Breakfast – Impact Investing.
Intentional and ethical investments to make social and environmental impact . This free event is open to IMA Members and Non-Members. Participants will receive 1.5 CPE credits.
Gerard J. Andrews, CPM®
Wealth Management Advisor
Senior Portfolio Manager
Jerry holds the Certified Portfolio Manager designation and is a specially qualified Senior Portfolio Manager. Jerry has been on Wall Street since 1973 and joined Merrill Lynch in 1998. He concentrates on developing strategies to manage the financial and investment needs of individuals and public and private companies, addressing both sides of the balance sheet. He works with his clients' accountants and attorneys as requested to focus together on the client. He is a published author, a former business owner and has been a corporate board member for several companies that concentrated on foreign exchange. Originally from Staten Island, N.Y., he earned a bachelor’s degree in Latin American studies from Rutgers College and speaks Spanish and Portuguese fluently. He and his family reside in South Orange, New Jersey, where they are actively engaged in their local church and community. Jerry currently sits on the Board of E.I.E.S. of New Jersey, a radio station for the blind, and is a board member of the New York Chapter of the Institute of Management Accountants.