Steve is a Managing Director – Investments who has been managing clients’ investments for over 39 years. He provides investment advice to high-net-worth individuals as well as small to medium size institutions. His wide range of experience covers equity and fixed income portfolio management, alternative investments and other strategies utilized within the framework of asset allocation. Steve guides the team’s disciplined investment process through seeking portfolio optimization and in deriving solutions to help manage a broad spectrum of risks.

His senior position within the company allows him and the team, direct unlimited access to the client group strategy specialists and resources designed to assist their clients in the preparation and implementation of sound financial strategies. Steve has built and directs an exceptional team to support these efforts and to contribute knowledge in key functional areas. He takes a comprehensive role in overseeing the team seeking to ensure consistency in the quality of the service delivered to The Madisonville Group of Wells Fargo Advisors’ select clientele. Steve has been recognized by Barron’s as one of the Barron’s Top 1000 Financial Advisors in the U.S. with his focus on providing all clients with a comprehensive holistic wealth management strategy (February 2009).

Steve and his wife Jennifer have six children and reside in Chester Township, NJ where they are active in sports, the community and in politics.

The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

PM-02252025-5909299.1.1

Gerry has over 35 years of experience working for global investment management firms. His responsibilities include all aspects of client administration and operations. Gerry effectively coordinates and executes the world class client service model of The Madisonville group. He enjoys forming long term relationships with our clients and strives to place their needs first in providing unparalleled client service. Gerry also manages daily operational tasks for the benefit of our clients. His depth of experience provides him with the necessary skill set and keen ability to anticipate, plan, and perform the effective administration of the team’s sophisticated private clientele. He holds Series 7 and 66 registrations and has experience in equity and fixed income trading.

Gerry and his wife, Lynda have a cockapoo named Oswald (Ozzy). He is a baseball buff and an avid reader.