Gerald Moore

Gerald Moore Email and Phone Number

Chief Operating Officer (COO) at First Trust Direct Indexing @ Veriti Management (acquired by First Trust Portfolios)
Gerald Moore's Location
Greater Boston, United States
Gerald Moore's Contact Details

Gerald Moore work email

Gerald Moore personal email

About Gerald Moore

Gerry Moore is the former COO and Co-founder of ZiipRoom, a start-up communications software company, where he oversaw finance, administration, and operations.Mr. Moore relentlessly strives for continuous improvement, which has led to his growing and scaling several organizations. He has successfully turned around three underperforming organizations and launched two new businesses. Gerry is experienced in financial planning and analysis, structuring organizations, and re-engineering business processes. He is known among his peers as a natural planner and organizer, and excels at unpacking the key issues from complex problems to make objective decisions. Mr. Moore achieves results by building close relationships with colleagues, partners and clients, using an inclusive leadership style and effective problem solving. Gerry has an extensive background in the technology and healthcare industries, having met with and evaluated the business and financial strategies of thousands of rapidly growing companies in his two decades in the investment management industry. Prior to his investment career, he spent four years in the semiconductor industry, where he developed expertise in product development, go-to-market strategy, and market share growth initiatives.An active angel investor with Launchpad Venture Group and Converge Venture Partners, Mr. Moore has invested in, refined business plans, and developed funding strategies for a range of start-up companies. He also applies his management expertise as board treasurer and finance/audit committee chair of several non-profit organizations and private companies.

Gerald Moore's Current Company Details
Veriti Management (acquired by First Trust Portfolios)

Veriti Management (Acquired By First Trust Portfolios)

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Chief Operating Officer (COO) at First Trust Direct Indexing
Gerald Moore Work Experience Details
  • Veriti Management (Acquired By First Trust Portfolios)
    Chief Operating Officer
    Veriti Management (Acquired By First Trust Portfolios) 2019 - Present
    Greater Boston Area
    Chief Operating Officer (2020-Present)Chief Strategy Officer (2019-2020)Veriti is on a mission to reimagine investing. The old paradigm is to measure success only by investment returns. The new paradigm adds two key dimensions: saving taxes and doing good (buying those companies that make the world a better place). Veriti provides personalized direct indexing for public equities available only to financial advisors and institutions. Investors can pick almost any stock index and customize it at low cost to reflect their unique values and tax situations. The goal is better net returns after all costs and taxes, while also aligning with the investor’s personal values. Mission accomplished. #directindexing #taxlossharvesting #valuesinvesting
  • Launchpad Venture Group
    Member
    Launchpad Venture Group 2014 - 2023
    Boston, Ma
    Active member of the largest angel investment group in the Northeast, which funds technology, healthcare, life science, and "green" start-up companies in the greater Boston area
  • Ziiproom (Acquired By Bose Corp)
    Coo And Co-Founder
    Ziiproom (Acquired By Bose Corp) 2016 - 2019
    Burlington, Massachusetts
    Co-founder, COO & Treasurer of ZiipRoom, a software company developing productivity and connectivity solutions for meeting rooms. Managed finance, administration, and operations. Raised two rounds of venture capital financing. Scaled operations for market launch - established over 20 hardware partnerships and distributor/reseller agreements. Negotiated acquisition, led due diligence efforts, completed sale of company to Bose in January 2019.
  • Nido Surgical (Acquired By Circa Scientific)
    Ceo And Co-Founder
    Nido Surgical (Acquired By Circa Scientific) 2014 - 2016
    Needham, Ma
    CEO and co-founder of Nido Surgical, a medical device company developing minimally invasive instruments for direct-vision, beating-heart surgery, based on technology developed by Dr. Pedro del Nido, Chief of Cardiac Surgery at Boston Children’s Hospital. Established legal corporation, negotiated patent licensing agreement, developed business plan, hired executive staff, secured grant from National Institutes of Health and seed funding from venture capital firm. Assets were sold to Circa Scientific in February 2022
  • Eaton Vance Management
    Vice President
    Eaton Vance Management 2010 - 2013
    Boston, Ma
    Co-portfolio manager of the Eaton Vance Multi-Cap Growth Fund, a $300 million multi-cap growth US equity fund. Redesigned investment process and marketing approach of this underperforming fund, which led to improved performance in the subsequent three years. Mentored two newly promoted co-portfolio managers. Also served as research analyst on small-cap healthcare sector.
  • Putnam Investments
    Managing Director
    Putnam Investments 1997 - 2010
    Boston, Ma
    Managing Director, Senior Portfolio Manager (2007 - 2010)Sole manager of the Putnam New Opportunities Fund, a $4 billion multi-cap growth US equity fund. Turned around this bottom ranked fund to one outperforming peers in just two years.Senior Vice President, Portfolio Manager (2000 - 2007)Co-manager of the Putnam Capital Opportunities Fund, a $2 billion small-cap core US equity fund. Redesigned and continually improved investment process, which drove the fund to strongly outperform its benchmark and peers. Grew assets from $500 million to $2 billion. Also sole managed small-cap healthcare and consumer sector funds, which outperformed their benchmarks every year.Senior Vice President, Senior Equity Analyst (1997 - 2000)Provided industry research and investment recommendations on the semiconductor, hardware, and consumer products sectors for the small-cap aggressive growth group with $35 billion under management. Investment recommendations contributed to group's industry leading performance.
  • The Boston Company Asset Management
    Vice President
    The Boston Company Asset Management 1995 - 1997
    Boston, Ma
    Equity analyst - Research and analyzed companies in the technology, consumer, and industrial industries for the large-cap value group with $6 billion under management.
  • Cowen And Company
    Vice President
    Cowen And Company 1993 - 1995
    Boston, Ma
    Equity analyst - Primary analyst covering analog and memory semiconductor manufacturers. Published in-depth industry research reports, provided due-diligence and marketing for numerous initial public offerings, and was recognized among the top 3 for stock picking in the Wall Street Journal's "All-Star Analysts 1995 Survey."
  • Texas Instruments
    Technical Sales Representative
    Texas Instruments 1986 - 1990
    Richardson, Tx & Waltham, Ma
    Major account manager to computer, networking, and medical equipment manufacturers in the Boston area. Introduced a new, highly complex, semi-custom product line to the New England region.

Gerald Moore Skills

Investments Equities Portfolio Management Start Ups Due Diligence Business Planning Mutual Funds Business Development Financial Modeling Asset Management Investment Banking Valuation Business Strategy Strategic Planning Equity Research Financial Analysis Angel Investing Corporate Development Board Of Directors Entrepreneurial Organizations Audit Committee Nonprofits

Gerald Moore Education Details

Frequently Asked Questions about Gerald Moore

What company does Gerald Moore work for?

Gerald Moore works for Veriti Management (Acquired By First Trust Portfolios)

What is Gerald Moore's role at the current company?

Gerald Moore's current role is Chief Operating Officer (COO) at First Trust Direct Indexing.

What is Gerald Moore's email address?

Gerald Moore's email address is mr****@****hoo.com

What schools did Gerald Moore attend?

Gerald Moore attended Dartmouth College - The Tuck School Of Business At Dartmouth, University Of Wisconsin-Madison, International School Of Geneva.

What skills is Gerald Moore known for?

Gerald Moore has skills like Investments, Equities, Portfolio Management, Start Ups, Due Diligence, Business Planning, Mutual Funds, Business Development, Financial Modeling, Asset Management, Investment Banking, Valuation.

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