Senior VP | First Tennessee Advisors Chief Investment Officer | FTB Wealth Management Board Treasurer
Since 2007, As Chief Investment Officer of First Tennessee Bank Advisors, Gerald and his staff of five have provided research and analytical support to more that 100 Investment Advisors, Financial Planners and Trust Officers located throughout the Southeast with a goal of maximizing risk adjusted returns and growing a $4 billion portfolio of Assets Under Management (AUM). He serves as the Chair of the Registered Investment Advisor (RIA) Investment Committee (responsible for development of investment policies, procedures and risk management protocols) and serves as a member of the bank’s Retirement Investment Committee.
Prior to First TN, Gerald was the Director of Alternative Investments at the LaSalle Bank in Chicago, IL. He was co-founder and Director of Corporate Finance responsible for marketing, client services and transaction execution support, for over 300 LaSalle Bank relationship managers with Corporate Finance Group and ABN AMRO Investment Banking and Capital Markets Group. Gerald was a Managing Director at Lamborn Securities in New York City for over two years, worked for J.P. Morgan Futures Inc. Quantum Financial Services, and owned Laurain & Company, an independent floor brokerage operation.