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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’s customization considers risk tolerance, time horizon, liquidity needs, tax considerations, and client directed restrictions such as, but not limited to, social concerns, and all other pertinent issues of their clients. The firm considers a US investment strategy to invest primarily in US domiciled entities. They consider an international investment strategy to invest primarily in non-US domiciled entities, and a global investment strategy to invest in a mix of both US and non-US domiciled entities. | 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 MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Gestionnaire de Portefeuille-Actions | 29/03/2005 |
Formation de Paul Jeffrey Gerard
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton Global Asset Management LLC
Princeton Global Asset Management LLC Investment ManagersFinance Princeton Global’s customization considers risk tolerance, time horizon, liquidity needs, tax considerations, and client directed restrictions such as, but not limited to, social concerns, and all other pertinent issues of their clients. The firm considers a US investment strategy to invest primarily in US domiciled entities. They consider an international investment strategy to invest primarily in non-US domiciled entities, and a global investment strategy to invest in a mix of both US and non-US domiciled entities. | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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