Private Client Relationship Manager
Jerome, with several years of experience, brings a refreshing perspective when integrating technology with sophisticated financial planning. He is responsible for developing and strengthening relationships with a focus on enhancing their client experience. Jerome serves as the personal point of contact for clients and assists with their various needs, processes client requests, researches and analyzes financial information and delivers reports and presentations for client meetings. He also collaborates with Acumen’s Chief Investment Officer, Chief Compliance Officer, and Wealth Strategist to coordinate resources of the firm for the benefit of the client. Jerome emphasizes timeliness, efficiency, and accuracy while always committed to the fiduciary standard.
“The woods are lovely, dark and deep, but I have promises to keep, and miles to go before I sleep.”
Jerome worked as a relationship banker at FSG Bank where he focused on creating and cultivating positive relationships with new and existing clients. He managed a platform team to maximize effectiveness and was a champion for new business growth. Jerome holds the FINRA Series 65 (Uniform Investment Advisor Law Exam) license.
Jerome received a Dual Seal Diploma in high school and studied English literature at Kennesaw State University. He taught English at Cheongdo Elementary School in South Korea with TaLK (Teach and Learn in Korea) where he earned an award for Model Lesson Planning. Jerome then worked as an English grammar and literature tutor for Chattanooga area private high school students, specializing in standardized testing and has been a mentor for students at Battle Academy in Chattanooga. Originally from New York City, Jerome is enamored with all the beauty and activities Chattanooga offers, participating in outdoor activities such as hiking and rock climbing and supporting local teams including the Chattanooga Lookouts and the Chattanooga Football Club. Jerome is proud to serve on the Northside Neighborhood House (NNH) Board which promotes the independence of residents in North Chattanooga by providing education and assistance through various programs.