Gerry Spitzer | CPA, CPWA, CEPA, CRPC

Founding Partner

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Gerry founded Questar Capital Partners in 2022 along with Richard Reyle; the partners had previously worked together at UBS Wealth Management. Gerry’s prior experience also includes 22 years at Merrill Lynch and 3 years at Coopers & Lybrand

At Questar, Gerry focuses on all aspects of private wealth management, including investments, multi-generational estate planning, tax planning, insurance and charitable giving. He specializes in working closely with privately held business owners, advising them on succession planning, liquidity needs, and Employee Stock Ownership Plans (ESOP). In fact, Gerry is a member of the ESOP Association.

The customized financial solutions and long-range planning Gerry provides to families and business owners includes asset management and tax minimization.

In addition to being a CPA, he holds designations as a Certified Private Wealth Advisor, Certified Exit Planning Advisor and Chartered Retirement Planning Counselor.

Gerry earned a BS in Accounting from Binghamton University's School of Management.

Message From Our Founding Partners

We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Questar Capital Partners. Questar will have one singular focus: the ultimate success of our clients.

We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Sanctuary Wealth and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Questar will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.

In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Questar will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.

We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.

Richard Reyle

Gerry Spitzer