Jerry Gwee Cfa, Caia

Jerry Gwee, CFA, CAIA has significant work experience in the field of finance. Jerry began their career at UBS Investment Bank as an Analyst in October 2002 and worked there until October 2004. Jerry then joined ABN AMRO as an Associate from November 2004 to March 2008. Following that, Jerry worked at Gulf One Investment Bank as a Vice-President from April 2008 to August 2010.

Jerry then joined OCBC Bank in May 2011 as Vice President, specializing in Fixed Income Research. Jerry was responsible for covering the SGD bond market and high-yield credits in the Asia ex-Japan bond markets (USD and CNH). Jerry successfully established and led the credit research desk during their time at OCBC Bank. Jerry worked there until December 2013.

Currently, Jerry is employed at Eastspring Investments. Jerry has held multiple roles since joining the company in December 2013. Jerry started as a Senior Credit Analyst and held this position until April 2016. From April 2016 onwards, they have been an Assistant Director, with responsibilities in both Fixed Income and Asian Credit Research.

Jerry Gwee, CFA, CAIA has an extensive education history. Jerry holds a Chartered Financial Analyst (CFA) designation from the CFA Institute, which they obtained in 2008. In 2009, they also obtained the CAIA Charterholder designation from the CAIA Association.

Jerry completed their undergraduate studies in Accountancy at Nanyang Technological University Singapore from 1999 to 2002. Prior to that, they attended Raffles Institution, where they focused on Commerce from 1995 to 1996 and completed their secondary education from 1991 to 1994.

In 2023, they pursued a graduate certificate in Insolvency and Restructuring with a specialization in Distressed Debt from Singapore Management University.

Furthermore, Jerry holds various additional certifications related to the wine industry. Jerry obtained the Certified Specialist of Wine (CSW) designation from the Society of Wine Educators in November 2021 and the WSET Level 3 (Wine) certification from the Wine & Spirit Education Trust in August 2022. Additionally, they achieved the Certified Sake Sommelier designation from the SAKE SOMMELIER ASSOCIATION in August 2022 and completed California Wine Certifications at the Intermediate Level 2 and Introduction Level 1 from the California Wine Institute in March 2023 and January 2023, respectively. Jerry also obtained the Whiskey Ambassador certification from the British Institute of Innkeeping: Scotland in November 2019.