Combines his investment knowledge and the comprehensive capabilities of the firm to deliver holistic service to clients.
Joined Lido: 2023
Homebase: Boston
Professional Focus: Jerry is focused on relationship building and believes that being at a firm that provides solutions for the present and future is invaluable when it comes to walking through life with a client.
Education: B.S., Family Financial Management, The Ohio State University
Previous Work Highlights: Jerry has over two decades of experience as a financial advisor and has held senior positions with firms including Goldman Sachs, UBS, and Robertson Stephens before launching Claybrook Capital as an independent wealth management firm in 2017.
Personal Facts: He has coached many youth sports including lacrosse and supports several charities helping U.S. Armed Services Veterans. In his spare time, Jerry enjoys being outdoors fly fishing, skiing, walking his Labrador Retriever, or coaching.
