Location New York, New York, United States Regions Greater New York Area, East Coast, Northeastern US Gender Male
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Gerry provides financial planning and investment advisory services to corporate executives, entrepreneurs, professional athletes and other high-net-worth individuals and their families.
Gerry received a bachelor's degree in economics from Princeton University in 1983. He attained his Certified Financial Planner™ certification from the College
of Financial Planning in 1989 and later earned CLU® and ChFC® designations from the American College, as well as a CFS® designation from the Institute of Business & Finance. He is a member of the Financial Planning Association.
