Director of Retirement Plans - Pittsburgh Office
“The opportunity to serve our clients as a true fiduciary asset manager is one of the highest compliments we can receive in our business.”
Gerard Longo and his wife live in Pittsburgh, Pennsylvania with their twin girls. When not taking the girls to dance class or gymnastics, he enjoys tennis, golf, and traveling. The Longo family is proud to be active supporters of their community.
Joining the Global Wealth Advisors team of professionals in 2020, Gerard brought with him over 25 years of experience in the financial services industry. Prior to joining Global Wealth Advisors, he began his career at a major financial services corporation, where he held positions of senior investment management consultant, retirement plan specialist, and guided portfolio manager. He also served as a divisional marketing director and regional vice president for two global financial companies.
Industry expertise and the GWA process allow Gerard to focus on implementing proactive financial strategies for high-net-worth individuals and families, entrepreneurs, and CEO founders. Gerard is an Accredited Investment Fiduciary Analyst® as maintained by the Center for Fiduciary Studies and a Certified Plan Fiduciary Advisor®. He holds the Series 65 registrations with Commonwealth Financial Network®, Member FINRA/SIPC, as an Investment Adviser Representative. He served as a non-commissioned officer in the U.S. Army National Guard and graduated with a Bachelor of Science degree from Slippery Rock University with a minor in Business Administration.
Our Pittsburgh office is located at:
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