Gerald Gugger
Vice President
Gerry is a Vice President in Segal Marco Advisors, affiliated with the New York office. He has nearly 15 years of investment and consulting experience.
Prior to joining Segal Marco, Gerry was Vice President, Institutional & Taft-Hartley Services, at Manning & Napier, an investment firm based in Fairport, NY. His responsibilities included serving clients and business development, primarily focusing on managing large multiemployer clients, as well as select corporate, nonprofit and sub-advised relationships. Previously, he was Manning & Napier’s Head of Content Strategy, after having first served as an Investment Communication Strategist.
Gerry has also worked for Armstrong Advisory Group, a wealth management firm in Needham, MA. He began his career at State Street.
Gerry earned a BS in Management with a Concentration in Finance from the Carroll School of Management at Boston College (Chestnut Hill, MA). He is a Chartered Financial Analyst (CFA) who holds Series 7 and Series 63 securities licenses, as well as sits on the Board for the CFA Society Rochester.
Contact Gerald
Leadership
Gerald Gugger
Vice President
Gerry is a Vice President in Segal Marco Advisors, affiliated with the New York office. He has nearly 15 years of investment and consulting experience.
Prior to joining Segal Marco, Gerry was Vice President, Institutional & Taft-Hartley Services, at Manning & Napier, an investment firm based in Fairport, NY. His responsibilities included serving clients and business development, primarily focusing on managing large multiemployer clients, as well as select corporate, nonprofit and sub-advised relationships. Previously, he was Manning & Napier’s Head of Content Strategy, after having first served as an Investment Communication Strategist.
Gerry has also worked for Armstrong Advisory Group, a wealth management firm in Needham, MA. He began his career at State Street.
Gerry earned a BS in Management with a Concentration in Finance from the Carroll School of Management at Boston College (Chestnut Hill, MA). He is a Chartered Financial Analyst (CFA) who holds Series 7 and Series 63 securities licenses, as well as sits on the Board for the CFA Society Rochester.
Contact Gerald
Leadership
Gerald Gugger
Vice President
Contact Gerald
Gerry is a Vice President in Segal Marco Advisors, affiliated with the New York office. He has nearly 15 years of investment and consulting experience.
Prior to joining Segal Marco, Gerry was Vice President, Institutional & Taft-Hartley Services, at Manning & Napier, an investment firm based in Fairport, NY. His responsibilities included serving clients and business development, primarily focusing on managing large multiemployer clients, as well as select corporate, nonprofit and sub-advised relationships. Previously, he was Manning & Napier’s Head of Content Strategy, after having first served as an Investment Communication Strategist.
Gerry has also worked for Armstrong Advisory Group, a wealth management firm in Needham, MA. He began his career at State Street.
Gerry earned a BS in Management with a Concentration in Finance from the Carroll School of Management at Boston College (Chestnut Hill, MA). He is a Chartered Financial Analyst (CFA) who holds Series 7 and Series 63 securities licenses, as well as sits on the Board for the CFA Society Rochester.
Leadership
Gerald Gugger
Vice President
Contact Gerald
Gerry is a Vice President in Segal Marco Advisors, affiliated with the New York office. He has nearly 15 years of investment and consulting experience.
Prior to joining Segal Marco, Gerry was Vice President, Institutional & Taft-Hartley Services, at Manning & Napier, an investment firm based in Fairport, NY. His responsibilities included serving clients and business development, primarily focusing on managing large multiemployer clients, as well as select corporate, nonprofit and sub-advised relationships. Previously, he was Manning & Napier’s Head of Content Strategy, after having first served as an Investment Communication Strategist.
Gerry has also worked for Armstrong Advisory Group, a wealth management firm in Needham, MA. He began his career at State Street.
Gerry earned a BS in Management with a Concentration in Finance from the Carroll School of Management at Boston College (Chestnut Hill, MA). He is a Chartered Financial Analyst (CFA) who holds Series 7 and Series 63 securities licenses, as well as sits on the Board for the CFA Society Rochester.
Leadership
Gerald Gugger
Vice President
Contact Gerald
Gerry is a Vice President in Segal Marco Advisors, affiliated with the New York office. He has nearly 15 years of investment and consulting experience.
Prior to joining Segal Marco, Gerry was Vice President, Institutional & Taft-Hartley Services, at Manning & Napier, an investment firm based in Fairport, NY. His responsibilities included serving clients and business development, primarily focusing on managing large multiemployer clients, as well as select corporate, nonprofit and sub-advised relationships. Previously, he was Manning & Napier’s Head of Content Strategy, after having first served as an Investment Communication Strategist.
Gerry has also worked for Armstrong Advisory Group, a wealth management firm in Needham, MA. He began his career at State Street.
Gerry earned a BS in Management with a Concentration in Finance from the Carroll School of Management at Boston College (Chestnut Hill, MA). He is a Chartered Financial Analyst (CFA) who holds Series 7 and Series 63 securities licenses, as well as sits on the Board for the CFA Society Rochester.
