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
“The Papa John’s journey”
15 May 2019
The Papa John’s journey: from 49% funded to fully bought out See how we helped the Papa John’s pension scheme manage financial...
“Dealing with distress part three: PPF assessment & PPF+ buy out”
3 May 2019
Assuming you’ve read ‘Dealing with distress part one (keep calm and carry on) and part two (radical surgery)’ , we’ve reached the point where a...
“Professional trustee accreditation: B+”
29 Apr 2019
Most trustees sitting on pension scheme boards will be seeking the best outcomes for their members and having an increased level of knowledge and...
