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Joining RegentAtlantic in 2014, in his role as an Analyst Jerry assists Wealth Advisors and is responsible for assessing a client’s overall financial picture through detailed analysis, document review and relationship management. Through the preparation of financial planning, investment management, tax and estate planning recommendations, Jerry works as an additional resource for clients. Jerry recently joined the Board of Directors for the Financial Planning Association of New Jersey.
Originally from Hyde Park, New York, Jerry graduated from Alfred State College in 2010, where he earned a Bachelor of Business Administration in Financial Planning, as well as earning the CERTIFIED FINANCIAL PLANNER™ designation in 2014. Prior to joining RegentAtlantic, Jerry entered the financial industry working for both Merrill Lynch and Ameriprise Financial.
Jerry resides in Rockaway, New Jersey, and when he’s not in the office he’s enjoying running, cycling, traveling and Notre Dame football.