Jerry has over 20 years of industry experience working with TIAA, UBS, and VANGUARD. In his 10 years with TIAA, he worked closely with clients in higher education, medicine, and other non-profit organizations helping them plan for their retirement and a secure financial future.
Before launching Keen Capital, Jerry held the role of Senior Manager with TIAA's Individual Advisory Services. As a member of TIAA’s leadership team in the Mid-Atlantic Region, Jerry managed a team of Wealth Management Advisors and Relationship Consultants in strengthening relationships with TIAA clients by engaging them in the financial planning process; a process Jerry believes is key to financial success. Prior to moving to management in 2011, Jerry was a Wealth Management Advisor in TIAA’s Princeton, New Jersey office where he served clients from the numerous universities, colleges, hospitals, and other non-profit organizations throughout the region.
Jerry is a graduate of VILLANOVA UNIVERSITY where he earned a Bachelor of Arts in Political Science and a Bachelor of Science in Education. Jerry also held the Financial Industry Regulatory Authority (FINRA) securities licenses Series 7, 24, and 66. He has also held an Insurance License in Pennsylvania, New Jersey, and New York.
Jerry has been married to his wife, Jennifer, for the past 30 years and they have two children, Brian (age 26) and Katie (age 22). They currently reside in the Doylestown area, Bucks County, Pennsylvania.