Jerry joined the firm in 2022 as a Portfolio Implementation Analyst. In this role, he supports investment counselors with portfolio construction and trade implementation, while also maintaining the quality of data in the firm’s trading platform.

Before joining Clifford Swan, Jerry gained fixed income and equity trading experience at a global asset management firm. There, he worked with portfolio managers, brokers, and custodian banks, while handling the trading process from execution to settlement. He also created reports to facilitate portfolio management, calculated portfolio performance, and worked with large data sets and various trading software platforms.

Outside of the office, Jerry enjoys traveling, exploring, eating at new restaurants, and learning about alternative investments. When he’s not doing any of these, you can find him at the park playing with his dogs Venti, Mocha, and Frappy.