Gerry Ross

Senior Portfolio Administrator & Team Lead

Gerry Ross is a Senior Portfolio Administrator and Team Lead at HeadInvest. Mrs. Ross provides administrative support to both clients and portfolio managers, assisting with presentations and reports, endowment, trust and estate administration. As Team Lead, she is responsible for training and delegating among administrative staff. She also assists in a wide range of compliance and regulatory processes. Mrs. Ross joined HeadInvest in 2008 and has 42 years of experience in both trust operations and investment management. Prior to joining HeadInvest, she spent 14 years at Maine Bank & Trust Company, where she most recently served as Trust Operations Supervisor. Prior to Maine Bank & Trust Company, Mrs. Ross held various positions at Maine National Bank, Bank of America and Gorham Savings Bank. She enjoys spending time with her daughter, Kelly, two grandchildren, Eva and Lucas, and traveling with her husband, Jim. Her passion is crafting with sea glass, shells and driftwood and participating in local craft fairs. Mrs. Ross is a member of St. Ann’s church in Windham and is chairperson of the Christmas Craft Fair for the church. She is a member of Eastern Star and supports her husband Jim’s dedicated involvement with the Freemasons.