Gerard is an experienced financial professional whose journey into the world of finance began with a childhood curiosity. Inspired by his very first stock purchase shortly after his 13th birthday, Gerard’s career trajectory took shape. In 1982, Gerard began his financial services career at Bache Halsey Stuart & Shields, which evolved into Prudential Securities. His professional journey led to significant milestones at UBS in 1999, JPMorgan in 2009, and finally, RBC Wealth Management. Outside of his financial career, Gerard spends time between the Hamptons and New York City with his lovely wife, Susan, and their wonderful daughter, Julia. Gerard also enjoys taking his faithful dog, Mikey, to the beach, the dog park and going for bike rides.