Gerard Longo, AIFA®
Sr. Advisor

Gerard oversees the Naples office for Oakmont Capital and plays an active role in developing client relationships, designing investment strategies, and establishing vendor solutions.  He began his career with Smith Barney, where he became a Sr. Investment Management Consultant and worked with a variety of clients including corporate retirement plans and high net worth families. Afterwards, he served as a Regional Vice President with SunLife Financial and as an advisor with Oppenheimer & Co. Inc.

Industry Experience: 22 years

Professional Interests: Client relationship development, benefit optimization, vendor liaison, and participant education.

Professional Certifications and Associations:

  • Accredited Investment Fiduciary Analyst (AIFA®)

Education

  • BS from Slippery Rock University
  • U.S. Army National Guard Member – Non-commissioned officer