Jerry joined BBR Partners in 2019 as Vice President of Alternative Investment Administration and Accounting. Jerry’s responsibilities include tracking and accounting for investment performance for BBR pooled investment vehicles.

Prior to joining BBR, Jerry held various positions at HSBC Securities Services in New York. Most recently, he was Vice President, Client Executive, where he covered an array of asset managers who invested across the spectrum of the alternative industry. Prior to HSBC, Jerry was an audit manager at Goldstein Golub & Kessler, LLP (acquired by RSM US LLP). As audit manager, Jerry specialized in hedge funds and other alternative investment products.

Jerry holds an MBA with a concentration in Finance from St. John’s University and a BA from Baruch College in Accounting.

Outside of work, Jerry enjoys spending time with his family and friends.