![Dana N. Merrill](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Dana N.
Merrill, CFA MBA, is a Portfolio Manager at Trust & Fiduciary Management Services, Inc.
Mr. Merrill was previously employed as Chief Investment Officer by Citigroup, Inc., a Portfolio Manager by Loomis, Sayles & Co. LP, and a Principal by The Boston Security Analysts Society, Inc.
Mr. Merrill attended Cornell University and received a BA in Economics with a minor in both Mathematics and Philosophy from the McMicken College of Liberal Arts at the University of Cincinnati.
He earned an MBA in finance from New York University's Graduate School of Business Administration and did graduate studies at both The University of Maryland and The University of Munich in Germany.
He is a Chartered Financial Analyst, a member of the CFA Institute, a member of the Boston Society of Security Analysts, a Senior Security Analyst and is active in the CFA Institute's continuing education program.
| Companies | Position | End |
|---|---|---|
The Boston Security Analysts Society, Inc.
 The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Corporate Officer/Principal | - |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Portfolio Manager-Equities | - |
| CITIGROUP INC. | Chief Investment Officer | - |
Trust & Fiduciary Management Services, Inc.
 Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Trust & Fiduciary Management Services (TFMS) constructs portfolios by employing qualitative and fundamental techniques. For equities, they use a framework based on the ideas of Nobel Laureates Franco Modigliani and Merton Miller. They also use measures of operating momentum. TFMS manages fixed-income portfolios by using individual issues and both closed- and open-ended funds as needed to meet specialized client objectives. | Portfolio Manager-Equities | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 9 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
Citigroup, Inc.
 Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services | Finance |
Trust & Fiduciary Management Services, Inc.
Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Trust & Fiduciary Management Services (TFMS) constructs portfolios by employing qualitative and fundamental techniques. For equities, they use a framework based on the ideas of Nobel Laureates Franco Modigliani and Merton Miller. They also use measures of operating momentum. TFMS manages fixed-income portfolios by using individual issues and both closed- and open-ended funds as needed to meet specialized client objectives. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Cincinnati (Ohio)
 University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ludwig-Maximilians-Universität München
 Ludwig-Maximilians-Universität München Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Commercial Services |
Select your edition
All financial news and data tailored to specific country editions
