Paul Jeffrey Gerard
Fondateur chez Princeton Global Asset Management LLC
Profil
Mr. Paul J.
Gerard, CFA MBA, is a Managing Partner & Chairman at Princeton Global Asset Management LLC.
He has over 40 years of investment experience.
He is co-chair of the Mercer County Great Strides Campaign for the cure of Cystic Fibrosis.
He is the former President of the Board of Trustees of the Princeton Senior Resource Center.
Prior to forming Princeton Global Asset Management, Mr. Gerard was a Managing Director and Senior Portfolio Manager for BlackRock/Merrill Lynch Investment Managers from 1986 to 2007.
Merrill Lynch Investment Managers combined with BlackRock in 2006.
He was a member of the domestic Investment Policy and Strategy Committee and served as Chairman of the International Policy and Strategy Committee.
Before joining MLIM in 1986, he was associated with Equitable Investment Management Corporation in New York for 13 years.
He earned a B.S.
from the University of California, Berkeley, and an M.B.A.
from New York University Graduate School of Business Administration.
He is a member of the New York Society of Security Analysts.
Postes actifs de Paul Jeffrey Gerard
| Sociétés | Poste | Début |
|---|---|---|
Princeton Global Asset Management LLC
 Princeton Global Asset Management LLC Investment ManagersFinance Princeton Global Asset Management LLC (Princeton Global) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Princeton, New Jersey. The firm was founded by Paul J. Gerard in 2008. Princeton Global provides US, International and Global investment strategies that are customized to their clients’ investment objectives and needs through equity, fixed income and balanced separately managed accounts. | Fondateur | 31/01/2008 |
Anciens postes connus de Paul Jeffrey Gerard
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Gestionnaire de Portefeuille-Actions | 29/03/2005 |
Formation de Paul Jeffrey Gerard
| University of California, Berkeley | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Princeton Global Asset Management LLC
Princeton Global Asset Management LLC Investment ManagersFinance Princeton Global Asset Management LLC (Princeton Global) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Princeton, New Jersey. The firm was founded by Paul J. Gerard in 2008. Princeton Global provides US, International and Global investment strategies that are customized to their clients’ investment objectives and needs through equity, fixed income and balanced separately managed accounts. | Finance |
