Gary is a Portfolio Manager with 1919 Investment Counsel and works directly with clients to create and implement strategic and financial planning solutions. He brings more than 25 years of experience in the financial services industry to his role.
Before joining 1919 Investment Counsel, Gary was a Portfolio Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, Gary was a Portfolio Manager at Bingham, Osborn & Scarborough based in San Francisco. Prior to that, most of Gary’s career was with Fidelity Investments, including 10 years based out of Fidelity’s Palo Alto office, where he served as a retirement income specialist and senior account executive to 400 clients with more than $1.5 billion in assets.
Gary attended the New Mexico Institute of Mining and Technology. He holds the professional designation of Certified Financial Planner™ (CFP®).
On most evenings you can find Gary listening to music at home.