Scott Mero

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Profile

William Scott Mero formerly worked at Jesup & Lamont Securities Corp., as Managing Director from 2008 to 2009, Crédit Agricole Corporate & Investment Bank (New York Branch), as Director from 2011 to 2021, Deutsche Bank Securities, Inc., as Vice President from 1996 to 2002, The Swarthmore Group, Inc., as Senior Fixed Income Portfolio Manager from 2021 to 2023, Epsilon Investment Management LLC, as Trader & Senior Investment Analyst from 2002 to 2003, FBR Capital Markets & Co. (Old), as Senior Vice President from 2009 to 2011, and NWD Investment Management, Inc., as Senior Investment Analyst from 2003 to 2006.
Mr. Mero received his graduate degree in 1992 from the University of Southern California and undergraduate degree in 1988 from Northeastern University.

Former positions of Scott Mero

Companies	Position	End
The Swarthmore Group, Inc. The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay.	Portfolio Manager-Fixed Income	2023-06-26
Crédit Agricole Corporate & Investment Bank (New York Branch) Crédit Agricole Corporate & Investment Bank (New York Branch) Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	2020-12-31
FBR Capital Markets & Co. (Old) FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2011-05-31
Jesup & Lamont Securities Corp. Jesup & Lamont Securities Corp. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2009-09-30
NWD Investment Management, Inc. NWD Investment Management, Inc. Investment ManagersFinance Provides asset management services	Corporate Officer/Principal	2006-05-31

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Training of Scott Mero

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Linked companies

Private companies	9
Deutsche Bank Securities, Inc. Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
The Swarthmore Group, Inc. The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay.	Finance
Jesup & Lamont Securities Corp. Jesup & Lamont Securities Corp. Investment Banks/BrokersFinance Provides brokerage services	Finance
Epsilon Investment Management LLC Epsilon Investment Management LLC Investment ManagersFinance Epsilon manages global value-oriented long/short hedge funds.	Finance
University of Southern California University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FBR Capital Markets & Co. (Old) FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services	Finance
NWD Investment Management, Inc. NWD Investment Management, Inc. Investment ManagersFinance Provides asset management services	Finance
Northeastern University Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Crédit Agricole Corporate & Investment Bank (New York Branch) Crédit Agricole Corporate & Investment Bank (New York Branch) Investment Banks/BrokersFinance Provides investment banking services	Finance

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