Merganser Capital Management

Industry: Company

Description

Founded: 1984 Parent organization: Providence Equity Partners

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Merganser Capital Management Employees

Employee
Years
Job
Industry
Hilary schatzman Hilary schatzman Greater Boston Area Details
Hilary schatzman's Merganser Capital Management Experience February 2012 - Present
Job Trade Operations
Industry Capital Markets
Experience
Merganser Capital Management   February 2012 - Present

Education
Salem State University   2007 — 2011
bachelor of arts, english (professional writing concentration

Amanda Crooks Amanda Crooks Boston, Massachusetts Details
Amanda Crooks's Merganser Capital Management Experience May 2015 - Present
Job Relationship Management Associate at Merganser Capital Management
Industry Investment Management
Experience
Merganser Capital Management   May 2015 - Present
Merganser Capital Management   December 2014 - May 2015
Boston College Physics Department  June 2014 - December 2014
Boston College Recreation Complex   February 2012 - August 2014
Boston College Recreation Complex   February 2012 - August 2014
Boston College Recreation Complex   May 2012 - May 2014

Skills
Leadership, Management, Microsoft Office, Customer Service, Teamwork, Editing, Public Speaking, Fitness, Personal Training, Social Networking, Microsoft Word, PowerPoint, Microsoft Excel, Research, Nutrition, Wellness, Social Media, Facebook

Education
Boston College - Carroll School of Management   2010 — 2014
Bachelor of Science (B.S.), Finance and Leadership

Michael Cloutier, CFA Michael Cloutier, CFA Boston, Massachusetts Details
Michael Cloutier, CFA's Merganser Capital Management Experience May 2011 - Present
Job Assistant Vice President, Research Analyst
Industry Investment Management
Experience
Merganser Capital Management   May 2011 - Present
UBS Financial Services  October 2009 - May 2011
UBS Financial Services  July 2007 - October 2009

Skills
Fixed Income, Investments, Series 7, Bloomberg, Asset Allocation, Financial Analysis, Finance, Strategic Financial..., Trading, Asset Management, Investment Management, Bonds, Due Diligence, Strategy, Equities, Business Development

Education
Bentley University   2004 — 2007
Bachelors of Science, Finance

R.M.I.T. University   2006 — 2006

Kerry White Kerry White Greater Boston Area Details
Kerry White's Merganser Capital Management Experience 1988 - 1995
Job Managing Director at Brant Rock Advisory Services, LLC
Industry Financial Services
Experience
Brant Rock Advisory Services, LLC   April 2014 - Present
BNY Mellon  August 2012 - April 2014
BNY Mellon  January 2008 - August 2012
ABN AMRO Mellon Global Securities Services, BV   January 2000 - December 2007
Mellon Financial Corporation  1995 - 1999
Merganser Capital Management   1988 - 1995
State Street Corporation  1986 - 1988

Skills
Financial Services, Investments, Strategy, Fixed Income, Banking, Relationship Management, Capital Markets, Financial Modeling, Risk Management, Product Management, Mutual Funds, Investment Management, Securities, Asset Management, Alternative Investments, Management, Equities, Business Strategy, Global Custody, Derivatives, Portfolio Management, New Business Development, Strategic Planning, Business Development, Financial Markets, Hedge Funds, Pension Funds, Pensions, FX Options, Funding, International Strategy, Investment Banking, Structured Finance, Asset Managment, Bonds, Bloomberg, Defined Contribution, Thought Leadership, Finance, Mergers & Acquisitions, Financial Risk, Executive Management, Financial Analysis, Leadership, Valuation, Exchange Traded Funds, Analysis

Education
Thunderbird School of Global Management   2007 — 2007
N/A, Certificate in Global Leadership

Southern New Hampshire University   1991 — 1993
MBA, International Finance

Villanova University   1982 — 1986
BSBA, International Business

Richmond, The American International University in London   1985 — 1985
International Finance and Politics

New England Conservatory of Music   1980 — 1980

Rebecca DeNisco Rebecca DeNisco Greater Boston Area Details
Rebecca DeNisco's Merganser Capital Management Experience June 2015 - Present
Job Business Development at Merganser Capital Management
Industry Financial Services
Experience
Merganser Capital Management   June 2015 - Present
Ibis Capital (US)   October 2014 - April 2015
LPL Financial  June 2014 - September 2014
State Street  September 2012 - May 2014
Barton Associates Inc.  July 2013 - August 2013
Boston Harbor Cruises  May 2009 - July 2013
Morgan Stanley  2010 - 2010

Skills
Microsoft Excel, Customer Service, Financial Analysis, Time Management, Microsoft Office, Investments, Public Speaking, Teamwork, Management, CRM, Salesforce.com, LexisNexis, Leadership, PowerPoint, Sales, Budgets, Outlook, SharePoint

Education
University of Massachusetts at Amherst - Isenberg School of Management   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Alternative Investments, Financial Analyst

