Jerry is responsible for designing, enhancing and managing the company’s investment solutions framework and providing investment and market perspectives to advisors and their clients. He joined AssetMark in 2014, bringing to the firm over 25 years of financial services leadership. Previously, Jerry was a portfolio manager and CEO at AlphaSimplex Group, a liquid alternatives and active volatility management specialist in Cambridge, Massachusetts. Prior to that, he was CEO at IXIS Asset Management in Boston, and spent nearly a decade at Charles Schwab in a range of leadership roles, including CEO of the asset management division.
Jerry began his career at Bankers Trust Company where he spent almost 15 years in a variety of asset management roles working with institutional clients in the US and abroad. At the time of his departure from Bankers Trust, Jerry was the CEO of its Structured Investment Management business, with more than $250 billion in AUM in fixed income, quantitative equity, and asset allocation strategies.
He received a Bachelor’s degree in Economics from Yale University and holds a Master of Business Administration in Finance from Columbia University.