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Jerold M. Sniderman, MBA, AIF, QPFC

Jerold M. Sniderman, MBA, AIF, QPFC

Wealth Advisor


Jerry Sniderman is a wealth advisor and partner with Wealth and Pension Services Group. His partner responsibilities include business development, client retention and feedback, and leading research efforts for risk assessment and alternative investment strategies. Jerry is a voting member on the WPSGI Investment Committee.

Jerry’s laser focus on listening to and understanding client needs and goals serves as the foundation for developing successful strategic wealth management relationships. Mr. Sniderman has been named as an Atlanta Magazine Five Star Wealth Manager for two consecutive years. He also was awarded the “Circle of Excellence” by Nationwide Financial Services for his high quality retirement planning. Jerry says, “I want my clients to succeed in everything they do. I work hard to transform my expertise and experience into wisdom and concrete results that benefit them, their families, and their careers or businesses. I place a particular focus on retirement issues as this provides the greatest opportunity for clients to establish financial peace of mind.”

Jerry’s expertise blends a rare combination of temperament, investment knowledge, and relevant financial experience. Jerry’s background includes executive positions in the consumer, telecommunications, media, technology, and banking sectors. Immediately prior to commencing his wealth management career, Mr. Sniderman served as Senior Vice President and Group Head for North America TMT at ABN-AMRO Bank where he had leadership responsibility and successfully built a highly profitable $200 million business. Mr. Sniderman commented, ”Over the course of my career I have been fortunate to undertake significant responsibilities at leading companies encompassing financial disciplines such as analysis, operations, strategic transactions, business development, and investment banking. My capital markets background, in particular, helps me provide insight and long-term perspective for both clients and colleagues.”

Mr. Sniderman earned his Master of Business Administration degree from The Goizueta Business School at Emory University. His undergraduate Bachelor’s Degree is from The Honors College of Kent State University. Jerry is also an Accredited Investment Fiduciary.

Jerry enjoys being outdoors, playing tennis, listening to a wide variety of music, reading a good book, traveling, and discussing the virtues of red wine. He and his wife Cherie are particularly proud of their two sons. Jerry has volunteered his time with many local organizations including United Way, Junior Achievement, Emory Business School, and youth sports leagues. Currently, Jerry also serves as President of his neighborhood Homeowner’s Association and is on the Board of Directors for the Cobb Land Trust, Inc.

Designations/Licenses:

  • Accredited Investment Fiduciary®
  • Qualified Plan Financial Consultant®
  • Series 7 & 66 Securities Licenses
  • Georgia Insurance Licenses - Health, Life & Variable Products

Education:

  • Emory University - Goizueta School of Business
  • Master of Business Administration, Finance - 1984
  • Kent State University - Honors College
  • Bachelor of Arts, International Relations & Economics - 1982

Nominations/Awards:

  • Who's Who Among Executives and Professionals
  • Latin America Deal of the Year, 2000