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Jason Gerda, CAIA

Consultant

Jason’s investment career began in 2002 and he joined NEPC three years later in 2005. He works with defined contribution and defined benefit plans in all aspects of plan evaluation consulting. Jason works with clients to facilitate asset allocation studies, manager searches, plan design, performance measurement and various technical projects. He also leads asset allocation and attribution analysis for custom allocation and custom target date funds. Jason serves on the Global Asset Allocation and Small Cap Equity Advisory Groups at NEPC.

Prior to joining NEPC, Jason served as a financial analyst at State Street’s 529 branch, Schoolhouse Capital. His primary duties were buy-side trading, portfolio reconciliation and expense analysis. Jason also served as an investment representative at IXIS Asset Management Services prior to joining State Street.

Jason received his B.S. in Business Administration from the University of New Hampshire. He became a Chartered Alternative Investment Analyst designee in 2009.

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