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Biography

Gary is a Partner Emeritus in the Los Angeles office.

Prior to joining Cerity Partners, Gary was the Chief Investment Officer, a Managing Director and Principal at Covington Capital Management. He also co-founded the firm and served on its’ management committee. Gary was responsible for directing strategic policy and managing the investment team. He also worked closely with clients and served as a portfolio manager. With over 40 years in the financial services industry, Gary was previously Managing Director and portfolio manager for U.S. Trust in Los Angeles.

A veteran of the U.S. Navy, he served during the Vietnam War in Adak, Alaska and Guam, in the specialty field of satellite communications. Gary has applied the discipline and leadership skills he developed in the military to manage and grow the firms he has worked at. He is passionate about coaching youth basketball and instilling coach John Wooden’s Pyramid of Success.

Learn more about my practice.

Education

  • B.A. in Finance from California State University, Fullerton
  • MBA in Finance from California State University, Fullerton
  • Pacific Coast Graduate School of Banking and Finance, University of Washington

Highlights

  • Chartered Financial Analyst (CFA)
  • CERTIFIED FINANCIAL PLANNER®
  • Member of the CFA Society of Los Angeles
  • Member of the CFA Institute
  • Previous Board Member for CAUSE (Center for Asian Americans United for Self)
  • Previous Athletic Council Member for the Whittier Area Community Church
  • Member of the Financial Planning Association of Orange County
  • Volunteer PIH Hospital Whittier

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.