With over 15 years of experience in the finance industry, Gerald is a seasoned professional who joined Brio in 2023 as an Associate Financial Planner. Prior to his role at Brio, he served as a Senior Account Manager at Northern Trust and as a Senior Trust & Estate Associate at Merrill Lynch Bank of America. Gerald is drawn to Brio’s collaborative team culture and fully aligns with the firm’s core values, particularly its strong commitment to supporting the LGBTQ+ community.
EDUCATION & ACCREDITATIONS
M.S., Financial Planning, Magna Cum Laude, Golden Gate University
MBA, Magna Cum Laude, Pfeiffer University
B.S, Biology, with Honors, The University of North Carolina, Charlotte
Series 65 Uniform Investment Adviser Law Exam – FINRA 2021
CTFA®, Certified Trust & Fiduciary Advisor
LIFE PASSIONS
Gerald is a passionate tennis player who thrives on both the competition and camaraderie of the court. His ultimate dream is to experience all four Grand Slam tournaments: the Australian Open, Roland Garros, Wimbledon, and to revisit the US Open, where he’s already made unforgettable memories.
When he's not hitting the ball, Gerald can be found exploring new restaurants or experimenting with recipes at home. A true foodie at heart, he loves savoring diverse cuisines, discovering unique flavors, and sharing meals with friends and family. Whether serving up an ace or serving a delicious dish, Gerald brings enthusiasm and creativity to everything he does!