RESOURCE &-SOLUTION-LABS

Gerry Spitzer

Founding Partner, Questar Capital Partners

Gerry Spitzer co-founded Questar Capital Partners in 2022 with his business partner Richard Reyle following a career that spanned more than 30 years in Wealth Management. Gerry founded his own independent firm with a team of experienced, likeminded advisors who share a deep understanding of the financial industry and a passion for helping individuals and businesses achieve their goals.

At Questar, Gerry focuses on all aspects of private wealth management, including investment management, financial planning, multi-generational estate planning, tax planning and minimization, insurance and charitable giving. Gerry spent his career at both Merrill Lynch and UBS before going independent. During the years at Merrill, he worked with publicly held companies managing their equity compensation plans and deferred compensation plans. At UBS and beyond, the focus has been working with privately held businesses on exit transactions, primarily ESOPs.

Gerry is a Certified Exit Planning Advisor (CEPA) as well as the President of the New Jersey Chapter of the Exit Planning Institute (EPI). Gerry works closely with privately held business owners, advising them on exit and succession planning, liquidity needs and Employee Stock Ownership Plans (ESOPs). As New Jersey Chapter EPI President, he creates a forum where the local community of professional advisors can collaborate. The New Jersey chapter also develops educational programs for business owners and professional advisors to build awareness and better prepare business owners for the successful exit of their business.

In addition to being a CPA and CEPA, Gerry is on the Rutgers Center for Employee Ownership Advisory Board, a member of the Forbes Finance Council, on the Board of the National Alliance on Mental Illness of New York and involved with financial literacy topics. Gerry and his wife Jeanne have three daughters and live in Scotch Plains, NJ. He is an avid golfer, traveler, and Jets and Syracuse University sports fan. Gerry earned a BS in Accounting from Binghamton University's School of Management.