•  Bentley College, B.S.

Jeff joined Merganser in 2004. He is responsible for overseeing the firm's operations including portfolio accounting, technology, corporate finance and compliance.

Prior to joining Merganser, Jeff spent over 19 years in the securities industry. His experience includes systems consulting with Olmstead Associates and PricewaterhouseCoopers. Jeff also worked at First Data Investor Service Group, Inc. and The Boston Company in a number of systems and operations roles.

•  Bentley University, B.S.

Mike first joined Merganser in 2011. He serves as our Chief Marketing Officer and oversees consultant relations and business development activities for the firm.

Mike has extensive industry experience including research and trading, relationship management and product management. He began his professional career at UBS in New York and has worked at Bain Capital Credit.

Mike holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Massachusetts Institute of Technology, M.B.A.

•  Northwestern University, B.A.

Andy joined Merganser in 2003. He serves as our Chief Investment Officer. In addition to overseeing our investment team, he is a portfolio manager for our longer-duration strategies.

Earlier in his career at Merganser, Andy focused on researching and trading both residential and commercial mortgage backed securities.

Andy holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  University of Chicago Business School, M.B.A.

•  Massachusetts Institute of Technology, S.M.

•  Princeton University, B.S.E.

Jennifer joined Merganser in 2000. She leads the Diversity and ESG committees internally and contributes to firm strategy as a senior member of the investment team. Earlier in her career at Merganser, Jennifer was a research analyst covering both corporate credit and CMBS.

Prior to joining Merganser, Jennifer was a water resources engineer at Camp Dresser & McKee. She began her career at American National Bank and Trust Company where she served as an index fund portfolio manager.

Jennifer holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Bentley University, M.S.F.

•  Boston College, B.S.

Mark joined Merganser in 2005. He is responsible for strategic technology planning and execution.

After graduating from Boston College, Mark was hired by Merganser in our technology, systems and infrastructure group where he ultimately took on a leadership role. After receiving his Masters in Finance, he transitioned to the investment team in 2013 to apply his analytical and technical skills to our investment process. In 2016, Mark returned to our technology group, assuming the role of Chief Technology Officer where he is responsible for all aspects of Merganser’s technology platform, including network infrastructure, application design and implementation.

•  Massachusetts Institute of Technology, M.B.A.

•  Northwestern University, B.A.

Andy joined Merganser in 2003. He serves as our Chief Investment Officer. In addition to overseeing our investment team, he is a portfolio manager for our longer-duration strategies.

Earlier in his career at Merganser, Andy focused on researching and trading both residential and commercial mortgage backed securities.

Andy holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Babson College, M.B.A.

•  University of Massachusetts, B.S.

Peter joined Merganser in 1986. He is the head of our structured products team and a portfolio manager for our shorter duration strategies. Peter is widely acknowledged as a pioneer investor in the ABS market and regularly participates on industry panels and oversight committees as a subject matter expert.

Peter holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  University of Chicago Business School, M.B.A.

•  Massachusetts Institute of Technology, S.M.

•  Princeton University, B.S.E.

Jennifer joined Merganser in 2000. She leads the Diversity and ESG committees internally and contributes to firm strategy as a senior member of the investment team. Earlier in her career at Merganser, Jennifer was a research analyst covering both corporate credit and CMBS.

Prior to joining Merganser, Jennifer was a water resources engineer at Camp Dresser & McKee. She began her career at American National Bank and Trust Company where she served as an index fund portfolio manager.

Jennifer holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Cornell University, M.B.A.

•  University of Connecticut, B.A.

Adam joined Merganser in 2007. He is a portfolio manager for our shorter duration strategies and a senior analyst on our corporate credit team. Earlier in his career at Merganser, Adam led the firm’s credit research effort.

Prior to joining Merganser, Adam was a research analyst at Loomis, Sayles & Co.

Adam holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Cornell University, B.S.

Dave joined Merganser in 2016. He is a senior analyst on our structured products team covering CMBS and CLOs. He also serves as our Deputy Chief Investment Officer.

Prior to joining Merganser, Dave held senior positions in portfolio management and research analysis in the commercial real estate sector, including the CMBS and REIT subsectors, at Amherst Capital Management and Standish. Earlier in his career, Dave specialized in acquisitions for Berkshire Property Advisors and served as a CMBS analyst at Standard & Poor’s.

Dave holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Babson College, M.B.A.

•  Lehigh University, B.S.

David joined Merganser in 2020. He is a senior analyst on our corporate credit team.

Prior to joining Merganser, David was a research analyst at Wellington Management Company.

David holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Macalester College, B.A.

Todd joined Merganser in 2013. He is the head of credit research and a portfolio manager for our longer-duration strategies. He also serves as our Deputy Chief Investment Officer. Since joining Merganser, Todd has led the effort to integrate many quantitative tools into everyday use on the investment team and throughout the organization.

Prior to joining Merganser, Todd was a portfolio analyst at Galliard Capital Management.

Todd holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Ithaca College, B.S.

