Prior to joining Cerity Partners, Gary was the Chief Investment Officer and Wealth Management Practice Leader for Blue Prairie Group where he was responsible for defining, articulating and overseeing the implementation of Blue Prairie Group’s prudent investment research processes and its planning-first approach to wealth management. He began his financial services career as an Executive Vice-President at Morningstar, Inc. and the head of their Institutional Services Group. He also spent time at other financial institutions honing his skills as an analyst, portfolio manager and wealth advisor.
Gary earned his Master of Business Administration from Harvard University and his Bachelor of Arts degree in Economics and Computer Science from Vassar College. He holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. Gary has served on the faculty of Northwestern University’s Kellogg School of Management, Chicago, IL, and City University of Seattle’s foreign MBA program taught in Beijing, China.