Senior Vice President - Investment Strategies
Gerald serves as Senior Vice President - Investment Strategies. He facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.
Gerald has nearly two decades of investment-specific industry experience, including asset management, business development and client relations. He began his career at Morgan Stanley Investment Management, covering the firm’s mutual fund strategies. He has since spent time at Neuberger Berman and Van Eck Global in business development roles in the Midwest territory. Most recently, he spent 12 years at International Value Advisors (IVA Funds) where he helped build out and led client relations as the Regional Director for the central region of the United States.
Gerald graduated from John Carroll University with a B.S.B.A in Finance. While at JCU, he was a member of the football and wrestling teams and was involved in the Finance association. Gerald is a lifelong New Jerseyan and enjoys running, yoga, and visiting new restaurants. He looks forward to his time outside of work with his three children Nina, Lola and Dean.