Paul Jeffrey Gerard
Chief Executive Officer at Princeton Global Asset Management LLC
Network origin in Paul Jeffrey Gerard first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
229
| Extinct | Investment Managers | 229 |
University of California, Berkeley
228
| College/University | Other Consumer Services | 228 |
The Leonard N Stern School of Business
8
| College/University | Other Consumer Services | 8 |
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.
6
| Private Company | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Paul Jeffrey Gerard via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| IBM | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| ORACLE CORPORATION | Packaged Software | Director/Board Member Director of Finance/CFO | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
HarbourVest Partners LLC
 HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Director/Board Member Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Head-Equity Investments Director of Research - Equity | |
Causeway Capital Management LLC
 Causeway Capital Management LLC Investment ManagersFinance Causeway Capital Management LLC (Causeway) is a registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded by Harry Hartford and Sarah Ketterer in 2001 as HWI Capital Management LLC. They are a subsidiary of Causeway Capital Holdings LLC. Causeway provides international, global, and emerging markets equity investment management services to institutional clients such as corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions. | Investment Managers | Analyst-Equity Analyst-Equity | |
Legacy Trust Co., NA
 Legacy Trust Co., NA Regional BanksFinance Legacy Trust Co. provides asset management services. The firm offers asset management, fiduciary and family office services. The company was founded in 1984 and is headquartered in Houston, TX. | Regional Banks | Chief Investment Officer | |
| Brown University | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Corporate Officer/Principal | |
| Stanford University | College/University | Corporate Officer/Principal Undergraduate Degree Doctorate Degree Graduate Degree | |
State Street Global Advisors Ltd. (Canada)
 State Street Global Advisors Ltd. (Canada) Investment ManagersFinance State Street Global Advisors Ltd. (SSgA) is a Canadian mutual fund manager headquartered in Montreal, Quebec with an additional office in Toronto, Ontario. The firm was founded in 1991 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA provides asset allocation models on a non-discretionary basis to investment advisers and other financial institutions. They also provide investment advice to pensions and profit-sharing plans. | Investment Managers | Sales & Marketing | |
| University of Oxford | College/University | Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
ING Investment Management Americas
 ING Investment Management Americas Investment ManagersFinance ING Investment Management Americas provides investment management services. The firm offers investment services to corporations, pension funds, mutual funds, healthcare organizations and insurance firms. The company is headquartered in Hartford, CT. | Investment Managers | Sales & Marketing | |
| University of California, Los Angeles | College/University | Masters Business Admin Doctorate Degree Graduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
GATX Ventures, Inc.
 GATX Ventures, Inc. Investment ManagersFinance GATX Ventures, Inc. (GATX Ventures Inc), a subsidiary of GATX Financial Corp. is a venture capital firm founded in 1999. The firm is headquartered in Chicago, Illinois. | Investment Managers | President President | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
The Bar Association of San Francisco
 The Bar Association of San Francisco Miscellaneous Commercial ServicesCommercial Services The Bar Association of San Francisco operates as a professional membership organization. The non-profit company is based in San Francisco, CA and has subsidiaries in the United States. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree Graduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
State Street Global Advisors Inc. (Research)
 State Street Global Advisors Inc. (Research) Investment ManagersFinance Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies | Investment Managers | Institutional Sales | |
Old Republic Title Holding Co., Inc.
 Old Republic Title Holding Co., Inc. Insurance Brokers/ServicesFinance Old Republic Title Holding Co., Inc. provides residential and commercial title insurance products. It also provides title insurance products and services including relocation, government-assisted housing, lender and builder-developer services. The company was founded in 1969 and is headquartered in Oakland, CA. | Insurance Brokers/Services | General Counsel | |
Geneva Venture Partners LLC
 Geneva Venture Partners LLC Investment ManagersFinance Geneva Venture Partners LLC (Geneva Venture Partners) is a venture capital subsidiary of Geneva Group International AG founded in 1983 by Igor M. Sill. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
WR Hambrecht & Co. Ventures
 WR Hambrecht & Co. Ventures Investment ManagersFinance WR Hambrecht & Co. Ventures (WR Hambrecht & Co) is a venture capital subsidiary of WR Hambrecht + Co. LLC founded in 1999 by William Robert Hambrecht and Igor M. Sill. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
Karna Global Technologies, Inc.
 Karna Global Technologies, Inc. Information Technology ServicesTechnology Services Karna Global Technologies, Inc. provides software systems integration and information technology services. The firm provides electronic solutions, outsource and business intelligence services. Its customers include the financial services, retailing, telecommunications and government sectors. The company was founded by Kannan Ayyar in 1999 and is headquartered in San Jose, CA. | Information Technology Services | Director/Board Member | |
| Golden Gate University | College/University | Graduate Degree |
Statistics
International
| United States | 43 |
| United Kingdom | 3 |
| Canada | 2 |
Sectoral
| Finance | 23 |
| Consumer Services | 16 |
| Technology Services | 5 |
| Commercial Services | 3 |
| Energy Minerals | 2 |
Operational
| Director/Board Member | 186 |
| Corporate Officer/Principal | 153 |
| President | 101 |
| Undergraduate Degree | 90 |
| Chief Investment Officer | 64 |
Most connected contacts
| Insiders | |
|---|---|
| Bob Doll | 81 |
| Reynato Serrano Puno | 28 |
| Zun Yi Liu | 22 |
| Stephen Payne Bradley | 21 |
| John Custance Kerr | 18 |
| Larry Sonsini | 16 |
| Kaik Wong Chan | 15 |
| Chris Ricciardi | 15 |
| Chun-Hsien Wei | 14 |
| Michael Boskin | 14 |
| Bob Oster | 14 |
| Diehl Bowen | 13 |
| Yue Nong Chow | 13 |
| William Ballhaus | 12 |
| Paul R. Gray | 12 |
- Stock Market
- Insiders
- Paul Jeffrey Gerard
- Company connections
