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Gerry Cosgrove, Cfa, Caia profile image

Gerry Cosgrove, Cfa, Caia

Business Development Manager at Eolas Capital
Intro Book
Seasoned finance professional with investment management and sales expertise.
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Location
Greater Boston, US
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Bio

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Gerry Cosgrove, CFA, CAIA, is a seasoned finance professional with a strong background in investment management and sales. He has held various leadership positions, including Business Development Manager at Eolas Capital, Head of US Sales and Consultant Relations at Mellon, and Managing Director at RBC Global Asset Management. Gerry holds a BA in Economics from the University of Pennsylvania and an MBA from UW Foster School of Business. He is also certified as a Chartered Financial Analyst (CFA) and an Alternative Investment Analyst (CAIA).

Credentials

  • Alternative Investment Analyst Charter (CAIA Charter)
    CAIA Association
  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Series 24
    FINRA
  • Series 3
    National Futures Association
  • Series 63
    FINRA
  • Series 7
    FINRA

Experience

  • Eolas Capital
    • Boston, MA
    • Business Development Manager
      • Oct 2023 - Present
      • Boston, MA

      Lead the business development efforts for placement agent representing private equity, private credit, hedge fund and energy strategies.

  • Newton Investment Management Group
    • Boston, Massachusetts, United States
    • Head of US Sales and Consultant Relations
      • Sep 2021 - Jan 2023
      • Boston, Massachusetts, United States

      Led a 10 person sales and consultant relations team as a player / coach marketing multi asset, equity and fixed income investment strategies.

  • Mellon
    • Boston, Massachusetts
    • Managing Director, Head of U.S. Institutional Sales and Consultant Relations
      • Mar 2018 - Sep 2021
      • Boston, Massachusetts

      Player / coach responsible for sales and consultant relations for $1 trillion asset management firm marketing multi asset, equity, fixed income and alternative investment strategies.

  • RBC Global Asset Management (U.S.) Inc.
    • Greater Boston Area
    • Managing Director, Head of Consultant Relations - U.S.
      • Feb 2012 - Mar 2018
      • Greater Boston Area

  • Two Sigma Investments
    • New York, NY
    • Vice President
      • Jan 2011 - Feb 2012
      • New York, NY

  • Wellington Management
    • Vice President
      • Apr 2010 - Jan 2011

  • Neuberger Berman
    • Managing Director
      • May 2009 - Apr 2010

  • Lehman Brothers
    • Senior Vice President
      • Jan 2007 - May 2009

  • T. Rowe Price
    • Vice President
      • 2003 - 2007

  • Wilshire Associates
    • Vice President
      • 2001 - 2003

  • Intel Corporation
    • Finance
      • 1999 - 2001

  • US Navy
    • Lieutenant
      • 1991 - 1996

    • Lieutenant
      • 1991 - 1996

Education

  • 1987 - 1991
    University of Pennsylvania
    BA, Economics
  • 1996 - 1999
    UW Foster School of Business
    MBA, Finance

Suggested Services

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Industry Focus. “Investment Banking”

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