Jerry Bertner

Mr. Jerrold Bertner is a Vice President of Wealth Management at UBS Asset Management (Americas) LLC.
With over 45 years of experience in the financial services industry.
He focuses on managing portfolios for the team's High Net Worth clients while utilizing equity, fixed income securities and cash equivalents to provide comprehensive diversification and asset allocation strategies.
Mr. Bertner began his career in 1967 at Dreyfus & Co which later became Moore Schley Cameron & Company where he was instrumental in creating the Investment Advisory Division.
After that, he spent eight years as the Senior Investment Officer and Divisional Manager of the Personal Investment Division at Fidelity Union Trust Company and then five years as a Portfolio Manager at Lehman Management.
He then joined Furman Selz Capital Management for 18 years as a Partner, Managing Director and Portfolio Manager before he began working at UBS in 2002 as a Senior Portfolio Manager.
He is a graduate of New York University with a B.S.
in both Finance and Economics.