Andrew Smock, CFA

Operating Committee

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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Michael Cloutier CFA Chief Operating Officer Managing Principal Merganser

Michael Cloutier, CFA

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

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Jeffrey Addis Chief Operating Officer Managing Principal Merganser

Jeffrey Addis

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

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Mark Nasser

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

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