Kevin Merritt

Managing Director, Director of Equity Research

Kevin Merritt oversees the firm’s award-winning Equity Research team as the Managing Director, Director of Equity Research.

Throughout Kevin’s two decades of experience in finance, he has specialized in the software and TMT sectors, as an analyst, portfolio manager, sector head, and in management roles, most recently as Deputy Director of Research with Aptigon Capital, a division of Citadel. Drawing on his extensive buy side experience, Kevin has been a valuable leader in research, alpha generation, and business development, at multiple firms.

Kevin received his Bachelor of Science in Management Systems and Finance from Rensselaer Polytechnic Institute, and his MBA in International Finance from INSEAD in France. He is also a CFA® Charterholder.

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