Gerald Moore Email and Phone Number
Gerald Moore work email
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Gerald Moore personal email
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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.
Veriti Management (Acquired By First Trust Portfolios)
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Chief Operating OfficerVeriti Management (Acquired By First Trust Portfolios) 2019 - PresentGreater Boston AreaChief 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 -
MemberLaunchpad Venture Group 2014 - 2023Boston, MaActive 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 -
Coo And Co-FounderZiiproom (Acquired By Bose Corp) 2016 - 2019Burlington, MassachusettsCo-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. -
Ceo And Co-FounderNido Surgical (Acquired By Circa Scientific) 2014 - 2016Needham, MaCEO 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
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Vice PresidentEaton Vance Management 2010 - 2013Boston, MaCo-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. -
Managing DirectorPutnam Investments 1997 - 2010Boston, MaManaging 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. -
Vice PresidentThe Boston Company Asset Management 1995 - 1997Boston, MaEquity analyst - Research and analyzed companies in the technology, consumer, and industrial industries for the large-cap value group with $6 billion under management. -
Vice PresidentCowen And Company 1993 - 1995Boston, MaEquity 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." -
Technical Sales RepresentativeTexas Instruments 1986 - 1990Richardson, Tx & Waltham, MaMajor 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
Gerald Moore Education Details
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Business Administration And General Management -
Electrical & Computer Engineering
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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Gerald Moore
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Gerald Moore
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