Mercer Investments
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Mercer Investments Employees
Employee
Years
Job
Industry
Ed Manning Ed Manning's Mercer Investments Experience 2003 - Present
Job Operations Manager at John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Financial Services May 2014 - Present
Mercer Investments 2003 - Present
Putnam Investments 1994 - 2003
Skills
Defined Contribution, Health and Welfare..., Pensions, Defined Benefit, Mutual Funds, Financial Services, Management, Project Management, Change Management, Operations Management, Team Management, Data Analysis, Database Administration, Data Mining, Problem Solving, Creative Problem Solving, Employee Benefits, Employee Engagement, Health Insurance, Life Insurance, OMNI
Education
University of Massachusetts, Amherst 1987 — 1990
Bachelor's degree, Communications and Economics
John Hancock Financial Services May 2014 - Present
Mercer Investments 2003 - Present
Putnam Investments 1994 - 2003
Skills
Defined Contribution, Health and Welfare..., Pensions, Defined Benefit, Mutual Funds, Financial Services, Management, Project Management, Change Management, Operations Management, Team Management, Data Analysis, Database Administration, Data Mining, Problem Solving, Creative Problem Solving, Employee Benefits, Employee Engagement, Health Insurance, Life Insurance, OMNI
Education
University of Massachusetts, Amherst 1987 — 1990
Bachelor's degree, Communications and Economics
Andrew Meaney Andrew Meaney's Mercer Investments Experience May 2013 - Present
Job Investment Consulting Analyst at Mercer Investments
Industry Financial Services
Experience
Mercer Investments May 2013 - Present
Aon Hewitt June 2011 - April 2013
Division of Academic Enhancement, University of Georgia August 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Institutional..., Asset Allocation, Manager Selection, Financial Analysis, Data Analysis, Leadership, Teamwork, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Time Management, Access, Process Improvement
Education
University of Georgia - Terry College of Business 2007 — 2011
B.B.A., Economics, Finance
Mercer Investments May 2013 - Present
Aon Hewitt June 2011 - April 2013
Division of Academic Enhancement, University of Georgia August 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Institutional..., Asset Allocation, Manager Selection, Financial Analysis, Data Analysis, Leadership, Teamwork, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Time Management, Access, Process Improvement
Education
University of Georgia - Terry College of Business 2007 — 2011
B.B.A., Economics, Finance
Greg Bishop Greg Bishop's Mercer Investments Experience 1991 - 1997
Job Former PIMCO Executive VicePresident, Head of Retail Business Management
Industry Investment Management
Experience
PIMCO 1997 - 2014
Mercer - Investments 1991 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor of Science (BS), Actuarial Science
PIMCO 1997 - 2014
Mercer - Investments 1991 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor of Science (BS), Actuarial Science
Peter Comes's Mercer Investments Experience March 2015 - Present
Job Senior Associate at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments March 2015 - Present
ACA Compliance Group September 2012 - March 2015
National Futures Association June 2009 - September 2012
Skills
CFTC Regulations, NFA Rules, Investment Fraud..., Financial Analysis, Regulatory Reporting, Regulatory Requirements, Due Diligence
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Saint Viator High School 2001 — 2005
Mercer - Investments March 2015 - Present
ACA Compliance Group September 2012 - March 2015
National Futures Association June 2009 - September 2012
Skills
CFTC Regulations, NFA Rules, Investment Fraud..., Financial Analysis, Regulatory Reporting, Regulatory Requirements, Due Diligence
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Saint Viator High School 2001 — 2005
Sean McElhinney Sean McElhinney's Mercer Investments Experience May 2013 - Present
Job Customer Service Rep. at Mercer Investments
Industry
Experience
Mercer - Investments May 2013 - Present
Aerotek April 2013 - November 2013
Sylvan Snack Bar January 2011 - May 2012
Thundercat Sports, LLC June 2008 - August 2010
Skills
Customer Service, Sales, Retirement Planning, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Training, Leadership, Recruiting, Human Resources, Process Scheduler, Building Relationships, Management, Project Management, Employee Benefits, Team Leadership, Data Entry
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Science (B.S.), Building and Construction Technology
University of Massachusetts, Amherst 2008 — 2012
Mercer - Investments May 2013 - Present
Aerotek April 2013 - November 2013
Sylvan Snack Bar January 2011 - May 2012
Thundercat Sports, LLC June 2008 - August 2010
Skills
Customer Service, Sales, Retirement Planning, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Training, Leadership, Recruiting, Human Resources, Process Scheduler, Building Relationships, Management, Project Management, Employee Benefits, Team Leadership, Data Entry
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Science (B.S.), Building and Construction Technology
University of Massachusetts, Amherst 2008 — 2012
Alex Bernhardt's Mercer Investments Experience March 2015 - Present
Job Principal, Head of Responsible Investment, US at Mercer Investments
Industry Insurance
