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Gina Berard

Director of Investment Operations
  • Joined RhumbLine in 2014; promoted to Director of Investment Operations in 2022.
  • Total of 22 years of industry experience.
  • Responsible for overseeing the Operations Group and for all operational functions including trade processing and settlement, portfolio reconciliation, monthly reporting, corporate action management and performance reporting to all clients.
  • Previously: Sr. Manager and Portfolio Analyst in Investment Operations at RhumbLine.
  • Prior experience: Held multiple positions at State Street Bank including Investment Operations, Client Services and Project Management.
  • B.S., cum laude, in Management Science from Bridgewater State College.