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 […]
Union College, B.A. Emily joined Merganser in 2021. In addition to her role in helping to further the firm’s consultant relations effort, Emily contributes to the firm’s ESG initiatives. Prior to joining Merganser, Emily worked in a manager research role at Cambridge Associates focusing on an investment-grade fixed income.
Suffolk University, M.B.A. Elmira College, B.A. David joined Merganser in 2020. He assists the firm’s relationship management effort and manages client relationships. Prior to joining Merganser, David worked in a client service role at Acadian Asset Management and as an analyst at Meketa Investment Group.
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
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 has passed Level II of the Chartered Financial Analyst (CFA) Program.
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