Gerry has dedicated his entire 28 year career to assisting families achieve long-term financial security. He guides his clients on issues regarding tax, investment management, charitable giving, and issues around legacy and estate planning to ensure that they are financially prepared for the future. In addition, Gerry provides executives with advice on equity compensation and concentrated position strategies. He is also a Corporate Stock Benefit Consultant, a prestigious title awarded to approximately 40 of the firm's more than 7,000 Financial Advisors.
Gerry has a Bachelor's of Science in Accounting from Binghamton University's School of Management and was previously a Certified Public Accountant at Price Waterhouse Coopers. Gerry has also earned the CPWA® designation from the University of Chicago's Booth School of Business.
Outside of work, Gerry enjoys playing golf, traveling, and teaching financial literacy at local high schools. He currently resides in New Jersey with his three daughters and his wife, Jeanne.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY