David Gerber

David Gerber Email and Phone Number

30+ Years Finding Investment Solutions in Public and Private Markets | Global Equity PM to Private Real Estate Sponsor | Proptech Startup COO with Successful Exit @ Bath Savings Trust Co
David Gerber's Location
Yarmouth, Maine, United States, United States
David Gerber's Contact Details

David Gerber personal email

n/a
About David Gerber

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.

David Gerber's Current Company Details
Bath Savings Trust Co

Bath Savings Trust Co

View
30+ Years Finding Investment Solutions in Public and Private Markets | Global Equity PM to Private Real Estate Sponsor | Proptech Startup COO with Successful Exit
David Gerber Work Experience Details
  • Bath Savings Trust Co
    Investment Officer
    Bath Savings Trust Co Dec 2024 - Present
  • Cove Investments
    Managing Member
    Cove Investments Mar 2019 - Present
    In 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.
  • Circa
    Chief Operating Officer
    Circa Apr 2022 - May 2024
    Brunswick, Me, Us
    A 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.
  • William O'Neil + Co. Inc.
    Managing Director
    William O'Neil + Co. Inc. May 2016 - Dec 2021
    Los Angeles, Ca, Us
    Global equity sales coverage for clients based in Boston, Toronto, Montreal, and Sao Paulo.
  • Hale
    Board Member
    Hale Mar 2016 - Mar 2019
    Westwood, Ma, Us
  • Ubs Investment Bank
    Institutional Equity Sales
    Ubs Investment Bank Apr 2010 - Apr 2016
    Zurich, Ch
    European equities focus covering all large accounts in Boston.
  • Putnam Investments
    Portfolio Manager
    Putnam Investments Dec 2008 - Dec 2009
    Boston, Massachusetts, Us
    Managed the Putnam Global Industrials Fund.
  • Putnam Investments
    European Equity Analyst
    Putnam Investments Oct 2005 - Dec 2009
    Boston, Massachusetts, Us
    Lead European Industrials Analyst on the International Equity team. Maintained ratings and models for more than 60 companies.
  • Putnam Investments
    Senior Vice President, Portfolio Manager, Global Core Equity
    Putnam Investments Oct 2002 - Sep 2005
    Boston, Massachusetts, Us
    Member 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.
  • Putnam Investments
    Vice President, Portfolio Construction Specialist, Global Core Equity
    Putnam Investments Oct 2001 - Oct 2002
    Boston, Massachusetts, Us
    Managed 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.
  • Putnam Investments
    Assistant Vice President, Senior Portfolio Associate
    Putnam Investments Jun 1998 - Oct 2001
    Boston, Massachusetts, Us
    Managed 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.
  • Putnam Investments
    Investment Associate, Us Core Growth Team
    Putnam Investments Oct 1996 - Jun 1998
    Boston, Massachusetts, Us
    Junior 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.
  • Sanford C. Bernstein
    Associate Portfolio Manager
    Sanford C. Bernstein Oct 1993 - May 1996
    New York, Ny, Us
    Ran optimizations for client portfolios to drive recommended trades in client portfolios.
  • City Of Hartford
    Hartford City Council Executive Assistant
    City Of Hartford Sep 1992 - Oct 1993
    Hartford, Connecticut, Us
    Provided research and administrative support to Council members, with specific focus on Housing and Legislative Relations Committees.

David Gerber Skills

Equities Investments Portfolio Management Valuation Hedge Funds Bloomberg Mutual Funds Equity Research Investment Management Asset Management Alternative Investments Derivatives Capital Markets Securities Emerging Markets Series 7 Series 63 Risk Management Financial Modeling Chartered Financial Analyst Product Management Research Asset Managment Presentations

David Gerber Education Details

  • Trinity College-Hartford
    Trinity College-Hartford
    History
  • King'S College London
    King'S College London
    European 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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.