Lynnfield High School

Valerie Krempus (Smith) Valerie Krempus (Smith) Boston, Massachusetts Details
Valerie Krempus (Smith)'s Merganser Capital Management Experience October 2009 - April 2012
Job Associate Director, Communications at HBX | Harvard Business School
Industry Higher Education
Experience
HBX Harvard Business School  September 2015 - Present
Northeastern University  July 2014 - September 2015
Merganser Capital Management   October 2009 - April 2012
Merganser Capital Management   March 2009 - October 2009
Wellington Management Company, LLP  September 2007 - March 2009
Wellington Management  August 2006 - September 2007
Fulbright Organization   August 2004 - July 2005

Skills
Internal & External..., Marketing, Relationship Management, Investments, Competitive Analysis, Financial Services, RFP, Fixed Income, Equities, Portfolio Management, Investment Management, Management, Microsoft Office, Proofreading, CRM, Marketing Strategy, Proposal Writing, Project Management, Strategy, Social Media

Education
Northeastern University - Graduate School of Business Administration   2007 — 2010
MBA

University of New Hampshire   1999 — 2003
BA, English and Communications

Jeff Elefante Jeff Elefante Boston, Massachusetts Details
Jeff Elefante's Merganser Capital Management Experience October 2013 - Present
Job Business Development, Merganser Capital Management
Industry Financial Services
Experience
Merganser Capital Management   October 2013 - Present
Cambridge Associates  June 2012 - October 2013
Cambridge Associates  August 2010 - June 2012
State Street Bank  August 2009 - August 2010

Skills
Financial Services, Business Development, Asset Management, Mutual Funds, Equities

Education
Boston College   2005 — 2009
Bachelor of Arts (B.A.), History

Melissa-Marie Patten Melissa-Marie Patten Greater Boston Area Details
Melissa-Marie Patten's Merganser Capital Management Experience November 2013 - Present
Job Corporate Accounting Manager
Industry Accounting
Experience
Merganser Capital Management   November 2013 - Present
Reit Management and Research  October 2011 - November 2013
Kensington Investment Company  December 2009 - September 2011
Wilder Companies  June 2009 - December 2009

Skills
Accounting, General Ledger, GAAP, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Internal Controls, Financial Statements, QuickBooks, Journal Entries, Accounts Payable, US GAAP, Corporate Tax, Fixed Assets, Sarbanes-Oxley Act, Income Tax, Bank Reconciliation

Education
University of Massachusetts Boston   2007 — 2009
Bachelor's degree, Accounting

Fitchburg State College   2005 — 2007

Jennifer Wynn, CFA Jennifer Wynn, CFA Boston, Massachusetts Details
Jennifer Wynn, CFA's Merganser Capital Management Experience August 2000 - Present
Job Senior Vice President, Portfolio Manager at Merganser Capital Management
Industry Investment Management
Experience
Merganser Capital Management   August 2000 - Present

Education
Princeton University   1979 — 1983
Bachelor's Degree, Civil Engineering

Massachusetts Institute of Technology
Master's Degree, Water Resources Engineering

The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance, General

Alanna Poretta Alanna Poretta Greater Boston Area Details
Alanna Poretta's Merganser Capital Management Experience December 2013 - January 2014
Job Analyst at J.P. Morgan
Industry Marketing and Advertising
Experience
J.P. Morgan   July 2014 - Present
Merganser Capital Management   December 2013 - January 2014
Eaton Vance  June 2013 - August 2013
LevelUp  June 2012 - August 2012
Ipswich Country Club  May 2011 - August 2011

Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Sales, PowerPoint, Facebook, Spanish, Social Networking, Outlook, Marketing, Social Media Marketing, Marketing Communications, Customer Service, Event Planning, Teamwork, Public Relations, Public Speaking

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2014
Bachelor's degree, Marketing and Management Leadership, 3.66

Pentucket High School   2006 — 2010
9-12

Kyra Fecteau, CFA Kyra Fecteau, CFA Boston, Massachusetts Details
Kyra Fecteau, CFA's Merganser Capital Management Experience November 2010 - March 2015
Job Research Analyst, AVP at Merganser Capital Management
Industry Investment Management
Experience
Merganser Capital Management   November 2010 - March 2015
State Street Corporation  July 2008 - November 2010
Eaton Vance Management  June 2007 - August 2008
Stonehill College  August 2007 - May 2008

Skills
Fixed Income, Securitized Products, Commercial Mortgage..., Credit Analysis, Trading, Bloomberg, Point, Charles River IMS, Equities, Securitization, Alternative Investments, Hedge Funds

Education
Stonehill College   2004 — 2008
Bachelors, Economics, International Studies

University College Cork   2006 — 2006

Wendy McGowan Wendy McGowan Greater Boston Area Details
Wendy McGowan's Merganser Capital Management Experience December 2004 - Present
Job Manager, Investment Operations at Merganser Capital Management
Industry Financial Services
Experience
Merganser Capital Management   December 2004 - Present
Merganser Capital Management   December 1997 - November 2004
CERA  June 1993 - November 1997

Skills
Fixed Income

Education
Tufts University   1979 — 1983
B.S.

