Client Advisory


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.


  • MBA from the Wharton School at the University of Pennsylvania
  • B.A. in Economics from Franklin and Marshall College

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