Gerry Seizert is a Founding Partner of Heron Bay Capital Management and acts as the firm’s Managing Partner. He is responsible for overseeing the firm’s operational and investment teams to coordinate services for clients. He uses his passion for investing to drive research, asset allocation, and client relationships.
Before the formation of Heron Bay Capital Management, Gerry was a Founding Partner of Seizert Capital Partners, an institutional investment management company, in 2000. From April 1995 to December 1999, Gerry served Munder Capital Management, LLC as a Managing Partner and Chief Investment Officer – Equities. From January 1998 to July 1999, Gerry was also the Co-Chief Executive Officer of Munder Capital Management. From December 1984 to April 1995, Gerry was employed by Loomis, Sayles & Co., L.P. From January 1991 to April 1995, he was the Managing Partner of the Detroit office, a member of the firm’s Board of Directors and served on the firm’s Investment Policy Committee. Prior to 1984, Gerry was employed by First of America Bank, where he was a Vice President and Portfolio Manager. Prior to coming to Michigan in 1978, Gerry was with BancOne, where he worked for the holding company in a strategic planning capacity. Prior to BancOne, he was employed by Austin Financial Advisors, a firm specializing in consulting to banks and bank holding companies.
He currently serves as a Director of the Advent/Claymore Funds. He is a member of the CFA Society of Detroit.
Post-Secondary Educational Background:
- University of Toledo, Bachelor’s Degree in Finance: 1975
- University of Toledo, Master’s Degree in Finance: 1977
Professional Designations
- Chartered Financial Analyst (CFA) - The Chartered Financial Analyst (CFA) designation is issued by the CFA Institute, formerly known as the Association for Investment Management and Research (AIMR). The CFA Program is a graduate-level program for investment specialists such as securities analysts, money manager, and investment advisers.
- Chartered Investment Counselor (CIC) - The Chartered Investment Counselor (CIC) charter is a professional designation established in 1975 and awarded by the Investment Adviser Association (IAA). The Charter was designed to recognize the qualifications of persons employed by IAA member firms whose primary duties involve investment counseling and portfolio management.
What makes you skip to work?
I love life and am grateful to work with other dedicated, good people who also enjoy the same things. This team camaraderie pushes each team member to be better with a common purpose. It feels good to be doing such aligned work.