Jerry joined the firm in 2022 as a trading specialist. He previously gained fixed income and equity trading experience at global asset management firms working with portfolio managers, brokers, and custodian banks and handling the trading process from execution to settlement. Jerry also created reports that facilitated portfolio management, calculated portfolio performance, and he worked with large data sets and various trading software platforms.
Outside of the office, Jerry enjoys traveling, hiking, eating at new restaurants, and learning about investment vehicles. When he’s not doing any of these, you can find him at the park playing with his dog Frappy.
“Clifford Swan’s mission and culture make it an enjoyable space for everyone on the team. It is rewarding to see generations of families achieve their financial goals through the work we all do together.”