PRESILIUM PRIVATE WEALTH - Key Persons
Brook Hart, CFP® has been working with multi-generational families since 2016, helping them to navigate short-term volatility and uncertainty in the markets in order to achieve their long-term goals. He prides himself in acting as a sounding board during difficult decisions and providing a steady hand during difficult markets through straightforward communication and strategy.
Brook earned a bachelor's degree in Political Science at Yale University where he was a two-sport athlete, playing varsity football and baseball. He spent three years traveling across the country as a professional baseball player in the Colorado Rockies' farm system.
He began his wealth management career at Merrill Lynch in 2016, where he worked with Jerry Davidse, and earned his CFP® certification in 2021, before they launched Presilium Private Wealth in 2022. Growing up as the son of a police officer and a teacher in State College, Pennsylvania, Brook loves to read, cheer on Yale and Penn State athletics, and spend time with his wife, Caitlin, and their daughter, Riley, in Ardmore, Pa.
Before joining Presilium Private Wealth at its launch in 2022, Jackie spent her career embedded in the financial industry, with nearly 15 years of experience in investment operations and managing client relationships at Merrill Lynch. Her passion is to cultivate and maintain a positive and comfortable environment with our clients and their families through transparency and open communication.
Jackie's focus at Presilium is to implement unified operational strategies that benefit clients and their long term financial goals.
Jackie earned a bachelor's degree from Union College in Schenectady, NY. Jackie is an avid runner, loves stand up comedy, hockey, and baking. She lives in Moorestown, NJ with her husband, Robert, and their two daughters, Helen and Gloria.
Jerry Davidse, CFP® has worked closely with leading families across the U.S. as a wealth manager since 2001, advising them on wealth planning, custom investment portfolios and risk management strategies. He believes in clear communication with clients and provides simple recommendations for complex financial decisions. Jerry earned two degrees from the business school at Villanova University in 2001.
Jerry was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 2005 by the Certified Financial Planner Board of Standards, Inc. He was previously a Vice President at Morgan Stanley and Senior Vice President at Merrill Lynch before founding Presilium Private Wealth in 2022. He was recognized by Forbes in 2021* as one of the top wealth advisors in Pennsylvania.
Jerry enjoys traveling, golf, coaching youth sports and has run four marathons. He and his wife live in Radnor, Pennsylvania, with their son, Jake, and daughter, Emma.
An experienced relationship manager with a keen eye for detail, Kelley previously worked at Merrill Lynch with Jerry Davidse and Brook Hart. Kelley excels at working on client financial plans and focusing on delivering the full-service capabilities of Presilium.
She is a graduate of Brown University and has earned two Master's degrees from the University of Pennsylvania. Kelley enjoys running and playing tennis. She lives in Philadelphia with her husband, Dave, and their three children, Riley, Ellie, and Casey.
"Our team strives to make a meaningful difference in the lives of our clients while helping them achieve a well-being noted for its tranquility and assuredness."