Profiel
Mr. Sumner Gerard, CFA, is Research Director at P.
R.
Herzig & Co., Inc.
Prior to joining P.R.
Herzig & Co. in 2002, Mr. Gerard was employed by a New York-based fund of funds from 2000 to 2001.
Previously, he worked for 18 years at predecessor banks of JP Morgan Chase, including five years in Taiwan and two years in China, where he was the Senior In-country Officer.
Mr. Gerard is a member of the New York Society of Security Analysts.
He is a trustee of several trusts and private charitable foundations.
Mr. Gerard graduated from Bowdoin College in 1976 with a BA in economics and French literature.
He earned the Chartered Financial Analyst designation in 2000 and is a member of the New York Society of Security Analysts.
Eerdere bekende functies van Sumner Gerard
Bedrijven | Functie | Einde |
---|---|---|
JPMORGAN CHASE & CO. | Corporate Officer/Principal | 31-12-1999 |
P. R. Herzig & Co., Inc.
P. R. Herzig & Co., Inc. Investment ManagersFinance Founded in 1957, P.R. Herzig & Co., is a registered investment adviser located in Roslyn Heights, New York. | Directeur van Onderzoek - Eigen Vermogen | - |
Opleiding van Sumner Gerard
Bowdoin College | Undergraduate Degree |
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Beursgenoteerde bedrijven | 1 |
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JPMORGAN CHASE & CO. | Finance |
Bedrijven in privébezit | 1 |
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P. R. Herzig & Co., Inc.
P. R. Herzig & Co., Inc. Investment ManagersFinance Founded in 1957, P.R. Herzig & Co., is a registered investment adviser located in Roslyn Heights, New York. | Finance |