Investment Philosophy
To be an investor is not having the ability to predict where the market is going but to know where we are in the business cycle and prepare for its journey.
Business Philosophy
Think outside the “crowd” mentality and use second level thinking to discover valuable investment opportunities with the most appropriate risk/reward profile. My goal is to apply this strategy in creating portfolios designed for our client’s specific investment objectives.
About
- Graduate of University of Delaware with a Bachelor of Science in Economics
- 18 years of experience in the financial field; began my career on Wall Street as an institutional equity trader
- Extensive experience in trading all market sectors and providing detailed market analysis
- Former head trader of an investment fund, where I played a key role in the construction of a $400 million portfolio
- Joined PWS in 2015
- Holds FINRA Series 7 and 66 licenses
- Passions include soccer, the New York Yankees, spending time with my wife, three daughters, and cat, Cabo
*Gerry Cala is registered with Equitable Advisors, LLC and provides administrative support services only.