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Gerard Federici

Managing Director – New York New York 

Gerard joined JTC as part of the 2021 acquisition of Essential Fund Services where he was the Managing Member and founder.

Gerard has 30 years of financial services experience including 25 years in fund administration.

Prior to JTC, Gerard was a Partner at Cogent Management Inc., which was acquired by SS&C Technologies, Inc. in 2006. During his time at Cogent, he managed the growth of and provision of administrative services to over 250 investment partnerships and similar pooled-investment vehicles which managed in excess of $16 billion of AUM.


  • B.S. in Accounting
  • Certified public accountant in New York State


Our resources and strengths

We value shared ownership

We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We invest in people

Over 83% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

We embrace technology

We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.

We value relationships

We aim to work with clients who share our belief in the importance of building strong relationships over time.

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