As part of the Wilmington Trust Emerald Family Office & Advisory team, Jerry creates and facilitates customized family workshops for family members seeking engagement and preparation for the present and future roles within their families. These workshops are designed to assist families with communication, personal legacy planning, wealth transition, and financial education. Families exit this experience with a vision for what is possible for their family, including but not limited to a list of common values, a deeper understanding of one another, and most importantly a path forward for what they hope to achieve together.

Additionally, Jerry provides research-based information for Wilmington Trust’s clients on the many financial and non-financial choices and paths available during the education selection process. The educational roadmaps provided by Jerry to parents, grandparents, and students help to establish a sound educational foundation for young adults as they transition from scholarly students to productive members of the world of work and citizenry.

Jerry has more than 18 years of banking and finance experience. He also served as a director at a small private college in Buffalo for six years, where he was responsible for accreditation, enrollment management, event management, institutional advancement, marketing, and curriculum development. In addition, Jerry continues to maintain a strong pulse on high school and college students through over 16 years as both a high school and college football official and various posts as an adjunct college professor.

Jerry is a Certified Financial Therapist-Level I™ Practitioner (CFT-I). As a CFT-I, he helps clients think, feel, and behave differently with money and improve overall well-being through evidence-based practices and interventions that aim to resolve underlying issues limiting self-growth, happiness, and financial wellness. He holds an EdD in educational leadership and administration from D’Youville College; two master’s degrees from SUNY Buffalo in urban policy and school counseling; and a bachelor’s degree as a University Scholar from Xavier University.