A graduate of U.C. Santa Cruz and U.C. Berkeley’s law school, Jerry has developed particular expertise in representing financial institutions making equity investments under the federal Community Reinvestment Act (CRA) benefiting low- and moderate-income (LMI) communities and individuals, including the purchase of Low Income Housing Tax Credits and New Markets Tax Credits, investments in multi-investor private equity funds and loan participations from community development financial institutions. He also has broad experience in direct equity-equivalent or equity-like investments on behalf of financial institution clients in nonprofit economic and business development organizations and lenders in addition to program-related investments for a private health foundation.