Gary Merwitz
Director of Research - Equity at William Blair Investment Management LLC
Profile
Mr. Gary J.
Merwitz is a Director of Research & Research Analyst at William Blair Investment Management LLC.
He is also a Portfolio Manager for the firm's Small Cap Value strategy.
He focuses on the consumer discretionary and consumer staples sectors.
Before joining William Blair in 2021, he was Director of Research and was a member of the of the management committee at ICM; before that, he was a member of the small- to mid-cap value equity teams at ICM.
Before joining ICM in 2004, Mr. Merwitz was a small-cap strategist and educational services analyst at Morgan Stanley.
He received his undergraduate degree from the University of Maryland and an MBA from Duke University.
Gary Merwitz active positions
Companies | Position | Start |
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William Blair Investment Management LLC
William Blair Investment Management LLC Investment ManagersFinance William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe. | Director of Research - Equity | - |
Former positions of Gary Merwitz
Companies | Position | End |
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Investment Counselors of Maryland LLC
Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund. | Director of Research - Equity | 2021-06-30 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | - |
Training of Gary Merwitz
University of Maryland | Undergraduate Degree |
Duke University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 3 |
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Investment Counselors of Maryland LLC
Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
William Blair Investment Management LLC
William Blair Investment Management LLC Investment ManagersFinance William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe. | Finance |
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