Gerry is the Head of Global Consultant Relations and US Institutional Sales. In this role, he is responsible for the oversight of our institutional consultant relations and sales effort across North America. This includes strengthening the organization’s relationships with key consultants and helping to drive adoption of investment strategies. He works closely with consultant relations colleagues in EMEA and APAC to bring the full range of the firm's investment strategies to global consultants. He also oversees the sales effort to deliver our investment solutions to institutional clients.
Gerry has been in the investment industry since 1996. He most recently served as Managing Director and Head of Consultant Relations of RBC Global Asset Management US in Boston. Previously, Gerry held consultant relations positions at Two Sigma Investments, Wellington Management Company and Neuberger Berman/Lehman Brothers Asset Management.
A CFA® and CAIA charterholder, Gerry earned his BA in economics at the University of Pennsylvania and his MBA in finance at the University of Washington. He is also a former United States Navy Lieutenant who served in Operation Desert Shield/Desert Storm.
Experience listed may include partial year periods.