Carl Givens Gercke
Director of Research - Equity at HeadInvest LLC
Profile
Mr. Carl G.
Gercke, CFA MBA, is a Managing Director & Chief Investment Officer at HeadInvest LLC.
He joined the firm as director of research in 1999.
He has over twenty five years of experience in the investment industry.
Mr. Gercke began his career in 1985 in corporate finance with Prudential Insurance Company, later becoming a portfolio manager there.
In 1992 he joined Unum, where he was a Director in corporate securities.
He holds a B.A.
in English from Yale University and an M.B.A.
in Finance from Columbia University.
He is a Chartered Financial Analyst and is Past President of the Maine CFA Society.
Carl Givens Gercke active positions
| Companies | Position | Start |
|---|---|---|
HeadInvest LLC
 HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Director of Research - Equity | 01/01/1999 |
Former positions of Carl Givens Gercke
| Companies | Position | End |
|---|---|---|
UNUM Life Insurance Co of America & First UNUM L
 UNUM Life Insurance Co of America & First UNUM L Multi-Line InsuranceFinance Part of Lincoln National Corp., UNUM Life Insurance Co of America & First UNUM L is an American company that provides annuities. The company is based in NY. UNUM Life Insurance Co of America & First UNUM L was acquired by The Lincoln National Life Insurance Co. from Unum Group on October 02, 1996 for $70 million. | Corporate Officer/Principal | 30/12/1998 |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | - |
Training of Carl Givens Gercke
| Yale University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
HeadInvest LLC
HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Finance |
UNUM Life Insurance Co of America & First UNUM L
UNUM Life Insurance Co of America & First UNUM L Multi-Line InsuranceFinance Part of Lincoln National Corp., UNUM Life Insurance Co of America & First UNUM L is an American company that provides annuities. The company is based in NY. UNUM Life Insurance Co of America & First UNUM L was acquired by The Lincoln National Life Insurance Co. from Unum Group on October 02, 1996 for $70 million. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |
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