Our Team
Operating Committee
The Merganser Operating Committee guides the overall operations and sets the strategic direction for the business
Andrew Smock, CFA
Chief Investment Officer & Principal
Jennifer Wynn, CFA
Portfolio Manager Emeritus & Principal
Michael Cloutier, CFA
Chief Marketing Officer & Managing Principal
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, CFA
Chief Investment Officer & Principal
Jennifer Wynn, CFA
Portfolio Manager Emeritus & Principal
Todd Copenhaver, CFA
Corporate Credit, Deputy Chief Investment Officer & Principal
Charleen Sheehan, CFA
Corporate Credit
David Gorovitz, CFA
Corporate Credit & Principal
Saloni Daga
Corporate Credit
Adam Ware, CFA
Corporate Credit, Portfolio Manager & Principal
Peter Kaplan, CFA
Structured Products, Portfolio Manager & Principal
David Fishman, CFA
Structured Products, Deputy Chief Investment Officer & Principal
Benjamin Wiesman, CFA
Structured Products & Principal
Jennifer Pasquale
Portfolio Implementation
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 Marketing Officer & Managing Principal
Emily Bradlee
Consultant Relations
David Cassler
Relationship Manager
John Clavin
Relationship Manager & Principal
Jeffrey Elefante
Relationship Manager & Principal
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 & Principal
Mark Nasser
Chief Technology Officer & Principal
Kimberly Voss
Chief Compliance Officer
Daniel Hecht
Trade Operations Manager
Richard McGowan
Operations Manager & Principal