Senior Portfolio Manager
Gary has over 30 years of experience in the financial services industry, providing advice to wealthy individuals, small business owners and professionals.
He joined Acropolis in 2007 as a Portfolio Manager and is responsible for providing comprehensive financial planning services as well as investment portfolio design and analysis. He is a member of Acropolis’ Investment Committee and contributes to the overall investment strategy of the organization.
Prior to joining Acropolis Gary was a Vice President, Financial Advisory Services at Enterprise Bank & Trust and a Financial Advisor with EQ Financial Consultants Inc., a division of Equitable.
He earned his Certified Financial Planner (CFP) designation in 2003, his Chartered Life Underwriter (CLU) designation in 1993 and received his Bachelor’s degree in Journalism from Drake University. He is a registered investment advisor representative.
His civic involvement includes Boys and Girls Club of St. Charles County and United Services for Children.