David Gerber Email and Phone Number
David Gerber work email
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David Gerber personal email
Throughout my career, I’ve excelled in roles demanding a combination of breadth and depth. As the COO of a startup, stock analyst, portfolio manager, multifamily real estate investor, and institutional equity salesperson I’ve demonstrated an ability to extract signal from noise and focus on what matters. These experiences honed my ability to prioritize, ramp up on new topics quickly, communicate complex topics in simple terms, and solve problems. I love learning, contributing to successful teams, and supporting the growth of others. I’m collaborative by nature and have enjoyed forging deep relationships with colleagues and clients throughout my career. After 25+ years in global equities, roughly half on the buy side and half on the sell side, I dove into commercial real estate. In 2019 I founded Cove Investments to acquire smaller apartment buildings where my partners and I can meaningfully improve operations through professional management. This was another opportunity to quickly become an expert in a new domain. I developed relationships with seasoned operators, earned a commercial real estate certificate through Cornell, and actively contributed to projects as a general partner.While continuing to run Cove, I embraced a new and exciting opportunity as Chief Operating Officer at Circa in April 2022. Circa was a mission-driven, proptech company seeking to revolutionize rent payments. I leveraged my experience in multifamily and launching Cove, but an executive role at a venture-funded startup provided ample opportunity for challenge and growth. Circa successfully exited in the spring of 2024 via a sale to Stake, a larger private company also in an adjacent area within proptech.On a personal note, I’m also an avid reader and podcast listener, and I love meeting and exploring new topics with new people. I’m actively building my network on LinkedIn and sharing my thoughts via my bi-weekly email newsletter, "Beyond the Cove."Contact me directly if you want to learn more about investing in smaller multifamily properties, discussing mid-career pivots, or just genuine networking.
Bath Savings Trust Co
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Investment OfficerBath Savings Trust Co Dec 2024 - Present -
Managing MemberCove Investments Mar 2019 - PresentIn 2019, I founded Cove Investments to acquire workforce housing. Cove targets smaller apartment buildings where we can meaningfully improve operations through professional management. Through Cove, I also invest in private companies and provide consulting services. -
Chief Operating OfficerCirca Apr 2022 - May 2024Brunswick, Me, UsA senior leader at an ambitious, seed-funded startup in the proptech/fintech space. Constantly leveraging a broad range of skills and experience to support Circa's team and our growth. Driving initiatives across strategy, operations, financial reporting, and business processes. -
Managing DirectorWilliam O'Neil + Co. Inc. May 2016 - Dec 2021Los Angeles, Ca, UsGlobal equity sales coverage for clients based in Boston, Toronto, Montreal, and Sao Paulo. -
Board MemberHale Mar 2016 - Mar 2019Westwood, Ma, Us -
Institutional Equity SalesUbs Investment Bank Apr 2010 - Apr 2016Zurich, ChEuropean equities focus covering all large accounts in Boston. -
Portfolio ManagerPutnam Investments Dec 2008 - Dec 2009Boston, Massachusetts, UsManaged the Putnam Global Industrials Fund. -
European Equity AnalystPutnam Investments Oct 2005 - Dec 2009Boston, Massachusetts, UsLead European Industrials Analyst on the International Equity team. Maintained ratings and models for more than 60 companies. -
Senior Vice President, Portfolio Manager, Global Core EquityPutnam Investments Oct 2002 - Sep 2005Boston, Massachusetts, UsMember of Global Core Equity team managing $9bn for retail and institutional clients. Process blended bottom-up fundamental research with quantitative signals to focus research efforts. Extensive client and consultant contact, including new business presentations and client reviews. -
Vice President, Portfolio Construction Specialist, Global Core EquityPutnam Investments Oct 2001 - Oct 2002Boston, Massachusetts, UsManaged customized global portfolios for institutional clients of approximately $5B. Chaired weekly portfolio construction and risk analysis meeting for Global Core Team including role as designated "devil's advocate". Researched, evaluated, and recommended stock ideas to Global Core Team. -
Assistant Vice President, Senior Portfolio AssociatePutnam Investments Jun 1998 - Oct 2001Boston, Massachusetts, UsManaged trade implementation team for all equity products. Also provided ad hoc support in developing Global Core Equity product as it transitioned from an aggregate of separate portfolios to a global seamless structure. Key tasks included portfolio construction and fundamental stock research. -
Investment Associate, Us Core Growth TeamPutnam Investments Oct 1996 - Jun 1998Boston, Massachusetts, UsJunior member of the US Core Growth Investment team. Hired as first Investment Associate to work with an investment team at Putnam, following success of program in Global Research. Role included a variety of tasks including screening for ideas, stock research on names uncovered by research, presentations to the team, and support for marketing materials. -
Associate Portfolio ManagerSanford C. Bernstein Oct 1993 - May 1996New York, Ny, UsRan optimizations for client portfolios to drive recommended trades in client portfolios. -
Hartford City Council Executive AssistantCity Of Hartford Sep 1992 - Oct 1993Hartford, Connecticut, UsProvided research and administrative support to Council members, with specific focus on Housing and Legislative Relations Committees.
David Gerber Skills
David Gerber Education Details
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Trinity College-HartfordHistory -
King'S College LondonEuropean History
Frequently Asked Questions about David Gerber
What company does David Gerber work for?
David Gerber works for Bath Savings Trust Co
What is David Gerber's role at the current company?
David Gerber's current role is 30+ Years Finding Investment Solutions in Public and Private Markets | Global Equity PM to Private Real Estate Sponsor | Proptech Startup COO with Successful Exit.
What is David Gerber's email address?
David Gerber's email address is da****@****eil.com
What schools did David Gerber attend?
David Gerber attended Trinity College-Hartford, King's College London.
What skills is David Gerber known for?
David Gerber has skills like Equities, Investments, Portfolio Management, Valuation, Hedge Funds, Bloomberg, Mutual Funds, Equity Research, Investment Management, Asset Management, Alternative Investments, Derivatives.
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