Our Team

Our Team

Operating Committee

The Merganser Operating Committee guides the overall operations and sets the strategic direction for the business

Andrew Smock Chief Investment Officer Managing Principal Merganser

Andrew Smock, CFA

Co-Chief Investment Officer & Principal

Michael Cloutier CFA Chief Operating Officer Managing Principal Merganser

Michael Cloutier, CFA

Chief Marketing Officer & Managing Principal

Jeffrey Addis Chief Operating Officer Managing Principal Merganser

Jeffrey Addis

Chief Operating Officer & Principal

Mark Nasser

Chief Technology Officer & Principal

Investment Team

Merganser's investment team comprises experienced professionals with deep sector expertise. The firm employs a team managed approach to a disciplined, value-oriented process to investing in fixed income securities. We construct portfolios from the bottom-up and manage risks from the top-down, with a goal of achieving attractive risk-adjusted returns.

Andrew Smock Chief Investment Officer Managing Principal Merganser

Andrew Smock, CFA

Co-Chief Investment Officer & Principal

Todd Copenhaver CORPORATE CREDIT Merganser Boston MA

Todd Copenhaver, CFA

Corporate Credit, Co-Chief Investment Officer & Principal

David Gorovitz Deputy Chief Investment Officer Merganser

David Gorovitz, CFA

Corporate Credit & Principal

saloni daga corporate credit merganser boston ma

Saloni Daga

Corporate Credit & Governments

Adam Ware, CFA

Corporate Credit, Portfolio Manager & Principal

Peter Kaplan Structured Products Portfolio Manager Principal Merganser

Peter Kaplan, CFA

Structured Products, Portfolio Manager & Principal

David Fishman Deputy Chief Investment Officer Merganser

David Fishman, CFA

Structured Products, Deputy Chief Investment Officer & Principal

Peter Kaplan Corporate Credit Portfolio Manager Principal Merganser

Benjamin Wiesman, CFA

Structured Products & Principal

Relationship Management

Our Relationship Management professionals are focused on serving the needs of our clients, their staff and their consultants. This high touch, team oriented model encourages frequent dialogue and direct communication and is supported by a team of dedicated in-house associates.

Michael Cloutier CFA Chief Operating Officer Managing Principal Merganser

Michael Cloutier, CFA

Chief Marketing Officer & Managing Principal

Emily Bradlee Consultant Relations Merganser Boston MA

Emily Bradlee

Relationship Management

David Cassler Relationship Manager Merganser Boston MA

David Cassler

Relationship Manager

John Clavin Relationship Manager Principal Merganser

John Clavin

Relationship Manager & Principal

Jeffrey Elefante Relationship Manager Principal Merganser

Jeffrey Elefante

Relationship Manager & Principal

Allison Morse Relationship Manager Principal Merganser Boston MA

Allison Morse

Relationship Manager & Principal

Operations & Compliance

Our commitment to risk management and a culture of compliance is fundamental in all of our operations and activities. This dedicated team has both deep industry experience and long tenures with our organization.

Jeffrey Addis Chief Operating Officer Managing Principal Merganser

Jeffrey Addis

Chief Operating Officer & Principal

Mark Nasser

Chief Technology Officer & Principal

Kimberly Voss

Chief Compliance Officer & Principal

Daniel Hecht Trade Operations Manager Merganser Boston MA

Daniel Hecht

Trade Operations Manager

Richard McGowan Operations Manager Principal Merganser Boston MA

Richard McGowan

Operations Manager & Principal

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