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 sole trustee shift”
15 Jan 2020
What do you think about sole trusteeship? A sensible, cost effective way of ensuring a pension scheme is well managed, or an option exposed to...
“Sole trusteeship & a successful small scheme buy in”
16 Dec 2019
From a substantial funding shortfall to achieving a buy-in in eight years, this case study looks at sole trusteeship and the journey towards a...
“Spare a thought for the pension administrators... ”
9 Dec 2019
...who now have yet another step to complete in the DB to DC transfer process! Given that pension scams continue to be a major problem, and...
