Partner, Founding Member
Gary is a Founding member of RCL. Gary has over 14 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 five 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 as 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.