Portfolio Implementation Analyst
Jerry joined the firm in 2022. As a portfolio implementation analyst, he supports investment counselors with portfolio construction and implementing trades. He is also responsible for maintaining the quality of data in our trading platform.
Jerry previously gained fixed income and equity trading experience at a global asset management firm working with portfolio managers, brokers, and custodian banks while handling the trading process from execution to settlement. He also created reports that facilitated portfolio management, calculated portfolio performance, and worked with large data sets and various trading software platforms.
Outside of the office, Jerry enjoys traveling, exploring, eating at new restaurants, and learning about alternative investments. 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.”