Donald George Gervais

Employer firm

Gervais Capital Management, LLC CRD 299347

$156M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Allianz Global Investors Distributors Llc
  New York, NY
• 04/2013 → Present
  Allianz Global Investors U.S. Llc
  New York, NY
• 10/2018 → Present
  Gervais Capital Management, Llc
  Teton Village, WY
• 02/2013 → 08/2018
  Allianz Global Investors
  San Francisco, CA
• 08/2018 → 11/2018
  Unemployed
  Teton Village, WY

Other Businesses

Donald George Gervais Jr. is Board Member on the Friends of Pathways Board. Friends of Pathways is the community advocate for access to safe and sustainable transportation and healthy recreational options in Jackson hole. Donald George Gervais Jr. is on a committee for a Development Committee for The Teton Science Schools, a local environmental education organization. This organization makes recommendations to a Board but does not have any decision making authority. Donald Gervais; Board Member - Director; Teton Village Water & Sewer District; Investment related:No; Teton Village District Office Teton Village, WY 83025; The Teton Village Water and Sewer District provides water and sewer service and related infrastructure in Teton Village Wyoming.; Business Started: 2019-07-10; During trading hours: 2 hour; During outside trading hours: 3 hour; Website address for the organization: Tetonvillagewy.org;

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-04-25

Designations

• Chartered Financial Analyst

Other Names

• Don Gervais