40 Washington Street
For almost 25 years, Jerry Nigro has been dedicated to working with high net worth individuals and their families. As Founding Partner, Senior Wealth Advisor at Claybrook, he brings a holistic wealth management approach to his clients incorporating the areas of retirement planning, balance sheet and cash flow management, investment planning, tax optimization strategies, education funding, estate and philanthropy planning. He has developed an expertise in using options strategies to help produce additional income and manage risk across portfolios as well.
Before forming Claybrook Capital, Jerry was a Managing Director and Investment Advisor at Robertson Stephens Advisors. He also spent seven years at UBS, where he was a Senior Vice President and Senior Portfolio Manager. Previously, he worked at Goldman Sachs for eight years and began his career at Merrill Lynch.
Jerry holds a BS in Family Financial Management from The Ohio State University. He and his wife enjoy spending time with their children. They also “enjoy the mountains, beaches and woods of America.” Mr. Nigro plays and coaches lacrosse. He has worked with many charities, including The Mission Continues, Wounded Warrior Project and Montauk Hook and Slice.
Bruce provides strategic business direction, merger and acquisition growth strategies, and all real estate activities. Bruce brings over 25 years of proven experience and leadership to the firm, having served as a Family Office President/Operator, Business/ Fin-Tech Strategist/Investor, Virtual Family Office Services/Leader, Practice Management Operator, Real Estate Investor, Hedge Fund Principal , Mergers/Acquisitions and Experienced Board Member.
Bruce is the Founder/Principal of BSCA Solutions LLC, a research, advisory, direct investment and consultancy firm for virtual family offices, single family offices, multi family offices, entrepreneurs, fintech firms, real estate firms and CEO's. Focused on practice management/operational efficiency, business strategy/profitability, virtual family office services, real estate/sponsor due diligence, M&A, principal and direct investments.
Bruce is a Member and Board of Advisor for TruView BSI, LLC. TruView is the nexus where the most modern technologies in background screening, investigations, and business intelligence meet expert human analysis serving over 1000 clients across industries.
Previously, Bruce was a Partner and Head of Real Estate Investments at We Family Offices with over $10.0 billion of assets under advisement. As a member of the strategic investment and implementation committee, he oversaw the firm’s real estate activities, including sourcing real estate funds, structuring potential direct investments, joint ventures, and working with the firm’s clients.
In addition, Bruce was a Partner and New York President of Genspring Family Offices, responsible for leading the $23 billion firm’s New York practice. In addition to firmwide responsibilities, Bruce was a member of the firm’s implementation and portfolio tilt committees. During his tenure, Genspring became one of the world’s foremost multifamily offices, ranked #1 RIA by Forbes in 2011.
Prior to these two roles, Bruce worked in asset management holding positions as Chief Operating Officer at Orion Capital Management, Co-Founder and Portfolio Manager at Ardent Fund Management, and Co-Head Trader at Standard and Poor’s.
Bruce has been a Board Member of the family-owned Unity International Group, one of the top 20 electrical and data construction firms in the U.S., since 2003. He served on the Executive Committee for over 15 years providing insight and expertise in business strategy, real estate, corporate, financial and investment capital planning. A strategic sale to Engie Corp. one of the largest global energy and services groups in the world was successfully completed 2018.
Bruce holds a Bachelor of Science degree in finance and economics from LIU Post University, and he completed the Executive Education Program in Family Wealth Management at Columbia University Graduate School of Business. Mr. Arella currently holds the series 66 license.
In his free time, Bruce enjoys spending time with his wife and three children, as well as playing golf, tennis, traveling and teaching. One of his lifelong passions has been training and teaching Martial Arts. Bruce is a Black Belt Martial Arts Instructor and International Okinawan Martial Arts Union Award recipient.
Virginia has been working with ultra-high net worth individuals for over 15 years. She assists clients with administrative and operational needs ranging from financial planning and reporting to cash management. Virginia is passionate about providing outstanding personal service to all Claybrook clients. She brings a wealth of industry knowledge to Claybrook and provides for a wide range of unique circumstances tailoring each client's experience.
Prior to joining Claybrook Capital, Virginia worked as a Senior Registered Client Service Associate for UBS Private Wealth Management in Boston focusing on Client Concierge Services and Client Operations. Prior to UBS, she worked in client services in the Morgan Stanley Boston office. She began her career in the financial services industry at New England Pension Consultants.
Virginia holds a BA in Psychology from the University of Massachusetts-Boston. When not in the office, Virginia enjoys traveling with her husband and spending time in Cape Cod with the family dog Abby.