Accomplished executive with extensive financial, strategy and leadership skills. Career spent achieving goals and solving problems by rapidly learning new areas, determining key variables, and taking action. Proven track record of developing strategic plans, building and transforming departments, implementing standardized processes and leading cross-functional teams. Gary is eager to apply his financial, strategic, and leadership skills to add value - where he can be a trusted advisor and partner to senior management.Led department restructuring of ultra high net worth advisory firm during the financial crisis. Hired team, implemented processes, and created systems to manage $750M+. Resulting 3-year performance ranked in the top 2% of all portfolio managers.Education: MBA from The Wharton School; BA in Economics, Magna Cum Laude, from the University of Rochester; CFA from the CFA Institute.Gary has been featured on Bloomberg Television and Fox Business News, as well as in Wall Street Journal, CNBC.com, CNNMoney.com and several other news outlets.Specialties include: Strategic PlanningFinancial Planning and AnalysisDeveloping and Structuring Corporate InitiativesLeadership & Cross Functional CollaborationBudgetingAsset ManagementFinancial MarketsFamily OfficeAlternative Investments
Listed skills include Alternative Investments, Leadership, Equity Valuation, Accounting, and 27 others.