Joseph F. Gerdes

Joseph F. Gerdes is a seasoned executive with extensive experience in the financial services industry, currently serving as Senior Vice President and Chief Operating Officer at Ameriprise Financial Services, LLC, where responsibility includes oversight of Clearing and Custody Operations. Previous roles include President and COO at Equity Trust Company, CEO at Equity Advisor Solutions, and executive positions at Vanguard, Folio Investing, Safra National Bank, E*TRADE, Morgan Stanley, Jefferies & Company, and Julius Baer. Joseph's expertise encompasses broker dealer operations, regulatory compliance, risk management, and business development within diverse financial environments. Joseph holds a Bachelor of Science in Business Management and Economics from Saint Peter's University and completed the SII Executive Leadership Program at Wharton Executive Education.