Jerry is the Co-Founder and Managing Partner of Third View Private Wealth, where he focuses on delivering customized wealth management solutions through an innovative outsourced family office model. His leadership at Third View involves not only strategic oversight and direction but also a hands-on approach in crafting bespoke investment strategies that cater to the unique needs of ultra-high-net-worth and high-net-worth clients.

Before establishing Third View Private Wealth, Jerry held key leadership roles, including Senior Vice President at Procyon Partners, Partner at Baker Tilly US, LLP, where he was promoted to Co-Head of Baker Tilly Wealth Management, a $3.5 billion registered investment advisor (RIA), and Vice President and Wealth Advisor at Merrill Lynch.

Jerry’s professional background extends to his experience as the Chief Investment Officer (CIO) of a family office, where he assessed and advised on various investment opportunities, including real estate, venture capital, and private placements. Additionally, he served as the Director of Business Development for the family’s payments company in the Midwest, where he actively participated in financial and operational due diligence for potential mergers and acquisitions within the payments industry. Early in his career, Jerry was the lead Cross-Asset Strategist and Senior Trader at the Private Bank of Credit Suisse in New York.

Jerry earned his MBA with a focus on portfolio management from the Gabelli School of Business at Fordham University and holds a Bachelor of Science degree in Investment Management and Economics from Johnson and Wales University. He is a CFA Charterholder, CAIA Charterholder, and an NFL Player’s Association Registered Financial Advisor. Jerry has been recognized by Forbes as a Top Next Gen-Advisor in both Wisconsin and Connecticut, and as Best-In-State Wealth Advisor for High Net Worth and Private Wealth in Connecticut. His thought leadership has been featured in publications such as Barron’s, Financial Times, Forbes, and Accounting Today.

Outside of his professional commitments, Jerry enjoys golf, fitness, and spending quality time with his amazing wife, two entertaining daughters, and their loving dog.