Jeffrey Addis Jeffrey Addis Greater Boston Area Details
Jeffrey Addis's Merganser Capital Management Experience January 2004 - Present
Job Executive Vice President Chief Operating Officer & CCO
Industry Investment Management
Experience
Merganser Capital Management   January 2004 - Present
Olmstead Associates, Inc.   October 1998 - December 2003
PricewaterhouseCoopers  January 1998 - September 1998
First Data Corporation  1994 - 1997
The Boston Company  1988 - 1994
State Street Bank, Atlantic Division   June 1986 - June 1988
Freedman Financial/IDS American Express   May 1985 - May 1986

Skills
Leadership, Bonds, Executive Management, Business Analysis, Acquisition Integration, Fund Accounting, Trading Systems, Securities, Mutual Funds, Trading, Investment Management, Fixed Income, Asset Managment, Portfolio Management, Asset Management, Financial Services

Education
Bentley University   1981 — 1985
Bachelor of Science (B.S.), Finance

SHS

Peter S. Kaplan Peter S. Kaplan Greater Boston Area Details
Peter S. Kaplan's Merganser Capital Management Experience 1986 - Present
Job SVP, Portfolio Manager
Industry Investment Management
Experience
Merganser Capital Management   1986 - Present

Education
Babson College - Franklin W. Olin Graduate School of Business   1980 — 1982
mba

University of Massachusetts, Amherst   1975 — 1979
bba, business

Mu Tang, CFA Mu Tang, CFA Greater Boston Area Details
Mu Tang, CFA's Merganser Capital Management Experience June 2015 - Present
Job Research Analyst
Industry Financial Services
Experience
Merganser Capital Management   June 2015 - Present

Education
Boston University Questrom School of Business   2005 — 2009
BSBA

VSCHS

Pam Ketchum Pam Ketchum Greater Boston Area Details
Pam Ketchum's Merganser Capital Management Experience August 2005 - October 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merganser Capital Management   August 2005 - October 2009
Mellon Financial  January 2001 - July 2005
Olmstead Associates  January 2000 - December 2000
First Data Corporation  September 1994 - May 1997
The Boston Company  June 1988 - September 1994

Education
Assumption College   1984 — 1988
BA, Accounting

Jessica McGeary Jessica McGeary Boston, Massachusetts Details
Jessica McGeary's Merganser Capital Management Experience January 2013 - Present
Job Network Administrator at Merganser Capital Management
Industry Financial Services
Experience
Merganser Capital Management   January 2013 - Present
Annaly Capital Management  October 2005 - December 2012
American Red Cross  1998 - 2005

Skills
SQL, Databases, Windows, Servers, Microsoft Excel, Microsoft SQL Server, HTML, Data Analysis, Bloomberg, Software Documentation, Windows 7, Testing, Software Development, Active Directory, Fixed Income, Virtualization, VoIP, Helicopter Piloting

Education
North Andover Flight Academy   2014 — 2015
Aircraft Pilot (Private)

Kean University   2000 — 2003
Master’s Degree, Management Information Systems

County College of Morris   1999 — 2000
Computer Programming

New Jersey Institute of Technology   1998 — 1999
Computer and Information Sciences and Support Services

Case Western Reserve University   1992 — 1996

Bob LeLacheur, CFA Bob LeLacheur, CFA Greater Boston Area Details
Bob LeLacheur, CFA's Merganser Capital Management Experience January 1993 - April 2005
Job Town Manager at Town of Reading, MA
Industry Government Administration
Experience
Town of Reading, MA  June 2013 - Present
Town of Reading, MA  October 2005 - May 2013
Merganser Capital Management   January 1993 - April 2005
Kenda Systems  January 1990 - January 1993
Salomon Brothers  March 1985 - March 1987
Lehman Brothers  October 1981 - March 1985
Real Decisions   August 1980 - October 1981

Skills
Public Finance, Asset Managment, Public Policy, Municipalities, Economic Development, Hedge Funds, Investments, Fixed Income, Policy Analysis, Policy, Legislative Relations, Public Budgeting, Securities, Politics, Community Development, Local Government, Public Financial..., Asset Management, Public Administration, State Government, Land Use, Municipal Management, Intergovernmental..., Bonds, Affordable Housing, Analysis, Portfolio Management, Grant Writing, Urban Planning, Strategic Planning, Redevelopment, Public Sector, Budgets, Zoning, Awesomeness, Executive Management, Government..., Grants, Government Accounting, Investment Management, Government, Structured Finance, Pension Funds, Capital Budgeting, Government Procurement, Legislation, Alternative Investments, Finance, Managerial Finance, City Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1989 — 1990
MBA

Colgate University   1976 — 1980
AB, Mathematical Economics

Milton High School   1972 — 1976

Nancy Danos Nancy Danos Greater Boston Area Details
Nancy Danos's Merganser Capital Management Experience Marketing & Client Service AssociateMerganser Capital Management2004 - 2010
Job Senior Marketing & Client Service Associate at Merganser Capital Management
Industry Investment Management
Experience
Merganser Capital Management   Marketing & Client Service AssociateMerganser Capital Management2004 - 2010
Merganser Capital Management   2002 - 2004
Merganser Capital Management   January 1998 - 2004
Oakland Park Children's Center   April 1989 - December 1997

Education
Boston University   1999 — 2006
BS, Business Management, Marketing

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