With over 30 of experience, Gary is currently CEO at Carl P. Sherr & Co., LLC – an independent Registered Investment Advisor founded in 1964. Gary is responsible for advising a diverse client base of individuals and non-profits. Having a holistic approach with a culture of putting 'client before company' and 'ethics before profitability' is what sets us apart. Gary originally joined the firm as a NASDAQ equity trader and options strategist servicing the needs of institutional and retail clients. He also has extensive background in regulation, having been selected to serve on various committees and arbitration forums sponsored by FINRA.