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Biography of Gerald A. Horwitz, CAP
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Gerald A. Horwitz, CAP

Gerald A. Horwitz, CAP

Horwitz & Associates, Inc.

2610 Lake Cook Road, Suite 190

RiverwoodsIL 60015

(224) 632 4700

Jerry Horwitz is CEO of Horwitz & Associates, Inc., a Broker/Dealer and Investment Advisory firm. He is also President of Horwitz Philanthropic Advisors.

Besides his multi disciplines in finance and the investment business, Jerry’s heart has been in philanthropy for the past forty years. Jerry possesses a conservative investment philosophy, a high sense of integrity and provides time-tested advice and strategies. He actively and enthusiastically gets others involved in different aspects of volunteer work and related organizations.

• Long-standing member of the Board of Directors of the Oakton Community College Education Foundation

Also serves on the Education Foundation’s Investment and Planned Giving/Donor Development Committees. His expertise in financial management has been instrumental in growing the Education Foundation’s Endowment from $718,000 in 1991 to its current level of $10.7 million. Through this endowment, thousands of Oakton students have received scholarship support. In addition, with Jerry’s help, the Oakton Foundation was the first community college foundation in Illinois to accept Charitable Gift Annuities. Of major significance to the College has been the acceptance and involvement of the community served by the College. In addition to his service to the foundation, Jerry has accepted the unofficial role of Oakton ambassador. He has brought the community into the College and the College out to the greater community.

Organization member, Symposium Committee Member, and Director to be of Advisors in Philanthropy

• Past Board Member and member of Chicago Council on Planned Giving, CCPG

CCPG is a professional association whose purpose is to educate members and the community about the philanthropic process with a focus on charitable planned giving and estate planning techniques. Jerry has actively helped to plan speakers and seminars.

• Member NCPG now PPP

• Other philanthropic organizations include: American Cancer Society, Chicago Botanic Garden, Children’s Circle of Care, Advocate Hospital Group, Friends of McHenry County College Foundation, Rotary International, JCC, and the Response Center. Jerry also served as a director or member of many financial organizations.

A master networker, Jerry brings together people with opportunities and creates synergies that are of benefit to all. He bridges the worlds of professional financial investments and philanthropy.

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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