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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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