Trinity College, B.A. Julia joined Merganser in 2025. She supports the firm’s relationship managers with service for clients, prospects, and consultants. Prior to joining Merganser, Julia worked in a client-facing role at Guidepoint Global.
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 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
Union College, B.A. Emily joined Merganser in 2021. She assists the firm’s relationship management efforts across consultants, clients and prospective investors. Prior to joining Merganser, Emily worked in a manager research role at Cambridge Associates focusing on investment-grade fixed income.
Boston College, B.A. Jeff joined Merganser in 2013. He leads the firm’s relationship management effort and manages client relationships. Prior to joining Merganser, Jeff worked in a client-facing investment operations role at Cambridge Associates. He began his professional career at State Street Corporation. Jeff holds the Chartered Financial Analyst designation and is a member of
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Harvard Business School, M.B.A. Boston College, B.S. John first joined Merganser in 2006. He is responsible for managing client relationships and continuously developing and growing our business. Before joining Merganser, John was a senior executive at both Standish Mellon Asset Management and The Boston Company Asset Management. John began his career in 1984 as an