Experience
Mercer - Investments March 2015 - Present
Skills
Reinsurance, Microinsurance, Risk Management, Risk Modeling, Writing, New Business Development, Index-Based Insurance, Parametric Insurance, International..., Alternative Risk..., Grant Writing, Program Management, Product Development, Intellectual Property..., Catastrophe Risk, Disaster Risk Management, Contractual Risk..., Insurance, Micro Insurance, Disaster Risk Finance, Risk Management..., Project Management, Innovation, Microfinance, Microreinsurance, Catastrophe Modeling, Climate Change, Climate Change..., Enterprise Risk..., Property & Casualty..., Casualty, Alternative Risk, Brokers, D&O
Education
University of Puget Sound 2001 — 2005
BA, Honors
Mercer - Investments March 2015 - Present
Skills
Reinsurance, Microinsurance, Risk Management, Risk Modeling, Writing, New Business Development, Index-Based Insurance, Parametric Insurance, International..., Alternative Risk..., Grant Writing, Program Management, Product Development, Intellectual Property..., Catastrophe Risk, Disaster Risk Management, Contractual Risk..., Insurance, Micro Insurance, Disaster Risk Finance, Risk Management..., Project Management, Innovation, Microfinance, Microreinsurance, Catastrophe Modeling, Climate Change, Climate Change..., Enterprise Risk..., Property & Casualty..., Casualty, Alternative Risk, Brokers, D&O
Education
University of Puget Sound 2001 — 2005
BA, Honors
Kyle Zotta, CFA, CAIA's Mercer Investments Experience April 2015 - Present
Job Principal Investment Consultant at Mercer
Industry Financial Services
Experience
Mercer Investments April 2015 - Present
Mercer Investments January 2011 - Present
Hammond Associates June 2007 - January 2011
Skills
Asset Allocation, Alternative Investments, Investment Advisory, Fixed Income, Bloomberg, Hedge Funds, Capital Markets, Private Equity, Investments, Mutual Funds, Equities, Due Diligence, Financial Modeling, Asset Managment, Portfolio Management, Venture Capital, Financial Analysis, Finance, Accounting, Performance Attribution
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (BS), Finance and Banking
Mercer Investments April 2015 - Present
Mercer Investments January 2011 - Present
Hammond Associates June 2007 - January 2011
Skills
Asset Allocation, Alternative Investments, Investment Advisory, Fixed Income, Bloomberg, Hedge Funds, Capital Markets, Private Equity, Investments, Mutual Funds, Equities, Due Diligence, Financial Modeling, Asset Managment, Portfolio Management, Venture Capital, Financial Analysis, Finance, Accounting, Performance Attribution
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (BS), Finance and Banking
Steve Hoxsie Steve Hoxsie's Mercer Investments Experience May 1990 - March 1994
Job Architect and Engineer
Industry Information Technology and Services
Experience
Zurich June 2000 - Present
Zurich North America July 2005 - January 2009
TRI-COR Industries, Inc. June 1994 - May 2000
Mercer Investments May 1990 - March 1994
Skills
Insurance, Lotus Notes, Administrative..., Outlook, Claim, Customer Service, Microsoft Excel, Office Management, Spreadsheets, Workers Compensation, Data Entry, Underwriting, Microsoft Office, Microsoft Word, Access, General Insurance, PowerPoint, Visio, Data Analysis, Software Documentation
Education
University of Missouri-Kansas City 1990 — 1993
Mathematics and Computer Science
University of North Texas 1986 — 1989
Computer Technology/Computer Systems Technology
American Interational School of Johannesburg 1983 — 1985
Zurich June 2000 - Present
Zurich North America July 2005 - January 2009
TRI-COR Industries, Inc. June 1994 - May 2000
Mercer Investments May 1990 - March 1994
Skills
Insurance, Lotus Notes, Administrative..., Outlook, Claim, Customer Service, Microsoft Excel, Office Management, Spreadsheets, Workers Compensation, Data Entry, Underwriting, Microsoft Office, Microsoft Word, Access, General Insurance, PowerPoint, Visio, Data Analysis, Software Documentation
Education
University of Missouri-Kansas City 1990 — 1993
Mathematics and Computer Science
University of North Texas 1986 — 1989
Computer Technology/Computer Systems Technology
American Interational School of Johannesburg 1983 — 1985
Keith Wosneski Keith Wosneski's Mercer Investments Experience August 2009 - December 2011
Job Consultant Relations Officer, Acadian Asset Management LLC
Industry Investment Management
Experience
Acadian Asset Management March 2012 - Present
Mercer Investments August 2009 - December 2011
Aurora Investment Management September 2007 - May 2009
Northern Trust Global Investments August 2002 - August 2007
Barclays Global Investors August 1999 - August 2002
Everen Securities February 1997 - August 1999
Zurich Kemper Investments July 1994 - December 1996
Skills
Investments, Hedge Funds, Pensions, Equities, Institutional, Series 7, Alternative Investments, Asset Allocation, Fixed Income, Capital Markets, Client Service, New Business Development, Business Strategy, Investment Advisory, Sales Management, Consultant Relations, Risk Management, Financial Services, Investment Management, Investment Strategies, Business Development, CRM, Asset Management, Relationship Management, Mutual Funds, Financial Markets, Entrepreneurship, Investment Banking, Securities, Private Equity, Portfolio Management, Bloomberg, Emerging Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA
University of Denver 1990 — 1994
BSBA, International Business
