Gerry joined City National Rochdale in 2020 with over 25 years of Estate, Financial, and Business Succession Planning experience. Gerry also has several years of private practice experience as an attorney specializing in Estates and Trusts and Real Estate law. He is responsible for partnering with financial advisors and their clients to deliver Comprehensive Wealth Assessment (CWA) services that identify opportunities to enhance financial well-being across investment planning, asset protection and risk management, income tax mitigation, philanthropy, and estate and legacy planning.
Previously, Gerry was a Managing Director of Financial Planning for First Republic Bank. In this role he supported the advanced planning needs of ultra high net worth clients in Southern California. Prior to this, he held several positions at New York Life including Advanced Planning Consultant and Private Placement Life Specialist. He also founded the Estate and Investment Planning Group at Midlantic Bank, served as Head of Financial Planning at Allstate Financial Services/Lincoln Benefit Life, and led the Prudential Securities entry into the Trust Services business.
Gerry earned a B.S. in Physics and a B.A. in Psychology from Widener University, a Master of Science in Financial Services (MSFS) from The American College, and a J.D. from New York Law School. Gerry and his wife split their time between Dallas, Texas and New York City, and he enjoys occasionally performing bossa nova and “Great American Songbook” tunes on guitar and vocals. Gerry was also once featured on Fox News for his unique commute to his Wall Street office: kayaking daily across the Hudson River.
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