Avery Gerald

Avery Gerald, CFA®

Senior Analyst
Chicago

Joined Curi Capital

October 2022

Education

  • BA in Economics, Occidental College

Accreditations

  • Chartered Financial Analyst®

Affiliations

  • CFA Institute, Member
  • CFA Society Chicago, Member
  • SecureFutures, Volunteer

Previous Experience

  • Harbor Capital Advisors, Inc. – Senior Vice President, Regional Investment Consultant
  • T. Rowe Price Group, Inc. – Vice President, Senior Intermediary Sales Consultant, Financial Institutions Group
  • Baltimore Community Foundation – Community Investment Intern

Bio

Avery Gerald is a Senior Analyst on the Private Markets team at Curi Capital. Avery is responsible for sourcing and evaluating investment opportunities and supporting portfolio construction and monitoring across both alternative and traditional asset classes. He also serves on the firm’s asset allocation committee.

Prior to joining Curi Capital, Avery was a Senior Vice President at Harbor Capital Advisors working with intermediary investors across the Midwest. Before his time at Harbor, Avery was a Vice President at T. Rowe Price.

Avery earned a BBA in Economics from Occidental College. He is a CFA® Charterholder and a member of the CFA Society of Chicago.

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