Smartleaf
Gerard Michael serves as the President of Smartleaf and Smartleaf Asset Management. With a Bachelor of Arts in Mathematics from the University of Wisconsin-Madison, obtained between 1980 and 1984, Gerard has developed extensive expertise in the financial industry. Gerald's educational background also includes studies at Harvard University, further enhancing professional qualifications.
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Smartleaf
Smartleaf is an automated portfolio rebalancing platform, designed to deliver exceptional tax management and customizations at unprecedented scale.