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Gary serves as an Investment Associate within the Private Banking and Investment Group at Merrill Lynch, a subsidiary of Bank of America since 2007. In this role he helps clients in all aspects of wealth management including portfolio management, asset allocation, and strategic planning. Prior to joining Merrill Lynch, he traded whole loans and mortgage back securities for Fannie Mae from 2005-2007 as an Account Executive within the firm’s Capital Markets Sales Desk. Before Fannie Mae, he was a Sales Consultant with Rydex Investments, a mutual fund company based in Rockville, MD. Gary started his career at Deutsche Bank Alex. Brown as a member of the OTC Equity Trading Desk.
Gary graduated from The Wharton School of the University of Pennsylvania in 1995 with a Bachelor of Science in Economics major with a concentration in Finance. He has been associated with the sport of wrestling for 30 years having competed in high school and college, leading teams to state and Ivy League Championships. He is on the Board of the Wrestlers in Business Network – Philadelphia Chapter, on the Board and youth wrestling coach for Conestoga Youth Wrestling Association, on the Board of the Grapplers’ Club – Penn Wrestling’s alumni association, and the Board of the Pennsylvania RTC. He currently lives in Berwyn, Pennsylvania with his wife and three children: Celeste, Kyle, and Azul.
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