George Vanderneth Merrill
Portfolio Manager-Equities at Sophis Investments LLC
Profile
Mr. George V.
Merrill is a Managing Director & Portfolio Manager at Sophis Investments LLC.
Mr. Merrill has over 40 years portfolio management experience.
His experience includes working at Northern Trust Corporation, where he became Vice President, Senior Portfolio Manager & member of the Stock Selection Committee; The Bank of New York Mellon, as Vice President, Senior Portfolio Manager & member of the Personal Asset Management Equity Investment Committee; and most recently M&R Capital Management, Inc., as Senior Vice President & Senior Portfolio Manager.
Mr. Merrill is a licensed attorney admitted to the Bar of the State of New York and was born in New York City.
He earned an undergraduate degree magna cum laude from Harvard College, a JD from Harvard University Law School, and an MBA from Columbia University.
George Vanderneth Merrill active positions
| Companies | Position | Start |
|---|---|---|
Sophis Investments LLC
 Sophis Investments LLC Investment ManagersFinance Sophis Investments LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Tassos Recachinas in 2008. Sophis Investments provides discretionary and non-discretionary investment advisory services to high net-worth individuals, individuals, trusts, estates, endowments, foundations, charitable organizations, pooled investment vehicles, and corporations or other businesses. | Portfolio Manager-Equities | 2020-12-31 |
Former positions of George Vanderneth Merrill
| Companies | Position | End |
|---|---|---|
M&R Capital Management, Inc.
 M&R Capital Management, Inc. Investment ManagersFinance M&R Capital Management, Inc. (M&R Capital) is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by John Maloney in 1993. M&R Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. | Portfolio Manager-Equities | 2020-12-31 |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Portfolio Manager-Equities | 2011-12-30 |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Training of George Vanderneth Merrill
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Harvard University | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
M&R Capital Management, Inc.
M&R Capital Management, Inc. Investment ManagersFinance M&R Capital Management, Inc. (M&R Capital) is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by John Maloney in 1993. M&R Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. | Finance |
The Bank of New York Mellon Corp. (Investment Management)
The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Finance |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Sophis Investments LLC
Sophis Investments LLC Investment ManagersFinance Sophis Investments LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Tassos Recachinas in 2008. Sophis Investments provides discretionary and non-discretionary investment advisory services to high net-worth individuals, individuals, trusts, estates, endowments, foundations, charitable organizations, pooled investment vehicles, and corporations or other businesses. | Finance |
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