Gerard is a wealth management analyst who supports advisors by preparing portfolio reports, assisting with client reviews, and providing analytical support to enhance the client experience. He enjoys translating data into clear insights that help advisory teams deliver thoughtful, personalized guidance. Gerard holds a B.S. in Economics degree from Texas A&M University and is currently studying for the Series 65 exam. Outside of work, he is a passionate foodie and prioritizes staying active through regular workouts.