Jerry Sneed is co-leader of Baker Tilly Wealth Management, 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.

CAIA Charterholder, Chartered Alternative Investment Analyst Association

Jerry Sneed is co-leader of Baker Tilly Wealth Management, a boutique Registered Investment Advisor (RIA) firm.

Master of Business Administration in portfolio management

Bachelor of Science in investment management and economics

NFL Player’s Association, Registered Financial Advisor

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