Lasting relationships. For all that matters

With more than 45 years of experience in the financial services industry, Jerry has led clients through decades of market cycles enabling him to provide an unparalleled perspective to our clients. He began his career in 1967 at Dreyfus & Co which later became Moore Schley Cameron & Company where he was instrumental in creating the Investment Advisory Division. After that, Jerry spent eight years as the Senior Investment Officer and Divisional Manager of the Personal Investment Division at Fidelity Union Trust Company and then five years as a Portfolio Manager at Lehman Management. Jerry then joined Furman Selz Capital Management for 18 years as a Partner, Managing Director and Portfolio Manager before he began working at UBS in 2002 as a Senior Portfolio Manager.

Jerry focuses on managing portfolios for the team's High Net Worth clients while utilizing equity, fixed income securities and cash equivalents to provide comprehensive diversification and asset allocation strategies. His previous institutional experience gives him a unique and seasoned perspective on markets and investment strategy, as well as an ability to communicate with our more financially sophisticated clients. As graduate of New York University with a B.S. in both Finance and Economics, Jerry and his wife Joyce live in Short Hills, NJ. They have two grown children, Dana and Brad, and five grandchildren, all residing on the West Coast.