Jerry has forty plus years of investment experience working with individuals, trustees and corporations. He has extensive experience in understanding the many facets of managing investments based upon his knowledge of all aspects of the markets. He is able to analyze and sift through technical data to deliver clear solutions that are readily understood by his clients. Having experienced the ever-changing markets between bulls and bears, he believes in a consistent and long-term approach to investment success.
Graduating from the U.S. Naval Academy, Jerry had a twenty-year career as a combat, carrier-based aviator culminating in his last four years as the Executive Officer and Associate Professor in the NROTC department at The Ohio State University. Prior to his retirement he earned his Masters of Business Administration(Finance) degree from the University of West Florida and completed his Certified Financial Planning certification. His thirty-one years working in several bank trust departments as an administrator and portfolio manager has broadened his financial expertise.
Having volunteered and served on the Board as Chairman, at The Ohio Breathing Association for twenty years, he is one of only two Trustee Emeritus’s. An avid golfer, he has been a member of the Worthington Hills Country Club for forty years and served five years as a board member/Chairman.