Gerard has more than 20 years of experience in institutional investment management and is Managing Director and head of client service of the firm’s institutional investment group.
Prior to joining Miracle Mile Advisors, Gerard was Senior Vice President and senior portfolio manager in the asset allocation management group at Payden & Rygel, where he made investment decisions for pension plans, foundations, endowments, Native American Indian tribes, non-profit organizations, schools and union portfolios.
Gerard received his bachelor’s degree in Biology from Loyola Marymount University. Gerard holds the Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®) and Accredited Investment Fiduciary® designations. Additionally, he holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 securities licenses. Gerard is a member of the CFA Institute and the CFA Society of Los Angeles. He is also a member of the board of directors of the Inland Empire United Way and an active member of Rotary International is the Treasurer of the Arcadia Rotary Club.
There is more than
meets the eye.
- First appeared on CNBC with his college friends and their investment club
- Won the LA County Net Amateur golf tournament in 2014
- Wrote code for his first investment job testing for Y2K compliance