Gary is a senior executive with 30 years in the financial services industry, having obtained diverse experience with firms developing, marketing, selling and servicing a wide array of financial products and services. Prior to founding AccuPoint Solutions, Gary’s roles included SVP, Strategy & Business Development for Broadridge Financial Solutions, Inc., Chief Operations Officer / Executive Director for Morgan Stanley Trust, and EVP of Operations for J&W Seligman. Gary has also held roles selling, wholesaling, marketing and servicing financial products for Dreyfus and Prudential, holding a variety of securities and insurance licenses along the way. These products include mutual funds, hedge funds, fund of funds, ETF’s, alternative products, insurance products and individual securities, Recently, Gary was immersed in executing a “Data Strategy” while at Broadridge (a third party technology solutions provider), leading to key strategic acquisitions (most notably, Access Data Corp.) and the design, development and launch of Schwab Asset Intelligence, an industry leading portal providing clients with unprecedented data transparency. Having used, developed and supported data products and strategies within the financial services industry has positioned Gary well to lead AccuPoint Solutions.
Gary has a Bachelor of Science in Business Administration from Seton Hall University and a Juris Doctor from Seton Hall University School of Law.