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Consultant: Frederick W. Gaertner

Frederick W. Gaertner

Frederick Gaertner retired from the Chubb Corporation in 2013, where he served as a Senior Vice President in Chubb’s Investment Department for twenty-four years. During that time, he was responsible for all aspects of the management of Chubb’s $20 billion tax-exempt bond portfolio, including credit and interest rate strategies, security selection, portfolio surveillance, performance measurement, and taxable/tax-exempt investment options.

Mr. Gaertner’s experience in the municipal bond market spans some forty years and includes senior investment management positions in tax-exempt securities at Salomon Brothers Asset Management, Chase Manhattan Bank, and J.P. Morgan. In addition to managing large institutional tax-exempt bond portfolios, he has structured and supervised high-net worth individual accounts, mutual funds, and other pooled tax-exempt investment vehicles.

Mr. Gaertner served as a public member of the Municipal Securities Rulemaking Board from 1992 until 1995, and later returned to serve on an Investors Advisory Committee to the Board. He was also active in the Municipal Bond Buyers  organization.

Mr. Gaertner received a B.A. with Distinction from the University of Virginia and a M.B.A. from University of Pennsylvania’s Wharton School.