Paul Gerard, CFA, FLMI

Paul Gerard, CFA, FLMI

Senior Vice President and Chief Investment Officer

Paul Gerard, CFA, FLMI, joined Ohio National in 2009 as a vice president of investments, bringing with him over 20 years of investment experience in the insurance industry, with various roles covering credit analysis, portfolio management, trading and risk management. Paul was promoted to senior vice president in 2012 and chief investment officer in 2016 and is responsible for oversight of $12 billion in invested assets comprised of fixed income securities and commercial mortgages.

Prior to Ohio National, Paul was the chief investment officer at Ohio Casualty, senior portfolio manager with Genworth Financial and investment officer with the Principal Financial Group.

He received his bachelor’s degree in accounting from Indiana University and MBA from the University of Illinois. He holds CFA Charter and FLMI designations.

Industry, business and civic involvement

Paul is an alumni of the Evans Scholars Foundation and an active participant in various fundraising activities for the organization. He is a member of the CFA Society of Cincinnati, serves on the LOMA Investment Committee and is a former member of the Greater Cincinnati Foundation’s investment committee.