Jerry holds a BA in Economics from SUNY at Buffalo and is a Chartered Financial Analyst. He began his career with EF Hutton & Co. in 1978. He held a variety of positions with increasing responsibilities as a Portfolio Manager and Analyst with Marine Midland (HSBC) and M&T Bank. Before joining the team at Arbor, Jerry was Regional Chief Investment Officer for Key Trust Co. He is past President of the Buffalo Chapter of the New York Society of Securities Analysts.