Acadian Asset Management March 2012 - Present
Mercer Investments August 2009 - December 2011
Aurora Investment Management September 2007 - May 2009
Northern Trust Global Investments August 2002 - August 2007
Barclays Global Investors August 1999 - August 2002
Everen Securities February 1997 - August 1999
Zurich Kemper Investments July 1994 - December 1996
Skills
Investments, Hedge Funds, Pensions, Equities, Institutional, Series 7, Alternative Investments, Asset Allocation, Fixed Income, Capital Markets, Client Service, New Business Development, Business Strategy, Investment Advisory, Sales Management, Consultant Relations, Risk Management, Financial Services, Investment Management, Investment Strategies, Business Development, CRM, Asset Management, Relationship Management, Mutual Funds, Financial Markets, Entrepreneurship, Investment Banking, Securities, Private Equity, Portfolio Management, Bloomberg, Emerging Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA
University of Denver 1990 — 1994
BSBA, International Business
Troy Saharic Troy Saharic's Mercer Investments Experience January 2015 - Present
Job North America Investment Director at Mercer Investments
Industry Investment Management
Experience
Mercer Investments January 2015 - Present
Mercer Investment Consulting 1994 - Present
A. Foster Higgins &Co. 1993 - 1994
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Investments, Asset Management, Mutual Funds, Hedge Funds, Equities, Investment Management, Pensions, Portfolio Management, Private Equity, Asset Managment, Fixed Income, Institutional..., Financial Modeling, Leadership, Series 7
Education
University of Rhode Island
Mercer Investments January 2015 - Present
Mercer Investment Consulting 1994 - Present
A. Foster Higgins &Co. 1993 - 1994
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Investments, Asset Management, Mutual Funds, Hedge Funds, Equities, Investment Management, Pensions, Portfolio Management, Private Equity, Asset Managment, Fixed Income, Institutional..., Financial Modeling, Leadership, Series 7
Education
University of Rhode Island
John Tawfik John Tawfik's Mercer Investments Experience October 2005 - June 2006
Job Entrepreneur
Industry Restaurants
Experience
Self-employed April 2010 - Present
Ameriprise Financial Services, Inc. September 2006 - October 2009
Mercer - Investments October 2005 - June 2006
Skills
Small Business, Marketing, Writing, Account Management, Client Relations Skills, Marketing Strategy, Team Management, Finance, Leadership, Financial Planning, Social Media Marketing, Sales, Customer Service, Management, Social Media, Microsoft Office, Social Networking, Team Building
Education
University of Hartford 2000 — 2004
Bachelor's degree, English and Political Science
Self-employed April 2010 - Present
Ameriprise Financial Services, Inc. September 2006 - October 2009
Mercer - Investments October 2005 - June 2006
Skills
Small Business, Marketing, Writing, Account Management, Client Relations Skills, Marketing Strategy, Team Management, Finance, Leadership, Financial Planning, Social Media Marketing, Sales, Customer Service, Management, Social Media, Microsoft Office, Social Networking, Team Building
Education
University of Hartford 2000 — 2004
Bachelor's degree, English and Political Science
William Waters, CFA's Mercer Investments Experience April 2014 - May 2015
Job Director, Business Development & Client Service at Fiduciary Management Associates ("FMA")
Industry Financial Services
Experience
Fiduciary Management Associates May 2015 - Present
Mercer Investments April 2014 - May 2015
Mercer Investments April 2013 - March 2014
ECI Investment Advisors, Inc September 2008 - March 2013
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Portfolio Management, Asset Management, Equities, Strategic Financial..., Equity Research, Corporate Finance, Asset Allocation, Due Diligence, Finance, Financial Services, Mutual Funds, Investment Management, Marketing
Education
University of Georgia - Terry College of Business 2004 — 2007
BBA, Finance
Jesuit
Fiduciary Management Associates May 2015 - Present
Mercer Investments April 2014 - May 2015
Mercer Investments April 2013 - March 2014
ECI Investment Advisors, Inc September 2008 - March 2013
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Portfolio Management, Asset Management, Equities, Strategic Financial..., Equity Research, Corporate Finance, Asset Allocation, Due Diligence, Finance, Financial Services, Mutual Funds, Investment Management, Marketing
Education
University of Georgia - Terry College of Business 2004 — 2007
BBA, Finance
Jesuit
Vicky Sharpe's Mercer Investments Experience 2012 - Present
Job Senior Fellow at the International Institute for Sustainable Development
Industry Venture Capital & Private Equity
Experience
QUEST - Quality Urban Energy Systems of Tomorrow December 2014 - Present
EnerTech Capital December 2014 - Present
International Institute for Sustainable Development October 2014 - Present
Mercer - Investments 2012 - Present
Alberta Enterprise Corporation 2008 - Present
Sustainable Development Technology Canada - Technologies du développement durable Canada June 2014 - December 2014
Sustainable Development Technology Canada October 2001 - June 2014
GRI Canada 1998 - 2001
Ontario Hydro International Inc. January 1995 - January 1997
Skills
