Gerard R. Gruber, CFPChief Investment Officer
Phone: (203) 454-3377 Gerard Gruber joined Hayden Wealth Management Group in 1997 and serves as Chief Investment Officer and Senior Executive Vice President. Gerard is a CFP (Certified Financial Planner) and has significant experience with investment management and securities industry practices.
As a key member of the Hayden Wealth team, Gerard has held management positions in a wide variety of disciplines, including sales, operations, technology and finance. Gerard relies on his unique long-term conservative investment philosophy and comprehensive retirement planning process to enable Hayden’s clients to increase their net worth, reduce their taxes, plan their estates more efficiently, and gain financial peace-of-mind.
Prior to joining Hayden Wealth, Gerard was an Assistant Vice President at Sims Mortgage Funding, a division of Herbert J. Sims, where he worked in FHA commercial loan origination.
Gerard received a Bachelor of Science degree in Business Administration from Western Connecticut State University. He is registered as a General Securities Representative and agent, holding several licenses through the Financial Industry Regulatory Authority (FINRA) including: Series 7, General Securities Representative; Series 24, General Securities Principal; Series 63, Uniform Securities Agent State Law; and Series 53, Municipal Securities. He is also an active member of the Financial Planning Association (FPA). Gerard is married with one child, and lives in Trumbull.
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Regulatory Disclosure: The information on this website has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This website is neither an offer to sell nor a solicitation to buy any securities. Vern Hayden offering Investment Advisory and Financial Planning services through Geneos Wealth Management, Inc. Gerard Gruber and Dick Drew offering Securities and Investment Advisory and Financial Planning services through Geneos Wealth Management, Inc. Member FINRA/SIPC. Investments are not FDIC insured. Investments are not deposits of the financial institution and are not guaranteed by the financial institution. Investments are subject to investment risks including loss of principal amount invested.
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