Andrew Smock, CFA

Investment Team

Andrew Smock Chief Investment Officer Managing Principal Merganser

Andrew Smock, CFA

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 […]

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Todd Copenhaver CORPORATE CREDIT Merganser Boston MA

Todd Copenhaver, CFA

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

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Charleen Sheehan CFA Corporate Credit Merganser Boston MA

Charleen Sheehan, CFA

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

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David Gorovitz Deputy Chief Investment Officer Merganser

David Gorovitz, CFA

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.

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saloni daga corporate credit merganser boston ma

Saloni Daga

Macalester College, B.A. Saloni joined Merganser full-time in 2020. In addition to her role as an analyst covering corporate credit and governments, 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. Saloni is currently a level II candidate

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Adam Ware, CFA

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

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Peter Kaplan Structured Products Portfolio Manager Principal Merganser

Peter Kaplan, CFA

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.

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David Fishman Deputy Chief Investment Officer Merganser

David Fishman, CFA

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

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Peter Kaplan Corporate Credit Portfolio Manager Principal Merganser

Benjamin Wiesman, CFA

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

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