Bentley University, B.S. Mike joined Merganser in 2011 and serves on the firm’s Operating Committee. He works closely with the client service, consultant relations, and business development teams. He brings broad industry experience across research and trading, relationship management, and product management. Prior to Merganser, Mike worked at UBS in New York and Bain Capital […]
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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.
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
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, M.S.F. Boston College, B.S. Mark joined Merganser in 2005. As Chief Operating Officer, he is responsible for overseeing portfolio accounting, technology, and trade operations. Mark joined Merganser after graduating from Boston College and later earned a Master’s in Finance. He has held leadership roles in both technology and investments, and since 2016 has
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
Bentley College, B.S. Jeff joined Merganser in 2004. He is responsible for overseeing the firm’s corporate finance function. 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