Baker Tilly
Contact us
Jerry Sneed

Jerry R. Sneed

CFA®, CAIA, MBA

Executive Managing Director

+1 (212) 792 4805‬

Leave a messagearrowCreated with Sketch.

Jerry Sneed is executive managing director in Baker Tilly Wealth Management, LLC, a boutique Registered Investment Advisor (RIA) firm. 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 in the Private Bank of Credit Suisse in New York. Jerry started his career as an investment advisor providing holistic financial planning.

Jerry earned his MBA with a focus on portfolio management from Fordham University in New York City and his Bachelor of Science with a concentration in investment management and economics from Johnson and Wales University in Providence, Rhode Island.

  • Equities and derivatives
  • Portfolio management
  • Family office structuring
  • Risk management
  • Real estate investing
  • Financial education
  • NFL Player’s Association, Registered Financial Advisor
  • CFA® Charterholder, CFA Institute
  • CAIA Charterholder, Chartered Alternative Investment Analyst Association

Location

New York, NY

Education

Master of Business Administration in portfolio management

Fordham University

(New York, New York)

Bachelor of Science 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 controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2023 Baker Tilly Wealth Management, LLC