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Jerry is a senior managing director in the financial valuation practice. He has more than 35 years of experience in the valuation of closely held business enterprises, intangible assets and intellectual property, and nonpublicly traded securities.

He performs valuations for business transactions, litigation, financial reporting, and tax purposes of enterprises ranging in size and complexity from entrepreneurial, high-tech start-ups to Fortune 500 companies.  He specializes in the valuation of intellectual property for financial reporting purposes.

Jerry is a leader in identifying emerging valuation issues and developing appropriate analytical techniques.  He maintains awareness of the accounting, financial, and tax context of the valuation, an understanding of the key value drivers of a business and the ability to translate valuation conclusions into sound business strategies.

Jerry joined American Appraisal in 1997.  Prior to joining American Appraisal, he served as a partner at Coopers & Lybrand L.L.P. for more than 14 years.  Previously, he was an assistant civil engineer for two major electric utility companies.

Education

• New York University, Master of Business Administration - Accounting
• University of Notre Dame, Bachelor of Science - Civil Engineering
• University of Notre Dame, Bachelor of Arts - Liberal Arts

Professional Affiliations

• American Society of Appraisers, Associate Member
• Appraisal Issues Task Force (a group of independent valuation consultants), Chairman
• Financial Accounting Standards Board, Member of Valuation Resource Group assembled to provide comments to FASB on the best practices of fair value measurement

Speeches and Publications

• “Emerging Issues in Valuations,” SEC and FASB, Controllers Executive Roundtable, March 2007
• “SFAS No. 157, Fair Value Measurement,” ASA/CICBV Joint Business Valuation Conference, November 2006
• “Current Debates in Valuation,” London, January 2006
• “Fair Value Measurement,” ASA/AICPA Joint Business Valuation Conference, November 2005
• “Valuation of Intangible Assets,” ASA/AICPA Joint Business Valuation Conference, November 2005
• Co-author of Assets Acquired in a Business Combination to be Used in Research and Development Activities:  A Focus on Software, Electronic Devices, and Pharmaceutical Industries, AICPA Practice Aid Series, 2001, published by the American Institute of Certified Public Accountants