Gerald Moore

Chief Operating Officer at First Trust Direct Indexing

Gerald Moore has a diverse work experience spanning over several industries. Gerald currently serves as the Chief Operating Officer at Veriti Management, a company focused on reimagining investing by prioritizing saving taxes and investing in socially responsible companies. Prior to this role, they were the Chief Strategy Officer at the same company.

Gerald has also worked as the COO and Co-founder of ZiipRoom, a software company that develops productivity and connectivity solutions for meeting rooms. Gerald played a key role in managing finance, administration, and operations and successfully raised venture capital financing for the company.

Before that, Gerald was the CEO and Co-founder of Nido Surgical, a medical device company specializing in minimally invasive instruments for cardiac surgery. Gerald was responsible for establishing the legal corporation, negotiating patent licensing agreements, and securing funding from venture capital firms.

Gerald has also held significant leadership positions at Eaton Vance Management, where they served as a Vice President and co-portfolio manager of a multi-cap growth US equity fund. At Putnam Investments, they worked as a Managing Director and Senior Portfolio Manager, driving a turnaround for the Putnam New Opportunities Fund and outperforming peers. Gerald also served as a Vice President at The Boston Company Asset Management and Cowen and Company.

Earlier in their career, Gerald worked as a Technical Sales Representative at Texas Instruments, where they introduced a new product line to the New England region.

Gerald's work experience demonstrates their expertise in various areas, including finance, operations, entrepreneurship, and investment management.

Gerald Moore completed an MBA in Business Administration and General Management from The Tuck School of Business at Dartmouth from 1990 to 1992. Prior to that, they earned a BS in Electrical & Computer Engineering from the University of Wisconsin-Madison from 1981 to 1985. There is no information provided about their time at the International School of Geneva. Gerald Moore also holds a certification as a Chartered Financial Analyst.

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