Peter Goelet Gerry
Analyst-Equity bij Dividend Assets Capital LLC
Profiel
Mr. Peter G.
Gerry, III, is Portfolio Manager & MLP Analyst at Dividend Assets Capital LLC.
He joined the firm in October 2012.
He is responsible for monitoring companies in the energy master limited partnerships sector and making buy/sell recommendations to the Investment Committee.
He is a member of the Board of Directors of The Religious Society of Free Quakers.
He has over 8 years of investment experience.
Prior to joining DAC, Mr. Gerry was Senior Auditor for Office of the State Auditor, New Jersey.
He graduated summa cum laude from Rider University (BSBA) and with distinction from Rider University (Master of Accountancy having a concentration in Fraud and Forensic Accounting).
Actieve functies van Peter Goelet Gerry
| Bedrijven | Functie | Begin |
|---|---|---|
Dividend Assets Capital LLC
 Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Analyst-Equity | 01-10-2012 |
Opleiding van Peter Goelet Gerry
| Rider University | Graduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Dividend Assets Capital LLC
Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Finance |
