Jerry joined Wealth Enhancement Group in 2021 through the QCI merger. He is a seasoned professional and has been in the financial services industry for over 20 years. As an active member of the community, Jerry volunteers as a director on the Board of the Rochester Rotary Charitable Trust. He previously served on the Board of Friendship Children’s Center and the CFA Society of Rochester, where he is a past President. He has also mentored student teams that compete in the CFA Institute Research Challenge. Jerry was a recipient of the Rochester Business Journal’s “Forty Under 40” in 2013.
He and his wife, Laura, reside in Fairport and have two sons and a daughter who keep them busy.
- BS – Biology, Rochester Institute of Technology
- MBA – Finance, E. Phillip Saunders College of Business at Rochester Institute of Technology
- Chartered Financial Analyst®
Jerry serves clients at our Pittsford, NY office.
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