About
Peter G. Gerry, III is currently an Energy Analyst at Dividend Assets Capital, LLC (DAC Investment Group) in Savannah, GA, where he specializes in monitoring and evaluating companies within the Energy and Master Limited Partnership (MLP) sector. His responsibilities include conducting research, analyzing financial statements, and providing buy/sell recommendations to the firm's Investment Committee, with a particular focus on energy infrastructure and MLPs.
Prior to joining Dividend Assets Capital, Mr. Gerry was a Senior Auditor at the Office of the State Auditor in New Jersey, where he gained extensive experience in financial review and forensic accounting. He holds both a Bachelor of Science in Business Administration, summa cum laude, and a Master of Accountancy with a concentration in Fraud and Forensic Accounting, both from Rider University, graduating with distinction.
With eight years of investment experience, Mr. Gerry is recognized for his analytical expertise and deep sector knowledge in US energy and midstream assets, and he serves on the Board of Directors of The Religious Society of Free Quakers. His career reflects a strong foundation in accounting and compliance, complemented by a focused commitment to investment analysis in energy markets and MLPs.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Dividend Assets Capital, LLC | Energy Analyst | Oct 2013 to Present | Evaluate financial data, examine current events and market developments, examine the organization’s financial statements, and create financial models to predict future performance. Research on company... |
| Dividend Assets Capital, LLC | Client Portfolio Manager | Oct 2012 to Jun 2023 | Implement and maintain investment models based upon Investment Committee strategies, including risk and performance metrics. Work closely with Private Client Portfolio Managers to ensure consistent im... |
| New Jersey Office of the State Auditor | Senior Auditor | Mar 2008 to Sep 2012 | Responsible for documenting, assessing and testing of the General and Application controls in place for the many technology platforms throughout the State of New Jersey while maintaining a proficiency... |
Education
Rider University
Master of Accountancy, Fraud and Forensic Accounting
2010 — 2012
Rider University
B.S.B.A., Accounting
2004 — 2007
Others at Dividend Assets Capital, LLC (1)
| Name | Role | Location |
|---|---|---|
 | Chief Executive Officer and Portfolio Manager | United States |