Kevin Gerard

Kevin Gerard

Vice President, Relationship Manager
New York City, NY | USA

Kevin Gerard

Kevin Gerard serves as a Relationship Manager in the Private Banking division. In this role, he advises high-net-worth individuals and families, private business owners, family offices, and private foundations. Kevin is responsible for delivering the firm’s investment management, wealth planning, and family office solutions to clients.

Prior to joining the firm in 2023, Kevin was a Principal and Senior Client Advisor at Bessemer Trust. Previously, he was a Senior Consultant at Deloitte & Touche.

Kevin received a B.A. in economics from Boston College and an MBA from Cornell University’s Johnson Graduate School of Management.

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