Jerry Anthony Miccolis

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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.

Anciens postes connus de Jerry Anthony Miccolis

Sociétés	Poste	Fin
Giralda Advisors LLC Giralda Advisors LLC Investment ManagersFinance Giralda Advisors has developed risk management solutions that address the risk of recurring equity bear markets and sudden and severe market crashes. The firm's approach to this risk is their proprietary, momentum-based, sector rotation strategy, Sector Dynamics. Their approach to market crash risk is a custom-designed portfolio of tail risk hedging strategies. Sector Dynamics is available on a standalone basis through the firm's SMAs and UMAs. Sector Dynamics, integrated with Giralda's tail risk hedge portfolio, is available through Giralda's mutual fund solution. Giralda is the investment advisor to The Giralda Fund and the Giralda Risk-Managed Growth Fund, each a registered mutual fund. The Giralda Funds’ investment objective is to seek long-term capital appreciation while limiting significant losses through sophisticated risk management. Giralda has entered into a Model Portfolio Advisor Agreement with Placemark Investments, through which they offers the Sector Dynamics strategy via the Placemark UMA Marketplace Program.^ Giralda’s Sector Dynamics strategy is a quantitative momentum-driven strategy that evaluates trends in industry sectors to help detect meaningful shifts and movements. The information is used to make dynamic, tactical sector rotation decisions and opportunistic rebalancing changes. This strategy is executed through ETFs and swap contracts. The strategy utilizes stable-weighting. In the absence of buy or sell signals, sector allocation is kept stable by periodic rebalancing of the target weights of the sectors. A sector’s target weight is fixed by Giralda based on the sector’s long-term average market-cap weight in the S&P 500 Index.	Fondateur	28/10/2016
Brinton Eaton Associates, Inc. Brinton Eaton Associates, Inc. Investment ManagersFinance Brinton Eaton Associates is a US large-cap growth manager. They are a long-term investor, maintaining a medium turnover rate. The firm focuses on the finance, health technology and consumer non-durables sectors. Brinton Eaton employs a combination of in-house and external research.	Directeur en chef des Investissements	30/11/2012
Towers Perrin, Inc. Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services	Corporate Officer/Principal	31/12/2002
The Tillinghast Association The Tillinghast Association Packaged SoftwareTechnology Services Develops software	Corporate Officer/Principal	01/06/2003
CHUBB CORP	Corporate Officer/Principal	31/12/1979

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Entreprise privées	7
The Chubb Corp. The Chubb Corp. Multi-Line InsuranceFinance Operates as a holding company for a family of property and casualty insurance companies	Finance
Brinton Eaton Associates, Inc. Brinton Eaton Associates, Inc. Investment ManagersFinance Brinton Eaton Associates is a US large-cap growth manager. They are a long-term investor, maintaining a medium turnover rate. The firm focuses on the finance, health technology and consumer non-durables sectors. Brinton Eaton employs a combination of in-house and external research.	Finance
The Tillinghast Association The Tillinghast Association Packaged SoftwareTechnology Services Develops software	Technology Services
Drexel University Drexel University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Towers Perrin, Inc. Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services	Commercial Services
Giralda Advisors LLC Giralda Advisors LLC Investment ManagersFinance Giralda Advisors has developed risk management solutions that address the risk of recurring equity bear markets and sudden and severe market crashes. The firm's approach to this risk is their proprietary, momentum-based, sector rotation strategy, Sector Dynamics. Their approach to market crash risk is a custom-designed portfolio of tail risk hedging strategies. Sector Dynamics is available on a standalone basis through the firm's SMAs and UMAs. Sector Dynamics, integrated with Giralda's tail risk hedge portfolio, is available through Giralda's mutual fund solution. Giralda is the investment advisor to The Giralda Fund and the Giralda Risk-Managed Growth Fund, each a registered mutual fund. The Giralda Funds’ investment objective is to seek long-term capital appreciation while limiting significant losses through sophisticated risk management. Giralda has entered into a Model Portfolio Advisor Agreement with Placemark Investments, through which they offers the Sector Dynamics strategy via the Placemark UMA Marketplace Program.^ Giralda’s Sector Dynamics strategy is a quantitative momentum-driven strategy that evaluates trends in industry sectors to help detect meaningful shifts and movements. The information is used to make dynamic, tactical sector rotation decisions and opportunistic rebalancing changes. This strategy is executed through ETFs and swap contracts. The strategy utilizes stable-weighting. In the absence of buy or sell signals, sector allocation is kept stable by periodic rebalancing of the target weights of the sectors. A sector’s target weight is fixed by Giralda based on the sector’s long-term average market-cap weight in the S&P 500 Index.	Finance
Mariner Wealth Advisors-Madison LLC Mariner Wealth Advisors-Madison LLC Investment ManagersFinance Mariner Wealth Advisors constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds and alternative investments. The firm manages clients’ assets through the direct purchase of securities, by allocating to other managers and/or by investing in a variety of funds. Each client’s asset allocation is determined by their specific objectives and unique circumstances. Mariner’s investment approach begins with a clear and thorough understanding of each client’s objectives, time horizon, risk, profile and income needs. They use a long-term strategy when providing and implementing advice. However, should a client’s situation or the basis for making an investment change, there are occasions where Mariner may use a short-term strategy and securities are held less than one year. Mariner uses active and passive management strategies. They employ the use of both qualitative and quantitative research methods. Certain strategies may include responsible investments that consider environmental, social and governance (ESG) factors. Many of their strategies are offered through managed accounts with third party managers and funds. Mariner may construct portfolios consisting of closed-end funds, ETFs, mutual funds and other investment vehicles which pursue investment strategies focused on global equities, global bonds, real assets and alternatives (managed futures, private funds and insurance linked products), among others. The firm offers a variety of options, as well as equity and fixed income managed account strategies to clients through their majority owner, Mariner LLC.	Finance