Gerard (Jerry) joined MBSA in 2022 as Chief Bank Strategist.

Jerry’s career at BNY Mellon spanned 35+ years, and directly contributed to the firm’s transition from a $5 billion regional bank in 1977 to its current $400 billion American investment banking services company. The evolution of the company included both organic growth, significant bank mergers and acquisitions where he held senior management roles within domestic and international corporate treasury.

His expertise is multi-disciplined in the areas of asset & liability management, risk management, structured finance, alternative investments, and Bank Owned Life Insurance. He has a proven track record as an innovator in the financial institutions market with respect to new product development and balance sheet optimization strategies.

Recent accomplishments as a business incubator and investor in the Fintech industry, enable community banks and credit unions to generate new sources of fee income and deposits.