Sign in

You're signed outSign in or to get full access.

Peter Gerry

Peter Gerry

Energy Analyst at Dividend Assets Capital, LLC

Savannah, GA , United States

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

OrganizationRoleDate RangeDetails
Dividend Assets Capital, LLCEnergy AnalystOct 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, LLCClient Portfolio ManagerOct 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 AuditorSenior AuditorMar 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

Skills & Expertise

Client Services
Primary Research
Competitive Intelligence
Quantitative Research
Investments
Analysis

Others at Dividend Assets Capital, LLC (3)

NameRoleLocation
Alex Meintel
Alex Meintel
Portfolio Manager, Private Client GroupBluffton, SC , United States
Bill Ford
Bill Ford
President │ Director of Institutional Asset Management GroupBoston, MA , United States
Troy Shaver
Troy Shaver
Chief Executive Officer and Portfolio ManagerUnited States

Similar Fund Managers

NameRoleFundLocation
Jeff Webster
Jeff Webster
Vice PresidentGunderson Capital Management Inc.Charleston, SC , United States