Gary is a Principal and Founding member of RCL. Gary has over eight years of experience in providing investment advisory services to high net-worth individuals. He was previously a director with Wealth & Tax Advisory Services, Inc. and a senior manager with Ernst & Young, where he spent the last 5 years servicing the firm’s largest West Coast investment advisory clients. He also served on Ernst & Young’s national investment committees for both traditional and alternative investments.

Gary performed his undergraduate studies at the Wharton Business School at the University of Pennsylvania from 1990 - 1994. He then received his MBA from the Marshall School of Business at the University of Southern California, graduating a member of the Beta Gamma Sigma Honors Fraternity. Gary is a CFA Charterholder, and a member of the CFA Institute and New York Society of Security Analysts.

Gary’s professional and educational background give him the ability to assess the objectives of individuals, utilize cutting-edge industry information and strategies to design solutions to meet those objectives, and maximize clients’ wealth through the use of top money managers and tax-effective financial strategies. Gary’s experience serving the needs of fiduciaries has gained him relatively unique knowledge concerning the difference between the needs of fiduciaries of corporate retirement plans, foundations, and trusts versus the needs of high net worth individuals.