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Meet the Harbor West Team

Experience...that's how to best describe the Harbor West Management Team. With 25 years in the financial planning and investment industry, we've seen it all and are in a unique place to help you manage your investments, understand your goals and help you achieve the life you want.


    Gerard Gruber, CFP


    Gerard Gruber joined Harbor West (formerly Hayden Wealth Management) in 1997 as the Chief Investment Officer. Gerard has held management positions in a variety of disciplines, including operations, technology and finance. Prior to joining Harbor West, Gerard was an Assistant V.P. at Sims Mortgage Fundng. Gerard received a Bachelor of Science degree in Business Administration from Western Connecticut State University. He is registered as a General Securities Rep and agent, holding several licenses through the Financial Industry Regulatory Authority (FINRA). Gerard is married with one child and lives in Trumbull.

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    Gustavo Soto

    Wealth and Fiduciary Planning Manager/AVP

    Gustavo Soto is the Wealth and Fiduciary Planning Manager/AVP for Harbor West (formerly Hayden Wealth Management). He joined the firm in 2005. Gustavo has extensive experience in investments, money market operations and treasury management in Latin American markets. He obtained his B.S. degree in Economics with a specialization in Finance from La Universidad del Pacifico, Lima Peru. He is currently studying for the CFP designation. In his spare time, Gustavo enjoys playing soccer with his twin kids, Andre & Fabiana.


    Joan Kokoruda

    Client Relationship Manager/AVP

    Joan Kokoruda is the Client Relationship Manager/AVP for Harbor West (formerly Hayden Wealth Management) and has worked with Harbor since 1997. Joan provides a full range of administrative support as well as client services. She is usually the friendly voice you hear on the phone when you call our offices. Joan resides in Trumbull with her daughter, Claudia.

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Regulatory Disclosure: The information on this website has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This website is neither an offer to sell nor a solicitation to buy any securities. Gerard Gruber offers Securities and Investment Advisory and Financial Planning service through Geneos Wealth Management, Inc, Member FINRA/SIPC.  Investments are not FDIC insured. Investments are not deposits of the financial institution and are not guaranteed by a financial institution. Investments are subject to investment risks including loss of principal amount invested.

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