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Investors OverviewA comprehensive range of Fund Solutions.
View all Fund SolutionsCorporate, trustee and administration services.
View all Corporate ServicesGlobal private client solutions.
View all Private Client ServicesShared success. Inspiring performance.
View all Employer SolutionsLooking for help?
Professional expertise, and a wide range of capabilities.
Regulatory compliance, risk management, and financial crime prevention across key jurisdictions.
Cash management, foreign exchange, and lending.
Guiding businesses through significant changes.
Advisory, regulatory compliance, outsourced reporting, and virtual Chief Sustainability Officer (vCSO).
Independent and flexible operational due diligence services.
Global tax compliance and reporting services ensuring regulatory adherence across jurisdictions.
Delaware, South Dakota, SDTC, San Jose, Boston
London, Jersey, Guernsey, Isle of Man, Edinburgh, Fareham
South Africa, Mauritius
Amsterdam, Dublin, Geneva, Luxembourg, Vienna
2,300 experts in 30+ locations, ready to support you
Independent, but connected to JTC's global network
Legal services tailored to your business needs.
Keep up to date with the latest news from JTC.
View all NewsDiscover the latest articles and industry insights.
View all InsightsTake a look at our upcoming webinars and events.
View all EventsAccelerating Together.
Investors OverviewBoston
Manager - Fund Services
Jerry joined JTC in 2023 and has over 10 years’ experience in the financial investment industry.
In his role as Manager, Jerry acts as the department’s Investor Relations lead and provides guidance to the US teams regarding AML compliance.
Prior to JTC, Jerry worked for seven years at a global banking and financial services holding company, where he was part of the trade processing management team and was responsible for fixed income and fixed equity trading t. He also worked with the client operations team, where he developed further experience and a passion for a client-facing role.
His area of expertise is investor relations, as well as improving and standardizing the onboarding and AML procedures. Currently Jerry is working towards a CAMS certification to ensure they provide an internal and external counterparties with robust and up-to-date AML guidance.
Jerry is bilingual, fluent in English and Spanish.
Jerry enjoys exploring Boston by bike and finding new restaurants in the area. He is an enthusiastic volleyball player and has been playing since he was 15 years old. Jerry also loves to cook, as he considers it a relaxing pastime.
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From 2,300 employee owners to 14,000+ clients, our journey is marked by stability and success.