Jerry is a senior relationship manager at the firm working with institutional clients and also serves as the relationship management team’s channel lead for subadvised clients.
Prior to joining the firm, Jerry was a relationship management director for institutional insurance clients at Fidelity Investments. Also with Fidelity, he was a senior sales representative in the intermediary channel, working with banks, wirehouses and insurance broker-dealers. He began his financial services career as a business development officer at Glens Falls National Bank and Trust Co., developing the bank's commercial client base in Vermont. Jerry has been in the investment industry since 1996.
Jerry received his degree in journalism from Dean College and has been a member of the Advisory Board for the Florida Public Pension Trustees Association since 2007.
Experience listed may include partial year periods.