Profile
Mr. Jerry A.
Miccolis, CFA, is Founding Principal & Chief Investment Officer at Giralda Advisors LLC.
He is the lead portfolio manager of the firm’s offerings, which include two mutual funds, The Giralda Fund and the Giralda Risk-Managed Growth Fund, as well as the Sector Dynamics separately managed account and unified managed account.
He has more than four decades of experience in the risk management and actuarial fields.
He founded Giralda Advisors in December 2012.
Mr. Miccolis was previously employed as Chief Investment Officer & Principal by Mariner Wealth Advisors-Madison LLC, Chief Investment Officer by Brinton Eaton Associates, Inc., a Principal by The Tillinghast Association, a Principal by Towers Perrin, Inc., an Associate by The Chubb Corp., he was a principal and global leader of the enterprise risk management practice at Towers Perrin.
He has a bachelor’s degree in mathematics from Drexel University.
He is a member of the Financial Planning Association and the New York Society of Security Analysts.
He has chaired several professional committees and is a widely quoted author and speaker on the subject of strategic risk management.
Former positions of Jerry Anthony Miccolis
| Companies | Position | End |
|---|---|---|
Giralda Advisors LLC
 Giralda Advisors LLC Investment ManagersFinance Giralda Advisors LLC is am SEC-registered investment advisor located in New York, City. In 2012, the firm was acquired by Montage Investments, which is a subsidiary of Mariner Holdings LLC, an independent financial services firm LLC. The Bicknell Family Holding Company LLC is a member of Mariner Holdings LLC. Giralda generally provides investment advice to individuals, high net-worth individuals, investment companies, and pension & profit sharing plans. Giralda also serves as a non-discretionary investment advisor to Placemark Investments, Inc., an unaffiliated SEC-registered investment advisor. | Founder | 2016-10-27 |
Brinton Eaton Associates, Inc.
 Brinton Eaton Associates, Inc. Investment ManagersFinance Founded in 1988, Brinton Eaton Associates, Inc. is a registered investment advisor firm located in Morristown, New Jersey | Chief Investment Officer | 2012-11-29 |
Towers Perrin, Inc.
 Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Towers Perrin, Inc. provides management consulting services. It offers actuarial consulting, executive compensation, financial modeling, reinsurance, health, and welfare consulting services. The company offers solutions to client issues in the areas of human resource strategy, design, and management. Towers Perrin was founded in 1934 and is headquartered in Stamford, CT. | Corporate Officer/Principal | 2002-12-30 |
The Tillinghast Association
 The Tillinghast Association Packaged SoftwareTechnology Services Part of Willis Towers Watson Plc, The Tillinghast Association develops software. | Corporate Officer/Principal | 2003-05-31 |
| CHUBB CORP | Corporate Officer/Principal | 1979-12-30 |
Training of Jerry Anthony Miccolis
| Drexel University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Brinton Eaton Associates, Inc.
Brinton Eaton Associates, Inc. Investment ManagersFinance Founded in 1988, Brinton Eaton Associates, Inc. is a registered investment advisor firm located in Morristown, New Jersey | Finance |
Towers Perrin, Inc.
Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Towers Perrin, Inc. provides management consulting services. It offers actuarial consulting, executive compensation, financial modeling, reinsurance, health, and welfare consulting services. The company offers solutions to client issues in the areas of human resource strategy, design, and management. Towers Perrin was founded in 1934 and is headquartered in Stamford, CT. | Commercial Services |
The Chubb Corp.
 The Chubb Corp. Multi-Line InsuranceFinance The Chubb Corp. operates as a holding company for a family of property and casualty insurance companies known informally as the Chubb Group of Insurance Cos. It provides property and casualty insurance to businesses and individuals around the world. The company operates through three strategic business units: Chubb Personal Insurance, Chubb Commercial Insurance and Chubb Specialty Insurance. The Chubb Personal Insurance business unit offers personal insurance products for homes and valuable articles. It also offers personal insurance products for fine automobiles and yachts as well as personal liability insurance. The Chubb Commercial Insurance business unit offers a full range of commercial insurance products, including coverage for multiple peril, casualty, workers' compensation and property and marine. The Chubb Specialty Insurance business unit offers a variety of specialized professional liability products for privately and publicly owned companies, financial institutions, professional firms and healthcare organizations. Its products include include directors and officers liability insurance, errors and omissions liability insurance, employment practices liability insurance, fiduciary liability insurance and commercial and financial fidelity insurance. The Chubb was founded by Thomas Caldecot Chubb and Percy Chubb in 1882 and is headquartered in Warren, NJ. | Finance |
Giralda Advisors LLC
Giralda Advisors LLC Investment ManagersFinance Giralda Advisors LLC is am SEC-registered investment advisor located in New York, City. In 2012, the firm was acquired by Montage Investments, which is a subsidiary of Mariner Holdings LLC, an independent financial services firm LLC. The Bicknell Family Holding Company LLC is a member of Mariner Holdings LLC. Giralda generally provides investment advice to individuals, high net-worth individuals, investment companies, and pension & profit sharing plans. Giralda also serves as a non-discretionary investment advisor to Placemark Investments, Inc., an unaffiliated SEC-registered investment advisor. | Finance |
Mariner Wealth Advisors-Madison LLC
 Mariner Wealth Advisors-Madison LLC Investment ManagersFinance Mariner Wealth Advisors-Madison LLC is a registered investment advisor headquartered in Overland Park, Kansas. The firm does business as Mariner Wealth Advisors. They are owned by Mariner LLC, itself wholly-owned by Mariner Holdings LLC. The Bicknell Family Holding Co. LLC is the majority owner and manager of Mariner Holdings LLC. | Finance |
The Tillinghast Association
The Tillinghast Association Packaged SoftwareTechnology Services Part of Willis Towers Watson Plc, The Tillinghast Association develops software. | Technology Services |
- Stock Market
- Insiders
- Jerry Anthony Miccolis
