CLIENT INFORMATION ANALYST
Gary brings over two decades of financial experience to Uhler Vertich White Advisors, LLC, including financial management positions with J.P. Morgan Chase and Phillips Medical Systems.
As a Planning Assistant, Gary provides portfolio reporting, rebalancing, and operational support. He has an undergraduate accounting degree from Miami University of Ohio and a Master’s in Business Administration from John Carroll University.
Gary relocated to Southwest Florida in 2013 from Ohio and lives in Cape Coral.