Gerald F. Bott is a Managing Partner of Bott-Anderson Partners, Inc.
located in Northeast Florida. Bott-Anderson Partners provides investment
consulting to Corporate, Non-Profit and High Net Worth Individuals. Services include
Investment Policy Design, Asset Allocation Modeling, Manager Search and Performance/Risk
Analysis.
Jerry started his investment career as part of the Merrill Lynch's Junior Executive
Program in March 1965. Following his training, Jerry was assigned to various positions
in New York, London and Chicago. In June 1966, Jerry was assigned to the Oakland, California
office as an Account Executive, specializing in financial instruments
and commodities. Jerry was appointed Senior Account Executive and shareholder of
Merrill Lynch in 1969.
From 1972-1973 he held a senior position with Eastman Dillon Union Securities
as Partner in charge, New York Retail Sales Division. Following the merger with
Blyth/INA in 1973, Jerry joined Kidder Peabody & Company, assigned to
Southeast Florida. During his tenure with Kidder Peabody, Jerry became a Partner/Shareholder
in 1978 and a Senior Vice President in 1979. He was also the founding member of
the PRIME Consulting Services department for Kidder Peabody, founded in 1982.
Jerry rejoined Merrill Lynch in 1989 through the acquisition of Kidder Peabody (Florida
Division) and its consulting group and retired from Merrill Lynch in December 2001.
He is a founding director and charter member of the Investment Management Consultants
Association (IMCA-1985) / Holy Cross Hospital Development Chairman (Ft. Lauderdale
1975-1978) / Served as Trustee, Foundation for Health Care, Inc. and Hospice Northeast
Florida (Jacksonville); Former member of the Advisory Board for Baptist Health
System-Beaches and a current member of the Scholarship Advisory Board- The University
of Arizona. He served (2001-2006) as a Director and member of the Executive Committee of the Alumni
Board at the University of Arizona, consultant to the Fiscal Stability / Investments
-Team Leader for External Relations which includes Merit Student Recruitment and
Scholarships. Jerry was also a member of the Campaign Arizona Executive Committee (2002-2005),
Presidents Council at The University of Arizona, Tucson.
Jerry is active with a number of eleemosynary groups either as Trustee or Consultant.
He provides services in formulating Investment Policy Procedure, Risk/Asset Allocation,
Manager Selection, and Performance/Risk Analysis. Collectively, Jerry has consulted
and advised charitable / corporate assets totaling $3.5 billion.
In 1999, Jerry was recognized in Who's Who of Investment Management Consulting.
He holds Bachelor of Finance/Economics, University of Arizona (1964)
and a consulting
certification from the Wharton Business School (1988-89).