Born in Texas
Jerry Spitzberg is a founding partner and one of the firm’s Portfolio and Relationship Managers. Jerry is responsible for overall portfolio allocation, trading execution and oversees the firm’s custodial relationships. Jerry holds a B.S. in Finance and Accounting from Florida Atlantic University and holds the Chartered Financial Analyst designation. Jerry is a member of the CFA Institute, the CFA Society of South Florida and is a licensed Certified Public Accountant.