Venture Capital, Start-ups, Angel Investing, Corporate Development, Entrepreneurship, Private Equity, Strategy, Commercialization, Energy, Clean Technology, Renewable Energy, Cleantech, Business Strategy, Strategic Planning, Mergers & Acquisitions, Strategic Partnerships, Business Development, Solar Energy, Due Diligence, Alternative Energy, Executive Management, New Business Development, Business Planning, Investments, Investment Banking, Mergers, Corporate Finance
Education
Trent University Nottingham United Kingdom 1976 — 1980
Doctor of Philosophy (PhD), Microbiology and surface chemistry as applied to water pollution control
University of Bath 1970 — 1974
Bachelor of Science (BSc), Applied Biology (Co-op program) Honours
QUEST - Quality Urban Energy Systems of Tomorrow December 2014 - Present
EnerTech Capital December 2014 - Present
International Institute for Sustainable Development October 2014 - Present
Mercer - Investments 2012 - Present
Alberta Enterprise Corporation 2008 - Present
Sustainable Development Technology Canada - Technologies du développement durable Canada June 2014 - December 2014
Sustainable Development Technology Canada October 2001 - June 2014
GRI Canada 1998 - 2001
Ontario Hydro International Inc. January 1995 - January 1997
Skills
Venture Capital, Start-ups, Angel Investing, Corporate Development, Entrepreneurship, Private Equity, Strategy, Commercialization, Energy, Clean Technology, Renewable Energy, Cleantech, Business Strategy, Strategic Planning, Mergers & Acquisitions, Strategic Partnerships, Business Development, Solar Energy, Due Diligence, Alternative Energy, Executive Management, New Business Development, Business Planning, Investments, Investment Banking, Mergers, Corporate Finance
Education
Trent University Nottingham United Kingdom 1976 — 1980
Doctor of Philosophy (PhD), Microbiology and surface chemistry as applied to water pollution control
University of Bath 1970 — 1974
Bachelor of Science (BSc), Applied Biology (Co-op program) Honours
Michael DeRenzo Michael DeRenzo's Mercer Investments Experience June 2013 - August 2013
Job Investment Consulting Analyst at Mercer
Industry Financial Services
Experience
Mercer June 2014 - Present
Margolis Market Information Lab January 2013 - May 2014
University of Illinois at Urbana-Champaign September 2010 - May 2014
Mercer Investments June 2013 - August 2013
Integrated Financial Services July 2012 - August 2012
University of Illinois at Urbana-Champaign August 2011 - May 2012
Skills
Microsoft Excel, Capital IQ, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Accounting, Financial Analysis, Public Speaking, Research, Statistics, Data Analysis, Investments, Fixed Income
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science, Accounting and Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2012 — 2013
Studied International Finance, Global and Project Management
Wheaton Academy High School 2006 — 2010
Mercer June 2014 - Present
Margolis Market Information Lab January 2013 - May 2014
University of Illinois at Urbana-Champaign September 2010 - May 2014
Mercer Investments June 2013 - August 2013
Integrated Financial Services July 2012 - August 2012
University of Illinois at Urbana-Champaign August 2011 - May 2012
Skills
Microsoft Excel, Capital IQ, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Accounting, Financial Analysis, Public Speaking, Research, Statistics, Data Analysis, Investments, Fixed Income
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science, Accounting and Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2012 — 2013
Studied International Finance, Global and Project Management
Wheaton Academy High School 2006 — 2010
William Dillard, CFA William Dillard, CFA's Mercer Investments Experience May 2013 - Present
Job Associate at Mercer Investments
Industry Capital Markets
Experience
Mercer Investments May 2013 - Present
Credit Suisse July 2010 - May 2013
Northwestern Mutual Financial Network August 2008 - July 2009
Skills
Microsoft Office 2007, SAS, SQL
Education
University of North Carolina at Wilmington 2006 — 2010
BS, Business Administration: Economics and Finance, 3.71
Mercer Investments May 2013 - Present
Credit Suisse July 2010 - May 2013
Northwestern Mutual Financial Network August 2008 - July 2009
Skills
Microsoft Office 2007, SAS, SQL
Education
University of North Carolina at Wilmington 2006 — 2010
BS, Business Administration: Economics and Finance, 3.71
Christopher Reiche's Mercer Investments Experience June 2014 - August 2014
Job Senior Outsourcing Delivery Specialist at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt July 2015 - Present
University of Notre Dame September 2011 - May 2015
Mercer Investments June 2014 - August 2014
Governor's Internship: New Jersey Department of the Treasury, Division of Investment June 2013 - August 2013
Rambling Pines Day Camp June 2012 - August 2012
Matthew Baird Architects July 2010 - August 2010
Skills
Alternative Investments, Investments, Banking, Accounting, Financial Analysis, Financial Statements, Microsoft Office, Microsoft Excel, Microsoft Word, Auditing, Leadership, Management
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Major: Finance, Minor: Italian, Senior
Hun School of Princeton 2004 — 2011
Aon Hewitt July 2015 - Present
University of Notre Dame September 2011 - May 2015
Mercer Investments June 2014 - August 2014
Governor's Internship: New Jersey Department of the Treasury, Division of Investment June 2013 - August 2013
Rambling Pines Day Camp June 2012 - August 2012
Matthew Baird Architects July 2010 - August 2010
Skills
