Jerry leads a national team of investment and private wealth professionals, focused on delivering exceptional client outcomes, advancing investment strategy, driving business growth, and building high-performing teams while strengthening the firm's position in the high-net-worth market.

He brings more than 25 years of leadership experience across the Canadian wealth management and financial services industry, with extensive expertise in wealth management, business strategy, operations, finance, and asset management.

Prior to joining Manulife Private Wealth, Jerry provided strategic and operational advisory services to boutique investment management firms and multifamily offices. He previously served as Chief Operating Officer of a multifamily office, overseeing business operations, strategic execution, and investment initiatives, and as Senior Vice-President, Wealth Strategy and Advisor Enablement at Wellington-Altus Private Wealth, where he played a key role in advancing the firm's growth strategy and advisor capabilities.

Earlier in his career, Jerry held senior leadership positions at Sun Life Global Investments, where he was responsible for business operations, governance, and controls, and Scotiabank Global Asset Management, where he led business operations, governance, and strategic initiatives across multiple asset management businesses in Canada, Mexico, and Asia. He also held senior management roles at Scotiabank and TD Bank, having begun his career as a financial advisor.

Jerry holds a Bachelor of Commerce degree in finance from the University of Guelph and a Master of Business Administration degree with dual specializations in finance and accounting from Wilfrid Laurier University.