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Mr. Gerhardt is Vice President and Portfolio Manager on Pennsylvania Trust’s Equity Income and Multi-Cap Value investment teams. As a Portfolio Manager, he conducts investment research and valuation modeling on current holdings and investment prospects. Mr. Gerhardt also develops and implements investment policy, strategy, and security selection as a member of the firm’s investment team.
Previously with Spartan Capital Management, LLC, Mr. Gerhardt has in excess of five years’ experience in the investment industry. At Spartan, he performed investment research, portfolio monitoring, and marketing.
Mr. Gerhardt holds the Chartered Financial Analyst® Designation and is a member of both CFA Institute and CFA Society Philadelphia. The CFA® designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.
Mr. Gerhardt serves as a board member of Summer Search Philadelphia, a nonprofit program aimed at providing career opportunities for high school and college students. He is Treasurer and a Board Member of The Barn at Spring Brook Farm, a nonprofit that enriches the lives of children with disabilities through animal-assisted activities.