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Biography

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.

Education

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

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By clicking “Submit”, 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.