Gerald acts as professional trustee to both defined benefit and defined contribution clients.
Gerald has over 35 years’ experience in the finance industry, starting in New York as a management trainee at The Bank of New York (BNY). He moved into corporate banking, before transferring to London to progress his career in management roles at BNY and Société Générale.
In 2005, Gerald led an HR team of over 50 at BNY and became a trustee of their hybrid pension scheme. This led to further involvement in pensions, culminating in being named Head of European Pensions at BNY Mellon, a global leader in asset management and asset servicing.
Gerald joined us in 2014. His experience in investment and covenant matters brings very relevant skills to the challenges facing UK pension schemes today. He is a regular speaker at industry events.
Gerald is an adventurous type, having sailed the Pacific Ocean and co-led an expedition of students to the summit of Mount Kilimanjaro. As you do, in your spare time...
Qualifications: BA from Williams College, MA, PMI Level 3 Award in Pension Trusteeship DB/DC
“Stimulating debate around the trustee board table”
5 Jul 2019
You’ll all have heard about the need for competitive tenders for fiduciary manager appointments, but there’s a less well communicated new...
“Declarations of intent: a case of regulatory grip tightening”
20 Jun 2019
With all the recent high profile cases in the press - Arcadia, BHS and Carillion being the most obvious – it’s no surprise the government wants to...
“Big pension schemes: the view from our trustee secretaries”
13 Jun 2019
Maybe it is just that an analytical mind is useful when you work in pensions and categorising things helps us, but I’ve always thought it's...
