Gerard Michael

As President of Smartleaf, Inc., Jerry is focused on bringing portfolio rebalancing automation to a new level, one that supports ultra high levels of personalization and tax optimization at scale.

Smartleaf was founded in 1999, after Jerry and his co-founders researched how to invest their own assets and discovered that there were no low cost solutions that provided tax optimization and personalization. They set out to take the type of portfolio management techniques used by the ultra-wealthy and automate them so that all investors, large and small, could have better portfolio management.

Jerry is also the President of Smartleaf Asset Management, a fully owned subsidiary of Smartleaf, Inc. SAM acts as sub-advisor, leveraging the automated portfolio management software of its parent. SAM's sub-advisory service was launched in 2021.