Jerrold Eberhardt

Jerrold L Eberhardt, Jerry, had a distinguished 40-year career at Smith Barney. He and his family moved from Chicago to Los Angeles in 1997 when he was named Senior Executive Vice President of the Western Division. He was responsible for Smith Barney’s Wealth Management operations in 11 Western States, which was expanded to include Asia and Australia. He retired in March 2009. Jerry is a founding member of the Board of Managers of Dynasty Financial Partners. Dynasty is the premier provider of integrated wealth management solutions and technology for Independent Registered Investment Advisors.

Throughout his business career, Jerry was active in charitable and civic affairs in the Chicago community. He was a Trustee of the Ravinia Festival and served as Vice Chairman and member of the Executive Committee. He also served on the Boards of several Investment Industry and civic organizations.

Jerry served as a member of the Board of Directors of the Los Angeles Philharmonic Association for 22 years and is a former Chairman of the Board. He is a member of the Board of Directors of the Colburn School and is also a member of the Board of the Ojai Music Festival and is the current Chairman. He is a past member of the Board of The Music Academy of the West, serving for nine years, and a past Trustee of the Aspen Music Festival & School, having served for six years.

Mr. Eberhardt graduated from the University of Illinois with a Bachelor of Science and received his MBA in Finance from the University of Cincinnati.

Jerry is married to Kathleen Kane. He has three daughters Elizabeth, Martha, and Ellen from his marriage of 54 years to his deceased wife Margaret. He has seven grandchildren, ages 23 years to five years.