Professional Bio

Gerald brings a unique combination of technical expertise, financial acumen, and operational experience to help clients navigate complex business challenges through innovative technology solutions.

With a foundation in engineering from UMass Lowell, where he studied both chemical and electrical engineering, and a Computer Science degree from Fitchburg State University, Gerald bridges the gap between technical implementation and business strategy. He further expanded his financial expertise by earning a Graduate Certificate in Private Equity Investments from Oxford University and was selected to complete Goldman Sachs' prestigious 10,000 Small Businesses program, a rigorous executive education initiative designed for high-potential entrepreneurs.

His private equity experience focuses on technology and Department of Defense projects, where he has developed deep insights into evaluating and scaling high-growth ventures in specialized sectors. Prior to launching his own investment fund, Gerald honed his analytical skills as an equity research assistant to a financial advisor, developing rigorous frameworks for investment analysis and portfolio management.

As a fund manager and entrepreneur, Gerald has demonstrated his ability to drive tangible results. He successfully acquired and integrated two businesses, implementing strategic initiatives that grew combined revenue from $1M to $1.5M. This hands-on experience in business acquisition, integration, and growth gives him practical insights that complement his technical and analytical capabilities.

Gerald specializes in leveraging AI and automation to transform business operations. He has extensive expertise in Notion database architecture and ChatGPT integration, having developed sophisticated systems including automated stock watchlist management tools that integrate real-time earnings data with Notion databases, and custom AI-powered task management solutions. His work demonstrates proficiency in API integration, database design, and creating AI-driven workflows that enhance productivity and decision-making.

Whether you're looking to implement AI-powered automation, optimize your technology infrastructure, or develop data-driven investment strategies, Gerald combines technical depth with practical business experience to deliver measurable results.