Gerry Polcari

Vice President, Advanced Planning

Gerry Polcari, JD, LLM, has extensive experience in advanced planning and taxation, having served as Vice President and Director of Advanced Planning at Fidelity Investments from January 2025 to April 2025. Previously, Gerry was a Principal at GW & Wade, LLC from January 1996 to June 2021, and worked as a Senior Tax Consultant at PwC from June 1990 to December 1994. Gerry holds an LLM in Taxation from Boston University School of Law and a JD from Suffolk University Law School, along with a BSBA in Finance from Georgetown University McDonough School of Business.

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Ponte Vedra Beach, United States

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