Gerry continues to be a driving force behind fulfilling the K&A mission statement: “We have a passion to help our clients, their families and our associates achieve their life goals and dreams”. In addition to providing comprehensive wealth management advice to our clients, Gerry chairs the Investment Committee and continues to mentor the next generation of K&A Wealth Advisors.

Gerry received a bachelor’s degree in economics from Princeton University in 1983. He attained his Certified Financial Planner™ certification from the College of Financial Planning in 1989 and later earned CLU® and ChFC® designations from the American College, as well as a CFS® designation from the Institute of Business & Finance. 

With more than 40 years of experience, Gerry is widely recognized as a leader in the field of financial planning and investment management. Gerry has consistently been named to the Barron’s Top Independent Advisor list and has been a featured speaker at the Top 100 annual conference. Gerry has also been included on the Forbes List of America’s Top Wealth Advisors each year since its inception and in 2024 was named the #2 ranked High Net Worth Advisor in New York City.

Gerry serves on numerous charitable boards, both locally and nationally. He and his wife, Penney, live in Bedford Corners, New York. Gerry enjoys golf, skiing and spending time with his children and grandchildren.