Gerry joined SCS Financial Services in 2022. As a Vice President in the Private Client Group, Gerry works with clients on portfolio construction and asset allocation. Previously, he was a Managing Regional Director at Natixis Investment Managers, an asset manager with over $1 Trillion in assets under management. During his time at Natixis, Gerry spent five years in London tasked with achieving a multi-year strategic plan to grow the UK retail business. He earned an AB in Business Economics from Brown University and is a CFA Charterholder.