Jerry Sneed

Jerry R. Sneed

Executive Managing Director, CFA, CAIA · +1 (212) 792 4805‬

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Jerry Sneed, executive managing director, Baker Tilly Wealth Management, LLC, joined the firm in December 2020. Jerry manages an ultra-high net worth practice, advising a select group of individuals and families throughout the U.S. via an “outsourced family office” model. Jerry draws on his in-depth knowledge of capital markets and risk management to guide families through the complexities of financial markets.

Prior to joining Baker Tilly, Jerry was a vice president, wealth advisor at Merrill Lynch. Before joining Merrill, Jerry held dual-roles as the chief investment officer (CIO) of a family office and the director of business development for a payments company in the Midwest. As CIO, Jerry was responsible for valuing and advising on real estate, venture capital and private placement transactions. He performed in-depth asset allocation work, risk analysis and advised on a generational estate planning strategy. As director of business development, Jerry participated in financial and operational due diligence efforts on various merger and acquisition opportunities across the payments industry.

Early in his career, Jerry was the lead cross-asset strategist and senior trader for one of the largest private wealth teams at Credit Suisse, New York.

Experience

Equities and derivatives
Portfolio management
Family office structuring
Risk management
Real estate investing
Teaching financial education

Involvement

CFA® Charterholder, CFA Institute
CAIA Charterholder, Chartered Alternative Investment Analyst Association
NFL Player’s Association, Registered Financial Advisor

Location

New York

Education

Masters of Business Administration in portfolio management

Fordham University (New York, New York)

Bachelor of Arts in investment management and economics

Johnson and Wales University

Expertise

Disclosure

FINRA Broker Check

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are wholly owned subsidiaries of Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC