Jerry co-founded Smartleaf in 1999 to reduce the operational burden of managing customized, tax, risk and expense sensitive personal portfolios. Smartleaf began selling its overlay portfolio management solution to banks, trusts and financial services companies in 2003, and the company has become a leader in this space with over 50 clients and over $50 billion in assets under management. Smartleaf’s clients increasingly use this as the chassis for their entire wealth management offerings.
Before founding Smartleaf, Jerry was a founder and director of Crimson & Brown Associates, which was sold to a division of the Washington Post, providing a tenfold return to its investors.
B.A., Math, B.A. Computer Science, Univ. of Wisconsin. Series 65