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KC

Kevin Gerard, Cfs, Chmfc

Managing Director at Dartmouth Financial Contract Services
Intro Book
Seasoned financial expert with 21 years of experience in wealth management and capital markets.
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Location
Leetsdale, Pennsylvania, United State...
Skills
  • Wealth Management
  • Portfolio Management
  • Capital Markets
  • Design
  • Bloomberg
  • Show all
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Bio

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Kevin Gerard, Cfs, Chmfc, is a seasoned financial expert with 21 years of experience in wealth management, portfolio management, and capital markets. He holds a Bachelor of Arts degree in Economics from the University of Denver and is a Chartered Mutual Fund Councilor and Certified Fund Specialist. Kevin has worked with various clients, including Great West Life, Charles Schwab, and Icon Funds, providing services such as operations, risk/reward analysis, and fund selection. Kevin relocated to Pittsburgh, PA in 2011 and has been working as a Managing Director at Dartmouth Financial Contract Services. He has also held positions at Lincoln Financial Advisors/Sagemark Consulting and Labrador Financial Resources, Inc.

Experience

  • Dartmouth Financial Contract Services
    • Relocated to Pittsburgh,PA 09/2011
    • Managing Director
      • Jan 2003 - Present
      • Relocated to Pittsburgh,PA 09/2011

      Contract assignments in variety of financial service projects related to mutual fund investments such as operations, risk/reward analysis and fund selection/portfolio design for such clients as Great West Life, Charles Schwab, Icon Funds and Wealth by DesignRelocated to Pittsburgh, PA 09/2011

  • Lincoln Financial Advisors/Sagemark Consulting
    • Englewood,CO
    • Investment Operations Manager
      • Jun 2000 - Mar 2003
      • Englewood,CO

      Directed sales/marketing support for staff of 20 planners working in portfolio analysis, retirement planning, insurance structuring.Certified Fund SpecialistChartered Mutual Fund Councilor

  • Labrador Financial Resources, Inc
    • Englewood,CO
    • Senior Investment Officer/Registered Investment Advisor
      • Jan 1993 - Jan 2000
      • Englewood,CO

      Developed investment portfolio strategies for individual and corporate clients utilizing fee based managed accounts.Developed strategies for owners of variable insurance and annuity products. Registered Investment Advisor, Certified Fund Specialist and Chartered Mutual Fund Councilor.Worked with...

Education

  • 2000 - 2001
    College for Financial Planning
  • 1993 - 1993
    Institute of Business and Finance
  • 1972 - 1976
    University of Denver

Suggested Services

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Industry Focus. “Financial Services”

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