John R. Merrell
Profile
John R.
Merrell is Managing Director of Bear Wagner Specialists LLC.
He has more than 20 years of executive leadership and expertise in the financial services sector.
Prior to joining Bear Wagner in 2003, Mr. Merrell was President of EnvestnetPMC.
Before that, he held various positions with Robert W.
Baird and The Ohio Company.
Mr. Merrell received a JD from Capital University Law School and an undergraduate degree from Indiana University.
Former positions of John R. Merrell
| Companies | Position | End |
|---|---|---|
| The Ohio Co. | Corporate Officer/Principal | - |
EnvestnetPMC, Inc.
 EnvestnetPMC, Inc. Packaged SoftwareTechnology Services EnvestnetPMC, a provider of managed accounts and practice management technologies for financial advisors,it merge with Net Asset Management, a Los Angeles-based provider of Web-based managed account technology to financial institutions and advisory firms. The combined company will operate under the name EnvestNet Asset Management. | President | - |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | - |
Bear Wagner Specialists LLC
 Bear Wagner Specialists LLC Investment Banks/BrokersFinance Bear Wagner Specialists LLC provides brokerage and related financial services. Its clients include Dow Jones Industrial Average components Alcoa, Citigroup, Honeywell International and Procter & Gamble. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of John R. Merrell
| Capital University | Graduate Degree |
| Indiana University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Bear Wagner Specialists LLC
Bear Wagner Specialists LLC Investment Banks/BrokersFinance Bear Wagner Specialists LLC provides brokerage and related financial services. Its clients include Dow Jones Industrial Average components Alcoa, Citigroup, Honeywell International and Procter & Gamble. The company is headquartered in New York, NY. | Finance |
EnvestnetPMC, Inc.
EnvestnetPMC, Inc. Packaged SoftwareTechnology Services EnvestnetPMC, a provider of managed accounts and practice management technologies for financial advisors,it merge with Net Asset Management, a Los Angeles-based provider of Web-based managed account technology to financial institutions and advisory firms. The combined company will operate under the name EnvestNet Asset Management. | Technology Services |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Finance |
| The Ohio Co. | Finance |
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