Ben joined Merganser in 2015. He is an analyst on our structured products team. Before transitioning to his current role, Ben oversaw cash and liquidity management for our investment team. He also enhanced our trading operations process by implementing new systems for third-party trade communication.

Prior to joining Merganser, Ben worked on a buy-side trading desk for a quantitative ETF strategist.

Ben holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Bentley University, M.B.A.

•  Bentley University, B.S.

Jenn joined Merganser in 2015. She is a portfolio implementation analyst focusing on our cash enhancement strategy. Before transitioning to her current role, Jenn oversaw cash and liquidity management for our investment team. Jenn began her career at Merganser as a member of the relationship management team.

Earlier in her career, Jenn was an analyst on BNY Mellon’s investment advisory and private wealth management teams.

•  Haverford College, B.A.

Charlie joined Merganser in 2021. She is an analyst on the firm’s corporate credit team.

Prior to joining Merganser, Charlie worked as a credit analyst for S&P Global Ratings focusing on the chemical sector.

Charlie holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society New York.

•  Macalester College, B.A.

Saloni joined Merganser full time in 2020. In addition to her role as an associate on the Corporate Credit team, Saloni advances strategic quantitative and analytical initiatives across sectors.

Prior to joining Merganser full time, Saloni completed internships with Merganser and the Investment Office of Macalester College.

•  Harvard Business School, M.B.A.

•  Boston College, B.S.

John first joined Merganser in 2006. He is responsible for managing client relationships and continuously developing and growing our business.

Before joining Merganser, John was a senior executive at both Standish Mellon Asset Management and The Boston Company Asset Management. John began his career in 1984 as an early employee of EMC Corporation.

John is an adjunct professor at Boston College Carroll School of Management.

•  Bentley University, B.S.

Mike first joined Merganser in 2011. He serves as our Chief Marketing Officer and oversees consultant relations and business development activities for the firm.

Mike has extensive industry experience including research and trading, relationship management and product management. He began his professional career at UBS in New York and has worked at Bain Capital Credit.

Mike holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

•  Boston College, B.A.

Jeff joined Merganser in 2013. He leads the firm’s relationship management effort and manages client relationships.

Prior to joining Merganser, Jeff worked in a client-facing investment operations role at Cambridge Associates. He began his professional career at State Street Corporation.

Jeff has passed Level II of the Chartered Financial Analyst (CFA) Program.

•  Suffolk University, M.B.A.

•  Elmira College, B.A.

David joined Merganser in 2020. He assists the firm’s relationship management effort and manages client relationships.

Prior to joining Merganser, David worked in a client service role at Acadian Asset Management and as an analyst at Meketa Investment Group.

•  Union College, B.A.

Emily joined Merganser in 2021. In addition to her role helping to further the firm’s consultant relations effort, Emily contributes to the firm’s ESG initiatives.

Prior to joining Merganser, Emily worked in a manager research role at Cambridge Associates focusing on investment grade fixed income.

•  Boston College, M.B.A.

•  University of Vermont, B.S.

Alli joined Merganser in 2021. She is responsible for managing client and consultant relationships, and continuously developing and growing our business.

Prior to joining Merganser, Alli worked as a relationship manager at Longfellow Investment Management. Earlier in her career, she served as Vice President of Institutional Sales for Short-term Fixed Income at State Street Global Advisors.

•  Bentley College, B.S.

Jeff joined Merganser in 2004. He is responsible for overseeing the firm's operations including portfolio accounting, technology, corporate finance and compliance.

Prior to joining Merganser, Jeff spent over 19 years in the securities industry. His experience includes systems consulting with Olmstead Associates and PricewaterhouseCoopers. Jeff also worked at First Data Investor Service Group, Inc. and The Boston Company in a number of systems and operations roles.

•  Salem State University, B.S.

Rich joined Merganser in 2000. He is responsible for directing the firm’s portfolio accounting and reporting program and trade operations department. In addition, Rich is responsible for the firm’s GIPS® compliance program.

Prior to joining Merganser, Rich spent 15 years in a variety of operational roles in the specialty retail industry.

•  Bentley University, M.S.F.

•  Boston College, B.S.

Mark joined Merganser in 2005. He is responsible for strategic technology planning and execution.

After graduating from Boston College, Mark was hired by Merganser in our technology, systems and infrastructure group where he ultimately took on a leadership role. After receiving his Masters in Finance, he transitioned to the investment team in 2013 to apply his analytical and technical skills to our investment process. In 2016, Mark returned to our technology group, assuming the role of Chief Technology Officer where he is responsible for all aspects of Merganser’s technology platform, including network infrastructure, application design and implementation.

•  Boston University, B.A.

Kim joined Merganser in 2021. She is responsible for directing and monitoring the firm’s overall compliance program.

Prior to joining Merganser, Kim was Chief Compliance & Risk Officer at Cadence Capital Management LLC. Before that, she served as Chief Compliance and Administrative Officer at DG Capital Management.

•  University of Massachusetts, B.S.

Dan joined Merganser in 2014. He is responsible for directing the firm’s trade operations department. He also assists in the administration of the firm's compliance program.

Prior to joining Merganser, Dan worked in the Asset Servicing department at BNYMellon.