Jerry brings 25 plus years of experience with the firm in various management roles.
Currently, Jerry oversees all Trust and Wealth Management activities of the firm. He creates the vision and executes the strategy of the firm's expertise. He ensures client goals are achieved with an experienced team of fiduciary and investment professionals.
As Chief Investment Officer, Jerry oversees the investment outlook, portfolio strategy, asset allocation, risk management, and investment processes. He regularly provides expert commentary on the financial markets to various media outlets including The Wall Street Journal, Associated Press, Reuters, CNBC, and Bloomberg.
Jerry began his career at First American Trust in 1995 and during his tenure has held various operational and investment management positions. Previous to his current responsibilities, he oversaw the management of First American's $2.3 billion corporate investment portfolio.
Jerry holds a Master's degree in Business Administration and a Bachelor's degree in Economics from the University of California, Irvine. Jerry continues his involvement with UCI as a member of the advisory board for UCI's Paul Merage School of Business Center for Investment and Wealth Management and as a member of the Dean's Leadership Circle for the School of Social Sciences.
Jerry is married with two kids and lives in Irvine.