Mike Cloutier, CFA
Managing Principal at Merganser Capital Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Spanish -
Topline Score
Bio
Steve Gesing
Michael was a self initiator to get the job done right! Bright, Personable, High Character and Excellent Work Ethic. No task was beyond his grasp or ability! Outstanding Client Management Skills that are only matched by his enviable interpersonal skills that made working witrh Mike a treat! UBS's loss is another company's gain!
Steve Gesing
Michael was a self initiator to get the job done right! Bright, Personable, High Character and Excellent Work Ethic. No task was beyond his grasp or ability! Outstanding Client Management Skills that are only matched by his enviable interpersonal skills that made working witrh Mike a treat! UBS's loss is another company's gain!
Steve Gesing
Michael was a self initiator to get the job done right! Bright, Personable, High Character and Excellent Work Ethic. No task was beyond his grasp or ability! Outstanding Client Management Skills that are only matched by his enviable interpersonal skills that made working witrh Mike a treat! UBS's loss is another company's gain!
Steve Gesing
Michael was a self initiator to get the job done right! Bright, Personable, High Character and Excellent Work Ethic. No task was beyond his grasp or ability! Outstanding Client Management Skills that are only matched by his enviable interpersonal skills that made working witrh Mike a treat! UBS's loss is another company's gain!
Credentials
-
Chartered Financial Analyst (CFA)
CFA InstituteOct, 2015- Nov, 2024 -
PADI Open Water SCUBA Certification
PADIJun, 2006- Nov, 2024 -
ASA 101, 103, 104 Certified
American Sailing Association
Experience
-
Merganser Capital Management
-
United States
-
Investment Management
-
1 - 100 Employee
-
Managing Principal
-
Sep 2021 - Present
-
-
Head of Consultant Relations & Institutional Business Development
-
May 2018 - Sep 2021
-
-
-
Bain Capital Credit
-
Financial Services
-
100 - 200 Employee
-
Vice President
-
May 2017 - May 2018
-
-
-
Merganser Capital Management
-
United States
-
Investment Management
-
1 - 100 Employee
-
VP, Consultant Relations & Relationship Management
-
Jun 2013 - May 2017
-
-
Bond Trader, Structured Products
-
May 2011 - May 2014
-
-
-
UBS
-
Switzerland
-
Financial Services
-
700 & Above Employee
-
Associate, Private Wealth Management
-
Jul 2007 - May 2011
-
-
Education
-
2004 - 2007
Bentley University
Bachelors of Science, Finance -
2006 - 2006
R.M.I.T. University
Community
