Jerry joins Summit Trail Advisors as a partner with more than 40 years of wealth management, investment banking and capital markets experience. Clients value his ability to deliver institutional-quality advice and execution by leveraging his team’s strong institutional relationships. As an independent investment advisory firm whose sole focus is to deliver best-in-class wealth management solutions, Summit Trail provides Jerry and his partners the competitive advantage of offering client-tailored services in an increasingly commoditized industry.Prior to Summit Trail, he was Managing Director, Investment Representative and Co-head of the Investment Advisory Council at Barclays, taking a leadership role in several strategic business and technology initiatives in the Americas for their Wealth and Investment Management Division. While at Barclays, he was a member of one of the largest New York-based teams providing holistic advisory services to individuals, family offices, foundations and endowments in excess of $1 billion. Prior to his time at Barclays, Jerry spent over 20 years at Lehman Brothers in capital markets, investment banking and private wealth management.Jerry and his wife reside in Cold Spring Harbor, NY where their family has been active in the community for nearly 40 years. They have raised three daughters and are blessed with 10 grandchildren.
Listed skills include Wealth Management, Portfolio Management, Estate Planning, Asset Allocation, and 7 others.
