Jerry Ricciardo is a Financial Planner and tax professional who recently joined our organization after a successful career as a financial executive for public and private consumer product and manufacturing companies.
 
Jerry has been involved in a variety of roles with our clients including investment management, tax advice/ preparation and financial planning to help them achieve their financial goals.

Jerry completed his course work at Fairleigh Dickinson University and having successfully passed the Certified Financial Planning Board of Standards examination.
 
Jerry’s most recent position in the corporate world was Treasurer and Divisional CFO for Hayward Industries. He has extensive experience in all aspects of corporate financial management including acquisitions/divestitures, insurance, taxes, financial planning/ analysis and operations.
 
He earned his Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Rhode Island and a M.B.A in Finance and Accounting from Baruch College, City University of New York.