Alternative Investments, Investments, Banking, Accounting, Financial Analysis, Financial Statements, Microsoft Office, Microsoft Excel, Microsoft Word, Auditing, Leadership, Management
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Major: Finance, Minor: Italian, Senior
Hun School of Princeton 2004 — 2011
Nina Patel Nina Patel's Mercer Investments Experience May 2012 - August 2012
Job Associate, Manager Research at Mercer Investments
Industry Investment Management
Experience
Mercer August 2015 - Present
Mercer February 2013 - August 2015
University of Illinois at Chicago January 2012 - December 2012
Junior Achievement of Chicago August 2010 - December 2012
Mercer Investments May 2012 - August 2012
UBS Global Asset Management June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Operations Management, Statistics, Analysis, Microsoft Word, Finance, Equities
Education
University of Illinois at Chicago 2009 — 2012
Bachelor of Science (B.S.), Finance, Honors College
Hoffman Estates High School 2006 — 2009
Mercer August 2015 - Present
Mercer February 2013 - August 2015
University of Illinois at Chicago January 2012 - December 2012
Junior Achievement of Chicago August 2010 - December 2012
Mercer Investments May 2012 - August 2012
UBS Global Asset Management June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Operations Management, Statistics, Analysis, Microsoft Word, Finance, Equities
Education
University of Illinois at Chicago 2009 — 2012
Bachelor of Science (B.S.), Finance, Honors College
Hoffman Estates High School 2006 — 2009
Joe Drozd, CFA Joe Drozd, CFA's Mercer Investments Experience June 2010 - May 2012
Job Director of Research at Matrix Capital Advisors
Industry Capital Markets
Experience
Matrix Capital Advisors LLC May 2012 - Present
Mercer Investments June 2010 - May 2012
Evolve24 March 2010 - June 2010
Peak 6 Investments, LP. June 2008 - August 2008
Oak Park Country Club April 2000 - July 2008
Skills
Hedge Funds, Alternative Investments, Investments, Manager Research, Investment Management, Portfolio Management, Fixed Income, Financial Modeling, Equity Research, Bloomberg, Asset Managment, Business Networking, Asset Allocation, Quantitative Analytics, Economics, Asset Management
Education
University of Illinois at Urbana-Champaign
Bachelors Degree, Economics and Business Administration
Matrix Capital Advisors LLC May 2012 - Present
Mercer Investments June 2010 - May 2012
Evolve24 March 2010 - June 2010
Peak 6 Investments, LP. June 2008 - August 2008
Oak Park Country Club April 2000 - July 2008
Skills
Hedge Funds, Alternative Investments, Investments, Manager Research, Investment Management, Portfolio Management, Fixed Income, Financial Modeling, Equity Research, Bloomberg, Asset Managment, Business Networking, Asset Allocation, Quantitative Analytics, Economics, Asset Management
Education
University of Illinois at Urbana-Champaign
Bachelors Degree, Economics and Business Administration
Karen Flaherty Karen Flaherty's Mercer Investments Experience September 2005 - Present
Job Team Lead Implementation ConsultantIT Consulting/Product Delivery
Industry Investment Management
Experience
Mercer Investments September 2005 - Present
Mercer January 1997 - September 2005
Putnam Investments 1985 - 1997
Skills
HR Project Management, Solution Implementation, Website Development, Web Content, People Development, Team Leadership, Training, Project Management, Web Development, Business Analysis, Team Management, Investments, Process Improvement
Education
University of Massachusetts Boston 1991 — 1994
University of Massachusetts Boston 1990 — 1994
Mercer Investments September 2005 - Present
Mercer January 1997 - September 2005
Putnam Investments 1985 - 1997
Skills
HR Project Management, Solution Implementation, Website Development, Web Content, People Development, Team Leadership, Training, Project Management, Web Development, Business Analysis, Team Management, Investments, Process Improvement
Education
University of Massachusetts Boston 1991 — 1994
University of Massachusetts Boston 1990 — 1994
Keshonda Petty's Mercer Investments Experience May 2014 - May 2015
Job Data Quality Analyst at America Works
Industry Events Services
Experience
America Works July 2015 - Present
Wells Fargo Home Mortgage February 2009 - Present
Star Quality Entertainment, LLC January 2007 - Present
Mercer - Investments May 2014 - May 2015
Skills
Customer Service, Advertising, Entertainment, Event Management, Event Planning, Management, Public Speaking, Sales, Social Media, Social Media Marketing, Marketing, Microsoft Office, Leadership, Strategic Planning, Team Building, Marketing Strategy
Education
University of Phoenix
America Works July 2015 - Present
Wells Fargo Home Mortgage February 2009 - Present
Star Quality Entertainment, LLC January 2007 - Present
Mercer - Investments May 2014 - May 2015
Skills
Customer Service, Advertising, Entertainment, Event Management, Event Planning, Management, Public Speaking, Sales, Social Media, Social Media Marketing, Marketing, Microsoft Office, Leadership, Strategic Planning, Team Building, Marketing Strategy
Education
University of Phoenix
Andre Bahri Andre Bahri's Mercer Investments Experience March 2013 - Present
Job Investment Consulting Analyst at Mercer Investments
Industry Financial Services
Experience
Mercer Investments March 2013 - Present
Merrill Lynch May 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Public Speaking, Bloomberg Terminal, Arabic, Portfolio Management, Event Planning
