Gerald acts as professional trustee to both defined benefit and defined contribution clients.
Gerald has nearly 40 years’ experience in finance and 15 years as a pension trustee. He acts as chair of trustees, sole trustee and co-trustee on a variety of defined benefit and defined contribution schemes, including master trusts. He is also a member of an Independent Governance Comiittee (IGC).
Gerald started his career in New York as a management trainee at The Bank of New York (BNY). He moved into corporate banking, before progressing his career in London 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. He later became Head of European Pensions at BNY Mellon, which provided him with broad experience in the strategy, investment and financial management of pension schemes across the UK, Europe and Scandinavia.
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
“Data breaches – are trustees really in control?”
7 Apr 2020
Pension trustees (as data controllers) must report a personal data breach that creates risk for individuals to the Information Commissioner’s...
“Coronavirus & escrow (two words I never expected to use in the same sentence)”
31 Mar 2020
This Covid-19 world certainly is crazy. Implications are far reaching and pensions are not immune – a very real example being the ‘coronavirus...
“It seemed like a good idea at the time…”
12 Mar 2020
Sometimes, as it turns out, pension consultants can be too clever by half. What seemed like a good idea at the time turns out to be painful,...
