Our Team
Operating Committee
The Merganser Operating Committee guides the overall operations and sets the strategic direction for the business
Andrew Smock, CFA
Principal, Co-Chief Investment Officer
Todd Copenhaver, CFA
Principal, Co-Chief Investment Officer
Mike Cloutier, CFA
Managing Principal, Chief Executive Officer
Allison Morse
Principal, Relationship Manager
Jeffrey Addis
Principal, Chief Operating Officer
Mark Nasser
Principal, Deputy Chief Operating Officer
Kimberly Voss
Principal, Chief Compliance Officer
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
Principal, Co-Chief Investment Officer
Todd Copenhaver, CFA
Principal, Co-Chief Investment Officer
Charleen Sheehan, CFA
Corporate Credit
David Gorovitz, CFA
Principal, Corporate Credit
Saloni Daga
Corporate Credit & Governments
Adam Ware, CFA
Principal, Corporate Credit
Peter Kaplan, CFA
Principal, Structured Products
Natalia Olenina
Structured Products
David Fishman, CFA
Principal, Structured Products
Benjamin Wiesman, CFA
Principal, Structured Products
Marcela Saavedra Gonzalez
Governments
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.
Mike Cloutier, CFA
Managing Principal, Chief Executive Officer
Emily Bradlee
Relationship Management
John Clavin
Principal, Relationship Manager
Jeffrey Elefante, CFA
Principal, Relationship Manager
Allison Morse
Principal, Relationship Manager
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
Principal, Chief Operating Officer
Mark Nasser
Principal, Deputy Chief Operating Officer
Kimberly Voss
Principal, Chief Compliance Officer
Daniel Hecht
Trade Operations Manager
Richard McGowan
Principal, Operations Manager