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), International Business and Finance
Mercer Investments March 2013 - Present
Merrill Lynch May 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Public Speaking, Bloomberg Terminal, Arabic, Portfolio Management, Event Planning
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), International Business and Finance
Libby E. Liebig's Mercer Investments Experience July 2014 - Present
Job Principal Senior Compliance Manager at Mercer Investments
Industry Investment Management
Experience
Mercer Investments July 2014 - Present
Straightline October 2012 - June 2014
Liebig and Associates October 2004 - October 2012
FrontLine Compliance, LLC December 2011 - April 2012
NorthPointe Capital September 2008 - July 2011
HarbourVest Partners, LLC July 2006 - August 2008
Babson Capital Management LLC August 2005 - July 2006
Pioneer Investments April 2004 - August 2005
Lee Munder Capital Group March 2001 - April 2004
The LMCG Funds March 2001 - August 2002
Skills
Investment Advisor..., Investment Advisor..., Business Strategy, Business Development, Policies and Procedures, SEC Rules and..., 1940 Act, Investment Company Act, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Creative Writing, Report Writing, Executive Management
Education
New England College of Business and Finance 2011 — 2012
MBA
University of Phoenix 2001 — 2004
BS, Business Management
Seaholm 1983 — 1987
Seaholm
Mercer Investments July 2014 - Present
Straightline October 2012 - June 2014
Liebig and Associates October 2004 - October 2012
FrontLine Compliance, LLC December 2011 - April 2012
NorthPointe Capital September 2008 - July 2011
HarbourVest Partners, LLC July 2006 - August 2008
Babson Capital Management LLC August 2005 - July 2006
Pioneer Investments April 2004 - August 2005
Lee Munder Capital Group March 2001 - April 2004
The LMCG Funds March 2001 - August 2002
Skills
Investment Advisor..., Investment Advisor..., Business Strategy, Business Development, Policies and Procedures, SEC Rules and..., 1940 Act, Investment Company Act, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Creative Writing, Report Writing, Executive Management
Education
New England College of Business and Finance 2011 — 2012
MBA
University of Phoenix 2001 — 2004
BS, Business Management
Seaholm 1983 — 1987
Seaholm
Frank Liang's Mercer Investments Experience July 2009 - December 2013
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2015 - Present
Guggenheim Partners January 2014 - March 2015
Mercer Investments July 2009 - December 2013
JPMorgan Chase July 2007 - August 2007
Skills
Analysis, Banking, Statistics, Financial Modeling, Management, Portfolio Management, Financial Analysis, Investments
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.A
Guggenheim Partners March 2015 - Present
Guggenheim Partners January 2014 - March 2015
Mercer Investments July 2009 - December 2013
JPMorgan Chase July 2007 - August 2007
Skills
Analysis, Banking, Statistics, Financial Modeling, Management, Portfolio Management, Financial Analysis, Investments
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.A
Theodore Reynolds's Mercer Investments Experience January 1995 - May 1996
Job Vice President, Vendor Administration Vendor Analytics at Bank of America
Industry Banking
Experience
Bank of America October 2006 - Present
FMI Corporation June 2004 - September 2006
iprimus interactive, a unit of Primus Telecommunications, Inc. November 1999 - March 2001
1492 Technologies May 1996 - November 1999
Mercer Investments January 1995 - May 1996
Kidder Peabody June 1994 - December 1994
Skills
Risk Management, Business Process..., Program Management, Change Management, Leadership, Management Consulting, Analytics, CRM, Business Strategy, Management, Finance, Cross-functional Team..., P&L Management, Start-ups, Business Development, Consulting, Enterprise Risk..., Operational Risk..., Project Management, Entrepreneurship, Business Process Mapping, Financial Services, Business Case, Income Statement, P&L, Project Execution, Risk Mitigation, Profit & Loss Management, Change Leadership, Process Mapping, Entrepreneurial..., Business Case..., General Management, Supplier Risk Management, Third Party Vendor..., Business Control, Third Party Vendor...
Education
Wake Forest University - Babcock Graduate School of Management 2002 — 2004
MBA
University of Southern California 1990 — 1994
BA
Princeton High School 1986 — 1990
Bank of America October 2006 - Present
FMI Corporation June 2004 - September 2006
iprimus interactive, a unit of Primus Telecommunications, Inc. November 1999 - March 2001
1492 Technologies May 1996 - November 1999
Mercer Investments January 1995 - May 1996
Kidder Peabody June 1994 - December 1994
Skills
Risk Management, Business Process..., Program Management, Change Management, Leadership, Management Consulting, Analytics, CRM, Business Strategy, Management, Finance, Cross-functional Team..., P&L Management, Start-ups, Business Development, Consulting, Enterprise Risk..., Operational Risk..., Project Management, Entrepreneurship, Business Process Mapping, Financial Services, Business Case, Income Statement, P&L, Project Execution, Risk Mitigation, Profit & Loss Management, Change Leadership, Process Mapping, Entrepreneurial..., Business Case..., General Management, Supplier Risk Management, Third Party Vendor..., Business Control, Third Party Vendor...
