Jerry’s spent his career in financial services working side by side with clients to pursue their financial goals. His holistic approach to wealth management and financial planning seeks to ensure comprehensive solutions, tailored to their needs and objectives. In addition to his MBA in Finance, Jerry leverages 20 years of industry and market experience to bring a comprehensive perspective to portfolio management and to add value when it matters most.
He joined the firm after nearly 15 years with HSBC, where he managed over $125mm in client assets, and continues to run a practice dedicated to needs based planning. When not working with clients, Jerry enjoys time with his wife and son near their home in Westchester, NY. He’s also a fitness enthusiast who loves a good book, and strives to one day break 100 on the golf course.