Welcome to The JD Investor!
You’re a lawyer and you work hard for your money.
You’re smart and you know some things about investing and money.
But then you have to pick the investments in your 401(k). A target date fund seems right. Maybe an index fund, you’ve heard those are good. Should you have some bonds? One of the funds is managed by Blackrock, you know them.
Or the guy from Northwestern Mutual comes and talks to you about a life insurance policy. He talks about tax free growth, and downside protection, and being able to borrow against the policy. You know a few other lawyers who have policies too, so it must be a good idea, right?
Or now you’re thinking about how long you can manage working so hard. Sure, you’re making a lot of money, but now you have a big mortgage, and kids to put through school. When can you retire? How much money will you need? Are you on the path to get there? How do you know?
Through my work at Juris Wealth, these are just some of topics I help my clients with.
So, how did I end up doing this?
My journey began after graduating from Harvard Law, which led to a stint at a large firm in San
Francisco during the early dot.com era. Working late at night with some junior investment bankers made me realize that I wanted what they had: a more interesting job and a better paycheck.
With no financial education, I nevertheless managed to leave the practice of law and get a job in investment banking at Goldman Sachs. I gained invaluable experience and exposure and after some years, I left in order to co-found a successful institutional fund management business.
By my mid-40s, I found myself with the flexibility to pursue what I truly wanted. After a lot of reflection, I decided I needed to use my expertise to help others with their finances.
Most of my clients are lawyers, and I understand how they think and work. I obtained my Certified Financial Planner ® designation and founded Juris Wealth within a broader asset management company.
I love my work. It brings me immense satisfaction to help my clients and their families achieve financial health, and ultimately improve their lives. My goal is to become – and remain – the lifelong trusted advisor for all things financial to every single one of my clients.
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Tim Corriero, an investment adviser representative (IAR) of Gemmer Asset Management LLC (“GAM”), conducts advisory services under the tradename Juris Wealth pursuant to GAM’s investment adviser registration with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Neither Juris Wealth, nor The JD Investor provides investment advisory services. Juris Wealth offers financial planning services to GAM’s clients at no additional cost and The JD Investor is a website/blog dedicated to educating and informing investors. For additional information, please refer to GAM’s Form CRS or visit adviserinfo.sec.gov for more information.
Information is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this post (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of Tim Corriero, an Investment Adviser Representative of Gemmer Asset Management LLC (“GAM”) and should not be regarded as the views of GAM, or a description of advisory services provided by GAM or performance returns of any GAM client. References to securities or market-related performance data are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
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