About Jerry
- Jerry joined NorthStar as an Investment Advisor in 2023 and brings more than a decade of asset management and private wealth advisory experience to the team. In his previous roles, Jerry successfully led fundraising for portfolio managers across equity, fixed income, and alternative investment strategies before transitioning to oversee his own private clients and help them make complex financial decisions with confidence. Jerry believes the quality of our service is predicated on our understanding of our clients’ needs, commitment to pursuing their interests, and ability to leverage our expertise to their benefit.
- Jerry holds a BA from Boston College, remains an active member of its alumni community, and is actively involved in improving financial literacy for local underserved communities.
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