Shelby received her B.A. in Mass Communication and Design from Texas State University and is HubSpot certified in Digital Marketing.
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