Brennan Merrell

Chief Investment Officer @City Of Jacksonville

Jacksonville, FL, US
EMAILS
b•••••••@coj.net
MOBILE NUMBERS
+19•••••••25

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WORK HISTORY

Feb 2019 — Present

Chief Investment Officer @City Of Jacksonville

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Jacksonville, FL, US

Manages the $2.5B Employees\' Retirement System,$2B operating portfolio, & $700M Defined Contribution Retirement Plan- Oversees public equity, fixed income, private credit, private equity, and real estate manager selections- Leads investment discussions, provides insightful recommendations, and compliance reviews for the Pension Board of Trustees, Defined Contrubtion Committee, & the City of Jacksonville- Reduced operating portfolio management fees by over 20%- Collaborates with consultants for strategy evaluation and manager assessment- The Employees\' Retirement System performed in the top quartile due to asset allocation and manager selection since 2019- Sourced, researched, contracted, and funded 26+ investment managers since 2019- Execute contracts with support of the Office of General Counsel and Outside Legal Counsel- Maintain liquidity for City operations while maximizing risk adjusted returns- Monitor global capital markets and maintains stakeholder relations- Support the creation of the City\'s Comprehensive Annual Financial Report- Duval County Tourist Development Tax Audit Principal in charge of short-term rental audits- Assists in the management and issuance of the City\'s $2.6 billion debt portfolio

EDUCATION

N/A

Florida State University

Certificate in financial planning, Financial Planning and Services

2007 — 2009

Tulane University - A.B. Freeman School of Business

Master of Business Administration, Finance

2004

University of Florida

Bachelor of Science in Business Administration, Economics

SKILLS

WritingFinancial ModelingMarket ResearchFinancial PlanningMicrosoft WordFinancial AnalysisFinanceEquitiesTradingInvestment BankingBusiness StrategyPowerpointMicrosoft ExcelInvestor RelationsValuationInvestment ManagementMicrosoft OfficeAnalysisAsset ManagmentPortfolio ManagementSecuritiesInvestmentsStrategic PlanningStrategyAccountingDue DiligenceBusiness AnalysisCapital MarketsAsset ManagementMutual FundsEquity Research

ABOUT BRENNAN MERRELL

Chief Investment Officer at City of Jacksonville

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