Jerry is responsible for overseeing the strategic direction of the firm including marketing, finance, and human resources as well as sitting on the investment committee. Prior to joining BakerAvenue, Jerry served as vice president in the Global Wealth Management group at Bank of America Investments. He was also an institutional advisor at both Bear Stearns and Morgan Stanley. His primary responsibility involved fixed-income analysis and portfolio strategies to endowments, corporations, and municipalities, including General Motors, U.S. Steel, and the Regents of the University of California. Jerry holds a B.A. in Finance from The University of Texas at Arlington and an M.B.A. in Finance from