Gerald (Gerry) Gugger, CFA® is a Senior Financial Consultant at Manning & Napier. He serves our Western New York clients.

As a Senior Financial Consultant, he is responsible for managing all aspects of client relationships, including investment-specific discussions and comprehensive financial planning. 

Gerry originally joined Manning & Napier in 2017. Prior to joining Wealth Management, he was part of the firm’s Institutional & Taft-Hartley Services team. He has also worked as an institutional consultant at Segal Marco and in equity research at Armstrong Advisory Group and State Street. As a CFA® charterholder with broad industry experience, Gerry brings analytical insights and an educational approach to every conversation. His well-rounded expertise makes him a trusted partner for all client types.

Outside of work, Gerry enjoys golfing, playing basketball, running, and spending time with his wife and two young children. He also gives back to his professional community by serving as president of CFA Society Rochester.

Gerry received a Bachelor of Science degree in Finance from Boston College. He is a CFA® charterholder and holds his Series 7 and Series 63 licenses. 

Schedule a meeting with Gerry

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER^™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.