George Michael Gerstein

Co-Chair, Fiduciary Governance

ggerstein@stradley.com

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George Michael Gerstein

Overview

George Michael Gerstein advises financial institutions on the fiduciary and prohibited transaction provisions of ERISA. As co-chair of the fiduciary governance group, he assists clients with tracking, and understanding, the numerous fiduciary developments at the federal and state levels, including the rules and regulations of governmental plans. He also advises clients with respect to the fiduciary duty implications of ESG investing.

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Credentials

Bar Admissions
  • District of Columbia
  • Massachusetts
  • Pennsylvania
Education
  • J.D., University of Pennsylvania Law School
  • B.A., Dickinson College
  • Certification in Business and Public Policy, The Wharton School of the University of Pennsylvania
Memberships

  • Chair, Legal & Regulatory Council for the Association of Institutional INVESTORS

Publications

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News

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Upcoming Presentations

Recent Presentations See All

Speaking Engagements

  • Presenter and Moderator, “ESG Considerations for ERISA Fiduciaries,” Fi360 National Conference
  • Panelist, “What You Don’t Know Can Hurt You: Governance and the Evolving Role of DC Plan Sponsor as Fiduciary,” Pensions & Investments 401(k)/403(b) Investment Lineup Conference
  • Presenter, DOL Fiduciary Operational Group of the American Bankers Association
  • Panelist, “Regulatory/Litigation Update,” Best of PLANSPONSOR National Conference
  • Speaker, “The DOL, the SEC and the States: Fiduciary Law Developments,” Stradley Ronon Briefing on Fiduciary Law Developments
  • Presenter, “DOL Fiduciary Rule and State Fiduciary Law Developments,” Stradley Ronon’s Investment Management Group Regulatory Update CLE Seminar
  • Speaker, “Environmental, Social, and Governance (ESG) for Compliance Officers,” ACA Compliance Group Compliance Conference
  • Panelist, “The DOL Fiduciary Rule: Done Deal or More to Come?” Institutional Investors Roundtable for Consultants and Institutional Investors
  • Panelist, “DOL Rule and Litigation Update Panel,” AllianceBernstein Retirement Solutions Forum
  • Presenter, “Emerging Trends in the Asset Management Industry,” The Chicago Bar Association’s Securities Law Committee
  • Presenter, “US Department of Labor’s Fiduciary Rule and Similar State Law Developments,” American Bankers Association
  • Panelist, “DOL Fiduciary Rule,” Association of Institutional INVESTORS’ Market Practices Council Roundtable and Reception
  • Speaker, “DOL Fiduciary Rule Compliance Strategies & Action Items – June 9 and Beyond,” Stradley Ronon Investment Management Briefing
  • Speaker, “DOL Proposed Delay of the Controversial Fiduciary Rule and Next Steps,” Stradley Ronon Investment Management Briefing
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