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 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
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.
University of Massachusetts, B.S. Dan joined Merganser in 2014. He is responsible for directing the firm’s trade operations department. He also assists in the administration of the firm’s compliance program. Prior to joining Merganser, Dan worked in the Asset Servicing department at BNYMellon.
Salem State University, B.S. Rich joined Merganser in 2000. He is responsible for directing the firm’s portfolio accounting and reporting program. In addition, Rich is responsible for the firm’s GIPS® compliance program. Prior to joining Merganser, Rich spent 15 years in a variety of operational roles in the specialty retail industry.