Gerry Mc Ginley
About Gerry Mc Ginley
Gerry Mc Ginley is a Managing Director at UBS and a Founding Member of CREW, with over 30 years of experience in financial advising. He holds an MBA from Northwestern University's Kellogg School of Management and a BA in Economics from Hobart and William Smith Colleges.
Work at UBS
Gerry Mc Ginley has served as Managing Director at UBS since 2015. In this role, he operates within the Greater New York City Area, where he leverages over 30 years of experience in financial advising. His focus includes working with family offices, business owners, and wealthy families to provide tailored financial solutions.
Current Role at CREW
Since 2023, Gerry Mc Ginley has been a Founding Member of CREW. This position marks a significant step in his career, allowing him to contribute to the organization's mission and objectives. His involvement reflects his commitment to advancing financial advisory services.
Education and Expertise
Gerry Mc Ginley holds a Master of Business Administration (MBA) from Northwestern University's Kellogg School of Management, where he studied Finance and Marketing from 1990 to 1992. He also earned a Bachelor of Arts (BA) in Economics from Hobart and William Smith Colleges, completing his studies from 1981 to 1985. His educational background supports his expertise in developing comprehensive financial plans and investment strategies.
Background
Gerry Mc Ginley attended Pingry School from 1978 to 1981, where he completed his early education. This foundational experience contributed to his academic and professional development, leading to his successful career in financial advising.
Professional Affiliations
In addition to his role at UBS, Gerry Mc Ginley is a member of Montclair Investment Partners. This affiliation enhances his professional network and provides additional resources for his clients in the realm of private wealth management.