Kevin Merritt, Cfa
About Kevin Merritt, Cfa
Kevin Merritt, CFA, is a seasoned finance professional currently serving as the Director of Research and Managing Director at Wedbush Securities in the Greater New York City Area. He has held various roles in investment management and research, including positions at Sandler Capital Management, Plural Investments, and Citadel Investment Group.
Work at Wedbush Securities
Kevin Merritt serves as the Director of Research and Managing Director at Wedbush Securities. He has held this position since 2019, contributing to the firm's research initiatives and investment strategies in the Greater New York City Area. His role involves overseeing research operations and providing insights into market trends.
Previous Experience in Investment Management
Before joining Wedbush Securities, Kevin Merritt worked at Sandler Capital Management as a Technology Investor from 2012 to 2015. He also held the position of Managing Director, Portfolio Manager, and Technology Sector Head at Plural Investments, LLC from 2010 to 2012. His career includes a role as an Investment Manager at Citadel Investment Group from 2008 to 2010 and as an Analyst at SAC Capital from 2004 to 2008.
Early Career and Volunteer Work
Kevin Merritt began his career as an Analyst at Piper Jaffray from 1999 to 2002. He also volunteered with the Peace Corps in Slovakia from 1996 to 1998, where he contributed to community development efforts. This early experience provided him with a diverse perspective that informs his work in finance and investment.
Education and Expertise
Kevin Merritt earned a Bachelor of Science degree in Management Information Systems and Finance from Rensselaer Polytechnic Institute (RPI) from 1991 to 1995. He furthered his education by obtaining a Master of Business Administration (MBA) in International Finance from INSEAD in 1999. His educational background supports his expertise in financial analysis and investment management.