Jerry Miccolis

Principal and Chief Investment Officer
Giralda Advisors
Biography

Jerry Miccolis is a founding principal and chief investment officer of Giralda Advisors and is responsible for the strategic leadership and day-to-day management of the firm. The mission of Giralda Advisors is to advance the state of the art in investment management by providing sophisticated risk-managed investment advice and solutions to the wealth management community and its clients. Giralda Advisors was formed in 2012 as a Montage Investments company.

Prior to his role at Giralda Advisors, Jerry was the chief investment officer at Brinton Eaton Wealth Advisors (now Mariner Wealth Advisors). He was also a principal for many years at Towers Perrin where he led the global risk management consulting practice and was one of the pioneers of the Enterprise Risk Management concept.

One of the country’s leading authorities on asset allocation, Jerry is the co-author of Asset Allocation For Dummies® (Wiley 2009), Enterprise Risk Management: Trends and Emerging Practices (The Institute of Internal Auditors Research Foundation, 2001), and Enterprise Risk Management: An Analytic Approach (a Tillinghast-Towers Perrin Monograph, 2000). Jerry has chaired numerous professional committees and is a widely quoted author and speaker on the subject of strategic risk management, investment management, and their inter-relationship. Jerry has been published in professional journals (including Strategy & Leadership, Operational Risk, Risk Management, Institutional Investor, CFO Magazine, Investment Advisor, and the Journal of Financial Planning), and is regularly quoted in the mainstream media (The New York Times, The Wall Street Journal, The Star Ledger, Business Week, The Baltimore Sun, Market Watch, MSN Money, and Market Wire). He has appeared as an expert commentator on CBS Radio, ABC TV, NPR and online at IRMI.com, the website of the International Risk Management Institute.

Jerry holds the Chartered Financial Analyst® (CFA®) designation, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a Fellow of the Casualty Actuarial Society (FCAS), and a Member of the American Academy of Actuaries (MAAA). In 2013, he was awarded the Chartered Enterprise Risk Analyst (CERA) credential in recognition of his pioneering work in the field of Enterprise Risk Management. Jerry is also a member of the Financial Planning Association (FPA) and the New York Society of Security Analysts (NYSSA). He received a bachelor’s degree in Mathematics from Drexel University.

Author Archives: Jerry Miccolis

Using Indexing Tools for Risk Management — Sophisticated Strategies from Basic Building Blocks

Advisors today share a problem new to the careers of all but the eldest of us. As I discussed in a recent webinar, at Giralda Advisors, we call it the Portfolio Problem — unique in the last 30 years and arguably the most significant issue facing financial planning professionals over the next several years, if Read more […]