Jerry has been helping clients build wealth since 1981, when he and his wife, Fay, founded J. L. Bainbridge & Company, Inc. A former AT&T executive, he took his personal success as a private investor and created a thriving professional money management and investment advisory firm that now manages $600 million for some 800 clients nationwide.
A graduate of Michigan State, he has a B.A. in honors with Mathematics. He also studied Finance at the University of Denver and Ohio State University graduate schools.
He and Fay remain actively involved in the business. They have two children and three grandchildren.
Fay Ellen BainbridgeSecretary/Treasurer
Fay co-founded the company with her husband, Jerry, three-plus decades ago and currently serves as its secretary and treasurer.
She has seen the organization grow to a staff of eight, steadily building clientele and meeting their needs with its founders’ proven conservative, disciplined program.
She and Jerry have two children and three grandchildren and reside on Longboat Key, Florida.
Joel G. OldhamSenior Vice President
Joel has been with J.L. Bainbridge since 2002, bringing the knowledge and experience he accumulated working with Morgan Stanley Dean Witter and Charles Schwab & Co., Inc.
As a senior vice president, he is responsible for prospective client identification and managing portfolios for a dedicated group of clients. He also serves as a member of the Investment Committee, participating in the identification and review of companies and instruments considered for investment.
Joel, who has a B.S. in Political Science from Arizona State University, lives in Lakewood Ranch with his wife and two daughters.
John Leeming CFP®Senior Vice President
John joined the firm in 2003, after a successful career as an independent financial advisor. A graduate of Brown University, he is a Certified Financial Planner (CFP®) who has been repeatedly recognized as one of Sarasota’s FIVE STAR Wealth Managers®.
As a senior vice president at J.L. Bainbridge, he is responsible for prospective client identification, as well as the management of portfolios for a dedicated group of clients. As a member of the investment committee, he participates in the identification and review of companies and instruments considered for investment.
John and his wife live on Siesta Key and raised their three grown sons in Sarasota.
D. Ryan Thompson CPAVice President
Ryan Thompson, CPA, is the newest vice president at J.L. Bainbridge and is responsible for prospective client identification and portfolio management. As a member of the investment team, he participates in the identification and review of companies and instruments considered for investment. A Certified Public Accountant, he also provides expert advice to clients on a variety of tax issues pertaining to personal, corporate and estate and trust taxation.
Ryan holds degrees in accounting and economics from the University of Central Florida. A Sarasota native, Ryan enjoys outdoor activities and spending time with friends and family.
Jennifer ChauvelOperations/Compliance Manager
Jennifer joined J.L. Bainbridge in 2014, after moving back to the United States from France. She has an extensive background in financial services, having worked at Keyport Life Insurance Co. and Sunlife Financial in Boston for 10 years.
At J.L. Bainbridge, she is responsible for overseeing operational and compliance-focused projects and assists with client service-related activities, as well.
Jennifer, who lives with her husband in Bradenton, describes herself as overly enthusiastic about running and anything related to health and fitness.
Danielle ChuekaClient Services
Danielle joined J.L. Bainbridge in 2017. After 18 years of commuting to New York City to her job as a foreign exchange and commodities operations manager with Société Générale, she moved her family from Connecticut to Florida.
At J.L. Bainbridge, she is responsible for assisting in meeting all clients’ needs, day-to-day advisor activities and special projects particularly involving workflows and the client service experience.
Danielle and her husband live in Lakewood Ranch with their daughter.
Marissa BursetClient Services
The newest member of the J.L. Bainbridge team, Marissa brings nearly a decade of client services experience. As a former paralegal, she understands the importance of meeting the needs of clients in a timely manner and with attention to detail.
Marissa is a graduate of Florida State University, with a B.A. in English Literature. While attending the university, she had the privilege of spending a semester living abroad, studying at the renowned FSU London Study Centre.
Born and raised in New York, Marissa currently resides in Sarasota and enjoys the many cultural and recreational activities this city has to offer.