| Dignity and Respect |
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| Treating all relationships respectfully, both personally and professionally. |
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Our investment team is comprised of experienced professionals, organized in a collaborative team structure.
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Each client has direct access to their portfolio manager, other
investment team professionals and a dedicated client service
department.
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We support our investment process with state-of-the-art
analytics software and data tracking, enabling efficient
and flexible reporting.
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Edward R. Bedrosian, CFA, President |
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Matthew R. Carson, CFA,
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Director, Investments & Business Development
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Peter S. Kaplan, CFA, Portfolio Manager |
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Douglas A. Kelly, CFA, Chief Investment Officer |
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Wendy B. McGowan, Manager, Investment Operations |
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Derek P. Moran, CFA, Research Analyst |
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Henry L. Peabody, CFA, Research Analyst |
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Andrew M. Smock, CFA, Assistant Chief Investment Officer |
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Adam M. Ware, CFA, Research Analyst |
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Jennifer K. Wynn, CFA, Portfolio Manager |
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| Douglas A. Kelly, CFA |
| Chief Investment Officer |
| Years Industry Experience: 27 |
| Joined Merganser: 1986 |
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Massachusetts Institute of Technology, SM |
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Babson College, BS |
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