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.