Gerald Hellerman

Fund Advisor at Putnam Investment Management LLC

Gerald Hellerman

Gerald Hellerman

Fund Advisor at Putnam Investment Management LLC

Overview
Career Highlights

Innovative Clinical Solutions Ltd.

RelSci Relationships

948

Number of Boards

24

Birthday

1938

Age

81

Relationships
RelSci Relationships are individuals Gerald Hellerman likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Compliance Officer & Co-Founder at Bulldog Investors

Relationship likelihood: Strong

Fund Advisor at Putnam Investment Management LLC

Relationship likelihood: Strong

Fund Advisor at Putnam Investment Management LLC

Relationship likelihood: Strong

Founder at The Tokarz Group Advisers LLC

Relationship likelihood: Strong

Co-Head of Portfolio Management at The Tokarz Group Advisers LLC

Relationship likelihood: Strong

Chief Executive Officer & President at Crossroads Capital, Inc.

Relationship likelihood: Strong

Director, Alternative Investments at Ancora Advisors LLC

Relationship likelihood: Strong

Founder at Ironsides Partners LLC

Relationship likelihood: Strong

Former Partner at Coudert Brothers LLP

Relationship likelihood: Strong

Fund Advisor at Putnam Investment Management LLC

Relationship likelihood: Strong

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Gerald Hellerman
Fund Advisor at Putnam Investment Management LLC
Education
Bachelor of Arts, Economics

UMass Amherst, the flagship campus of the University of Massachusetts system, sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, 90 miles from Boston and 175 miles from New York City. The campus provides a rich cultural environment in a rural setting close to major urban centers.

Career History
Fund Advisor
2018 - Current

PIM's analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. Their research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. PIM's computer-based models are designed to analyze a variety of financial data from various sources and generate investment selections. They rely on research generated in-house which is tailored to the precise needs of our investment professionals. External research is also used - for example, to evaluate consensus views and to augment the research process. In managing assets, PIM has the flexibility to invest in securities and other financial instruments of almost any type (including both cash securities, such as stocks and bonds, and derivative instruments, such as swaps, futures, forwards, and options).

Director & Chief Compliance Officer
2001 - Current

Mexico Equity & Income Fund, Inc. is a closed-end, non diversified management investment company which seeks total return through capital appreciation and current income by investing equity and convertible securities issued by Mexican companies and debt securities of Mexican issuers. The company was founded on May 24, 1990 and is headquartered in Milwaukee, WI.

Director & Chief Compliance Officer
Current

Special Opportunities Fund, Inc. is a closed-end investment company. Its investment objective is total return. The company was founded on February 19, 1993 and is headquartered in Milwaukee, WI.

Boards & Committees
Independent Director
2018 - Current

Swiss Helvetia Fund, Inc. operates as a non-diversified, closed end investment fund. Its objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies and it also intends to acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The company was founded on October 24, 1986 and is headquartered in New York, NY.

Independent Director
2015 - Current

Crossroads Capital, Inc. is a managed, non-diversified, closed-end management investment company. It has an objective of focusing on preserve capital and maximize stockholder value by pursuing the sale of our portfolio investments, limiting expenses and deploying surplus cash as appropriate, including into yielding investments to offset, in part, operating expenses. The company was founded on May 9, 2008 and is headquartered in Lincoln, NE.

Director & Chief Compliance Officer
2010 - Current

Special Opportunities Fund, Inc. is a closed-end investment company. Its investment objective is total return. The company was founded on February 19, 1993 and is headquartered in Milwaukee, WI.

Director
Prior

IVCA works with entrepreneurial organizations in the Midwest to encourage a strong cycle of innovation and business creation leading to superior investment opportunities.The Illinois Venture Capital Association advocates for a strong venture capital and private equity industry in Illinois.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$50 - $99
2005

To engage our community in literacy and learning.

Political Donations
$1,000
1994

United States Attorney for the District of Delaware at United States Department of Justice

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