Massachusetts Institute of Technology, M.B.A. Northwestern University, B.A. Andy joined Merganser in 2003. He serves as our Co-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 […]
Macalester College, B.A. Todd joined Merganser in 2013. He is our Co-Chief Investment Officer and a portfolio manager for our longer-duration strategies. In addition, Todd leads the credit sector research effort. Prior to joining Merganser, Todd was a portfolio analyst at Galliard Capital Management. Todd holds the Chartered Financial Analyst designation and is a member
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Bentley University, B.S. Mike first joined Merganser in 2011. In addition to leading the executive committee, he oversees the front office teams of client service, consultant relations and new business development. Mike has extensive industry experience including research and trading, relationship management, and product management. He began his professional career at UBS in New York
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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
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
Bentley University, M.S.F. Boston College, B.S. Mark joined Merganser in 2005. He is responsible for technology planning and execution, as well as trade operations. 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,
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.