Exit Planning Institute - Find a CEPA

Meet Gerry Spitzer:

Gerry founded Questar Capital Partners in 2022 along with Richard Reyle; the partners had previously worked together at UBS Wealth Management. Gerry’s prior experience also includes 22 years at Merrill Lynch and 3 years at Coopers & Lybrand

At Questar, Gerry focuses on all aspects of private wealth management, including investments, multi-generational estate planning, tax planning, insurance and charitable giving. He specializes in working closely with privately held business owners, advising them on succession planning, liquidity needs, and Employee Stock Ownership Plans (ESOP). In fact, Gerry is a member of the ESOP Association.

The customized financial solutions and long-range planning Gerry provides to families and business owners includes asset management and tax minimization.

In addition to being a CPA, he holds designations as a Certified Private Wealth Advisor, Certified Exit Planning Advisor and Chartered Retirement Planning Counselor.

Gerry earned a BS in Accounting from Binghamton University's School of Management.

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Meet Gerry Spitzer:

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