Education
Wake Forest University - Babcock Graduate School of Management 2002 — 2004
MBA
University of Southern California 1990 — 1994
BA
Princeton High School 1986 — 1990
Charles Meythaler's Mercer Investments Experience January 2011 - Present
Job Principal at Mercer
Industry Investment Management
Experience
Mercer Investments January 2011 - Present
Mercer Investment Consulting 2011 - Present
Shepherd Kaplan 2009 - 2010
ING Investment Management 2000 - 2003
SEI 1985 - 2003
SEI Investments 1985 - 1993
Education
University of Missouri-Columbia
Juris Doctor
Mercer Investments January 2011 - Present
Mercer Investment Consulting 2011 - Present
Shepherd Kaplan 2009 - 2010
ING Investment Management 2000 - 2003
SEI 1985 - 2003
SEI Investments 1985 - 1993
Education
University of Missouri-Columbia
Juris Doctor
Kelly (Frericks) Bell's Mercer Investments Experience April 2015 - Present
Job Associate at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments April 2015 - Present
Mercer Investment Consulting January 2011 - Present
Skills
Private Equity, Alternative Investments, Performance Reporting, Fund Of Funds
Education
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance & Banking
Mercer - Investments April 2015 - Present
Mercer Investment Consulting January 2011 - Present
Skills
Private Equity, Alternative Investments, Performance Reporting, Fund Of Funds
Education
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance & Banking
John Schelich's Mercer Investments Experience January 2011 - Present
Job Principal, Hedge Fund Research at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investments January 2011 - Present
Hammond Associates April 2004 - January 2011
Hammond Associates August 2000 - April 2004
Skills
Alternative Investments, Analytics, Due Diligence, Hedge Funds
Education
University of Missouri-Columbia 1996 — 2000
BSBA, Finance
Mercer Investments January 2011 - Present
Hammond Associates April 2004 - January 2011
Hammond Associates August 2000 - April 2004
Skills
Alternative Investments, Analytics, Due Diligence, Hedge Funds
Education
University of Missouri-Columbia 1996 — 2000
BSBA, Finance
Timothy Westrich's Mercer Investments Experience March 2013 - Present
Job Principal at Mercer
Industry Investment Management
Experience
Mercer Investments March 2013 - Present
Mercer Investments January 2011 - February 2013
Hammond Associates July 2009 - December 2010
Hammond Associates November 2007 - July 2009
A.G. Edwards & Sons, Inc. February 2005 - November 2007
Edward Jones July 2004 - February 2005
Edward Jones June 2003 - June 2004
Skills
Alternative Investments, Investment Banking, Financial Modeling, Marketing, Asset Allocation, Investments, Hedge Funds, Investment Management, Equities, Private Equity
Education
University of Missouri-Columbia 1999 — 2003
BSBA, Finance/Banking, Real Estate, Economics
Mercer Investments March 2013 - Present
Mercer Investments January 2011 - February 2013
Hammond Associates July 2009 - December 2010
Hammond Associates November 2007 - July 2009
A.G. Edwards & Sons, Inc. February 2005 - November 2007
Edward Jones July 2004 - February 2005
Edward Jones June 2003 - June 2004
Skills
Alternative Investments, Investment Banking, Financial Modeling, Marketing, Asset Allocation, Investments, Hedge Funds, Investment Management, Equities, Private Equity
Education
University of Missouri-Columbia 1999 — 2003
BSBA, Finance/Banking, Real Estate, Economics
Jack Dwyer, CFA, CAIA's Mercer Investments Experience January 2011 - Present
Job Investment Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investments January 2011 - Present
CFA Society of St. Louis 2011 - 2015
Notre Dame Club of St. Lous January 2010 - December 2011
Hammond Associates June 2006 - January 2011
Army National Guard May 1999 - September 2007
A.G. Edwards & Sons, Inc. 1999 - 2005
US Army May 1996 - May 1999
Skills
Asset Allocation, Investments, Portfolio Management, Investment Advisory, Fixed Income, Alternative Investments, Asset Management, Investment Management, Leadership, Valuation, Mutual Funds, Financial Modeling, Equities, Capital Markets, Hedge Funds, Investment Strategies, Financial Analysis, Military, Private Equity, Wealth Management, Financial Advisory, Bonds, Venture Capital, Financial Markets, Corporate Finance, Financial Services, Trading, Economics, High Net Worth..., Emerging Markets, Military Leadership, Fund Of Funds, Derivatives, Hedging, Wealth Management...
Education
Washington University in St. Louis - Olin Business School 2000 — 2003
MBA, Finance
University of Notre Dame 1992 — 1996
BBA, Finance and Business Economics
Chaminade College Prep 1986 — 1992
Mercer Investments January 2011 - Present
CFA Society of St. Louis 2011 - 2015
Notre Dame Club of St. Lous January 2010 - December 2011
Hammond Associates June 2006 - January 2011
Army National Guard May 1999 - September 2007
A.G. Edwards & Sons, Inc. 1999 - 2005
US Army May 1996 - May 1999
Skills
Asset Allocation, Investments, Portfolio Management, Investment Advisory, Fixed Income, Alternative Investments, Asset Management, Investment Management, Leadership, Valuation, Mutual Funds, Financial Modeling, Equities, Capital Markets, Hedge Funds, Investment Strategies, Financial Analysis, Military, Private Equity, Wealth Management, Financial Advisory, Bonds, Venture Capital, Financial Markets, Corporate Finance, Financial Services, Trading, Economics, High Net Worth..., Emerging Markets, Military Leadership, Fund Of Funds, Derivatives, Hedging, Wealth Management...
