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Gina Berard

Senior Manager, Investment Operations
  • Joined RhumbLine in 2014 as Portfolio Analyst; promoted to Senior Manager in 2018.
  • Total of 22 years of industry experience.
  • Responsible for team management and all operational functions including trade processing and settlement, portfolio reconciliation, monthly reporting, corporate action management and performance reporting to clients.
  • Previously: Portfolio Analyst 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.