Gerald Gugger, CFA®
Vice President, Taft-Hartley & Institutional Services
Gerald Gugger is a Vice President of Taft-Hartley and Institutional Services at Manning & Napier. In this capacity, he is responsible for coordinating all aspects of Taft-Hartley and Institutional client relationships.
Gerald joined the firm in February of 2017 and previously held roles as Head of Content Strategy and as an Investment Communication Strategist. He has over 12 years of industry experience. Prior to joining Manning & Napier, he worked at Armstrong Advisory Group as an Investment Research Analyst, as well as with State Street Global Advisors as a Pricing Analyst.
Gerald earned his BA in Finance from Boston College and is a CFA® charterholder. He is a board member for the CFA Society of Rochester and is currently Outreach Chair. Gerald holds a Series 7 license.
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Phone: (585) 450-2063