Mario is a portfolio manager and deputy chief investment ffficer at Meristead Wealth (“Meristead”). He is responsible for sourcing and monitoring positions across the firm’s strategies, while also serving as a principal spokesperson for the team’s investment philosophy with clients.
Prior to joining Meristead, Mario was the director of investment grade research at zazove associates, a multi-billion dollar investment firm specializing in convertible securities management. He was previously a senior credit analyst at Sandelman Partners, a multi-strategy hedge fund focused on fixed income relative-value investing. Mario started his buy-side asset management career with Citadel in 2001, where he was one of the first credit research analysts hired into the Convertible Arbitrage group.
Mario holds a BA from Stanford University where he majored in Economics. He has also completed graduate-level coursework in Statistics & Data Science at MIT. Mario earned the Chartered Financial Analyst (CFA) charter in 2011, and currently serves on the Board for the CFA Society of San Francisco and the Education Advisory Committee of the CFA Institute.