Education
Washington University in St. Louis - Olin Business School 2000 — 2003
MBA, Finance
University of Notre Dame 1992 — 1996
BBA, Finance and Business Economics
Chaminade College Prep 1986 — 1992
Betty Abajian Nau's Mercer Investments Experience July 2015 - Present
Job Client Implementation Manager at Mercer Investments
Industry Financial Services
Experience
Mercer Investments July 2015 - Present
State Street May 2011 - June 2015
State Street March 2005 - May 2011
Briggs NY June 2004 - March 2005
Shemin Nurseries May 2000 - December 2003
Skills
Microsoft Excel, Corporate Actions, Securities, Financial Services, Account Reconciliation, Investments, Derivatives, Vlookup, Purchasing, Financial Analysis, Middle Office, Financial Reporting, Asset Management, Back Office, Global Custody, Fixed Income, Mutual Funds
Education
UMass Boston
BA, Economics
Mercer Investments July 2015 - Present
State Street May 2011 - June 2015
State Street March 2005 - May 2011
Briggs NY June 2004 - March 2005
Shemin Nurseries May 2000 - December 2003
Skills
Microsoft Excel, Corporate Actions, Securities, Financial Services, Account Reconciliation, Investments, Derivatives, Vlookup, Purchasing, Financial Analysis, Middle Office, Financial Reporting, Asset Management, Back Office, Global Custody, Fixed Income, Mutual Funds
Education
UMass Boston
BA, Economics
Sylvester Fejokwu's Mercer Investments Experience March 2007 - July 2012
Job Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture September 2014 - Present
Robert Toigo Foundation April 2012 - Present
University of Virginia Darden School of Business July 2012 - May 2014
Merrill Lynch June 2013 - August 2013
Mercer Investments March 2007 - July 2012
American International Group (AIG) - Risk Management Group July 2005 - March 2007
American International Group (AIG) - Global Risk Management Group June 2004 - August 2004
Skills
Investments, Capital Markets, Emerging Markets, Investment Banking, Risk Management, Finance, Trading, Fixed Income, Financial Modeling, Financial Analysis, Hedge Funds, Equities, Investment Management, Asset Managment, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Strategy, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Management
University of Rochester 2001 — 2005
B.A., Economics, Finance
King's College Lagos
Accenture September 2014 - Present
Robert Toigo Foundation April 2012 - Present
University of Virginia Darden School of Business July 2012 - May 2014
Merrill Lynch June 2013 - August 2013
Mercer Investments March 2007 - July 2012
American International Group (AIG) - Risk Management Group July 2005 - March 2007
American International Group (AIG) - Global Risk Management Group June 2004 - August 2004
Skills
Investments, Capital Markets, Emerging Markets, Investment Banking, Risk Management, Finance, Trading, Fixed Income, Financial Modeling, Financial Analysis, Hedge Funds, Equities, Investment Management, Asset Managment, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Strategy, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Management
University of Rochester 2001 — 2005
B.A., Economics, Finance
King's College Lagos
Jeff Bunce, CFA's Mercer Investments Experience October 2012 - May 2015
Job Manager Research Analyst at Morningstar Canada
Industry Investment Management
Experience
Morningstar Canada May 2015 - Present
Mercer Investments October 2012 - May 2015
Segal Rogerscasey Canada April 2010 - October 2012
Teachers' Retirement Allowances Fund May 2003 - January 2010
Skills
Investments, Fixed Income, Due Diligence, Asset Allocation
Education
University of Manitoba 2002 — 2007
B. Comm (Honours), Finance
Morningstar Canada May 2015 - Present
Mercer Investments October 2012 - May 2015
Segal Rogerscasey Canada April 2010 - October 2012
Teachers' Retirement Allowances Fund May 2003 - January 2010
Skills
Investments, Fixed Income, Due Diligence, Asset Allocation
Education
University of Manitoba 2002 — 2007
B. Comm (Honours), Finance
Kate Jamgochian's Mercer Investments Experience 2013 - Present
Job Senior Associate at Mercer Investments
Industry Financial Services
Experience
Mercer Investments 2013 - Present
Mercer Investments March 2012 - 2013
Mercer Investment Consulting 2011 - March 2012
Coeur de Cuisine Catering December 2005 - May 2011
Mercer 2009 - March 2011
Skills
Investment Strategies, Due Diligence, Retirement Planning, Asset Allocation, Financial Modeling, Investments, Hedge Funds, Defined Contribution, Investment Management, Capital Markets, Analysis
Education
University of Southern California 2006 — 2010
BS, Finance and Entrepreneurship
University of Southern California - Marshall School of Business 2006 — 2010
BS Business Administration, Finance and Entrepreneurship
Mercer Investments 2013 - Present
Mercer Investments March 2012 - 2013
Mercer Investment Consulting 2011 - March 2012
Coeur de Cuisine Catering December 2005 - May 2011
Mercer 2009 - March 2011
Skills
Investment Strategies, Due Diligence, Retirement Planning, Asset Allocation, Financial Modeling, Investments, Hedge Funds, Defined Contribution, Investment Management, Capital Markets, Analysis
Education
University of Southern California 2006 — 2010
BS, Finance and Entrepreneurship
University of Southern California - Marshall School of Business 2006 — 2010
BS Business Administration, Finance and Entrepreneurship
Gibb Kyle's Mercer Investments Experience June 2011 - Present
Job Senior Actuarial Analyst at Mercer Investments
Industry Investment Management
Experience
Mercer Investments June 2011 - Present
Skills
Employee Benefits, Pensions, Qualified Retirement..., Retirement Planning, Retirement, Defined Benefit
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (BS), Actuarial Science
Mercer Investments June 2011 - Present
Skills
Employee Benefits, Pensions, Qualified Retirement..., Retirement Planning, Retirement, Defined Benefit
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (BS), Actuarial Science
Jennifer Koelle's Mercer Investments Experience December 2004 - Present
Job Sr. Associate, Manager Research at Mercer Investments
Industry Investment Management
Experience
Mercer Investments December 2004 - Present
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (BA), Economics
Mercer Investments December 2004 - Present
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (BA), Economics