Security Analyst Summer Internship

JERRY P. GETSOS

** ******* ******, ***** ****, NJ 07675

*****.**********@*****.*** 201-***-**** https://www.linkedin.com/in/jerry-getsos PROFESSIONAL EXPERIENCE

Klingenstein Fields Advisors April 2006–Present

Senior Vice President / Director of Research New York, NY

● Partner of the approximately $4.5 billion in Assets Under Management Registered Investment Advisor

● Managed client accounts and spoke daily to clients regarding portfolios and individual security holdings as part of a team of Client Relationship Managers.

● Member of a 12 team voting committee to determine firm wide asset allocation, sector allocation, and most importantly individual security allocation for the Core Equity Strategy (approximately $1.5 billion AUM).

● Led, managed, and developed the biweekly agenda for the Investment Committee, consisting of 15 Investment Professionals who review company, economic, and geopolitical news.

● Amassed the weekly agenda for the Research Team, consisting of 5 analysts.

● Appointed coverage and created a pipeline of ideas for the Research Team who reviewed company fundamentals, management team reviews, valuation metrics, catalysts, and risks of each security.

● Created and led the Klingenstein Fields Advisors Summer Internship Program consisting of two to three interns to assist analysts with company write-ups and presentations.

● Accomplishment: Money Manager Review Guest Interview

● Created watch lists that included domestic, as well as non-us securities tracking performance and valuation metrics in order to locate opportunities in both value and growth equities for new investments. Tocqueville Asset Management March 2002–April 2006 Deputy Director of Research / Senior Equity Analyst New York, NY

● Registered Investment Advisor with $9 billion in AUM.

● Co-managed the Research Team, consisting of 10 analysts.

● Responsible for all European Equity Investments in the Tocqueville International Fund.

● Helped manage the fund alongside Tocqueville Founder Francois Sicart and Portfolio Manager James Hunt. Lepercq de Neuflize January 1997–March 2002

Executive Vice President / Portfolio Manager New York, NY

● Co-managed The Lepercq de Neuflize Ontario International Fund alongside founder Paul Lepercq with

$125 million in AUM. The International Fund merged into another firm after Paul Lepercq’s death in 2002.

● Co-managed The Lepercq-Istel Fund - Domestic Equities with $120 million in AUM before it was merged into Tocqueville Asset Management.

Lexington Global Asset Management January 1991-December 1996 Security Analyst New York, NY

● Worked under tutelage of Caesar Bryan who ran the Lexington International Fund and Lexington Gold Fund. Mutual Fund Accounting Manager October 1987–January 1991

● Led a ten person team of staff accountants in the mutual fund division. EDUCATION

Fordham University Bronx, NY

Gabelli School Business (MBA)

Major: Portfolio Management

Gabelli School Business (BA)

Major: Economics

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