![Laurie W. Gerber](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Prior to GW & Wade, Ms. Gerber has held several positions in the financial services industry at Keystone Investments and State Street Research & Management.
She has also worked in sales and marketing performing new product development and implementation, and identifying and managing key business alliances at companies such as IBM and several software technology companies.
Ms. Gerber holds an MBA in Marketing and Finance from Boston College and a BA from Boston University.
She has also recently graduated from the Business on Board program through the Arts & Business Council of Greater Boston and is exploring serving on the Board of Directors at several non-profit organizations.
| Companies | Position | End |
|---|---|---|
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management invests in early-stage and start-up companies located in the Southeastern United States with particular emphasis on Nashville, Tennessee and the surrounding area. The firm focuses on sectors such as health services and technological services. It participates in early-stage transactions with an investment size of USD .25- 1 million. It takes a seat on the board of directors. | Corporate Officer/Principal | 31/12/1996 |
Exelergy
 Exelergy Industrial MachineryProducer Manufacturing Specializes in industrial machinery for the production and distribution of electricity | Corporate Officer/Principal | - |
Cambridge Technology Partners (Massachusetts), Inc.
 Cambridge Technology Partners (Massachusetts), Inc. Packaged SoftwareTechnology Services Provides systems integration services | Corporate Officer/Principal | - |
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Corporate Officer/Principal | - |
GW & Wade LLC (Investment Management)
 GW & Wade LLC (Investment Management) Investment ManagersFinance GW & Wade looks to construct a diversified portfolio which seeks long-term growth using the most suitable mix of investments to meet a client’s needs. The firm offers equity and fixed-income portfolio management that uses various investment vehicles including mutual funds, separately managed accounts, index funds and ETFs. Implementation and oversight of asset allocation is tailored to their client's risk tolerance and investment objectives. | Sales & Marketing | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 7 |
|---|---|
Cambridge Technology Partners (Massachusetts), Inc.
Cambridge Technology Partners (Massachusetts), Inc. Packaged SoftwareTechnology Services Provides systems integration services | Technology Services |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Finance |
GW & Wade LLC (Investment Management)
GW & Wade LLC (Investment Management) Investment ManagersFinance GW & Wade looks to construct a diversified portfolio which seeks long-term growth using the most suitable mix of investments to meet a client’s needs. The firm offers equity and fixed-income portfolio management that uses various investment vehicles including mutual funds, separately managed accounts, index funds and ETFs. Implementation and oversight of asset allocation is tailored to their client's risk tolerance and investment objectives. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Exelergy
Exelergy Industrial MachineryProducer Manufacturing Specializes in industrial machinery for the production and distribution of electricity | Producer Manufacturing |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evergreen Investments & Management LLC
Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management invests in early-stage and start-up companies located in the Southeastern United States with particular emphasis on Nashville, Tennessee and the surrounding area. The firm focuses on sectors such as health services and technological services. It participates in early-stage transactions with an investment size of USD .25- 1 million. It takes a seat on the board of directors. | Finance |
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