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.
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)