Profile
Mr. Steve K.
Mergler is a Portfolio Manager at Rushmore Investment Advisors, Inc. Mr. Mergler is a member of the investment committee where he is responsible for security selection and portfolio construction.
Prior to joining Rushmore in April 2011, Mr. Mergler was Co-Founder & President at Northstar Capital Management, Inc. and Vice President & Portfolio Manager at Loomis, Sayles & Co. LP.
Mr. Mergler received his BA and JD degrees from the University of Florida.
Former positions of Steve K. Mergler
| Companies | Position | End |
|---|---|---|
Rushmore Investment Advisors, Inc.
 Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Investment Committee Member | 30/09/2013 |
Northstar Capital Management, Inc.
 Northstar Capital Management, Inc. Investment ManagersFinance Founded in 2000, Northstar Capital Management, Inc. is a registered investment advisor located in Boca Raton, Florida. The firm manages investments for high net-worth individuals, investment companies including mutual funds, pension and profit sharing plans, charitable organizations, corporations and state and municipal government entities. | Founder | 31/03/2011 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Corporate Officer/Principal | 01/01/2000 |
Training of Steve K. Mergler
| University of Florida | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Northstar Capital Management, Inc.
Northstar Capital Management, Inc. Investment ManagersFinance Founded in 2000, Northstar Capital Management, Inc. is a registered investment advisor located in Boca Raton, Florida. The firm manages investments for high net-worth individuals, investment companies including mutual funds, pension and profit sharing plans, charitable organizations, corporations and state and municipal government entities. | Finance |
Rushmore Investment Advisors, Inc.
Rushmore Investment Advisors, Inc. Investment ManagersFinance Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Finance |
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