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Gerry is a Partner in the Orange County office and has over twenty-five years of experience in the investment management and financial services industry with responsibility for portfolio management and client service for high net worth individuals and institutional clients. Gerry is a member of the firm’s Investment Committee, Manager Selection Sub-Committee and the 401k Sub-Committee.

Prior to joining Cerity Partners, Gerry was a Managing Director in Deutsche Bank Private Wealth Management’s Orange County, California office. Before joining Deutsche Bank in 1998, Gerry was the Chief Investment Officer at Coutts Bank and served as a Senior Investment Officer at the Irving Trust Company.

Gerry earned his Bachelor of Arts in economics from Franklin and Marshall College and his Masters of Business Administration from the Wharton School at the University of Pennsylvania.

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