Profile
Paul James Gerard is currently the Chief Investment Officer & Senior Vice President at Constellation Insurance, Inc. He previously worked as the Chief Investment Officer at Ohio Casualty Insurance Co. from 2005 to 2007 and as the Senior Vice President & Chief Investment Officer at Ohio National Investments, Inc. from 2009 to 2022.
He received his undergraduate degree from Indiana University and his MBA from the University of Illinois.
Paul Gerard active positions
| Companies | Position | Start |
|---|---|---|
Constellation Insurance, Inc.
Constellation Insurance, Inc. Life/Health InsuranceFinance Provides life insurance products and services | Chief Investment Officer | 01/01/2009 |
Former positions of Paul Gerard
| Companies | Position | End |
|---|---|---|
Ohio National Investments, Inc.
Ohio National Investments, Inc. Investment ManagersFinance CINV's method of analysis and investment strategy employs a top-down and bottom-up approach. From a top-down perspective, the strategy is to construct a diversified portfolio with a duration similar to the benchmark. The portfolio is diversified by corporate industries and by individual companies. Portfolio characteristics are managed relative to the benchmark to meet the portfolio’s objectives. From a bottom-up perspective, the firm employs fundamental credit analysis within a relative value framework. Credit ratios and cash flows are reviewed for individual companies and compared to other potential investment options available. | Chief Investment Officer | 01/12/2022 |
Ohio Casualty Insurance Co.
Ohio Casualty Insurance Co. Insurance Brokers/ServicesFinance Operates as an insurance company | Chief Investment Officer | 01/12/2007 |
Training of Paul Gerard
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Ohio Casualty Insurance Co.
Ohio Casualty Insurance Co. Insurance Brokers/ServicesFinance Operates as an insurance company | Finance |
Constellation Insurance, Inc.
Constellation Insurance, Inc. Life/Health InsuranceFinance Provides life insurance products and services | Finance |
Indiana University
Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ohio National Investments, Inc.
Ohio National Investments, Inc. Investment ManagersFinance CINV's method of analysis and investment strategy employs a top-down and bottom-up approach. From a top-down perspective, the strategy is to construct a diversified portfolio with a duration similar to the benchmark. The portfolio is diversified by corporate industries and by individual companies. Portfolio characteristics are managed relative to the benchmark to meet the portfolio’s objectives. From a bottom-up perspective, the firm employs fundamental credit analysis within a relative value framework. Credit ratios and cash flows are reviewed for individual companies and compared to other potential investment options available. | Finance |
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