Mitchell M. Merin

Mitchell M. Merin
Senior Advisor

With over 40 years of experience in the financial services industry, Mitch Merin has extensive experience in strategic planning, asset management, corporate governance and leading high performing teams. Throughout his career, Mitch has been committed to promoting diversity and inclusion practices in the workplace.

Mitch spent most of his career on Wall Street in C-Suite and executive management positions at securities and asset management firms. He led Morgan Stanley Investment Management (MSIM), one of the world’s top 20 investment management businesses, offering services to a diverse client base of institutional and individual investors globally.

Additionally, he was a member of the Management Committee of Morgan Stanley & Co. During his career, Mitch spearheaded a variety of disparate businesses into an integrated investment management business. His most complex task was to relocate and restore the operation of the Morgan Stanley Advisors Mutual Fund business after the destruction of its headquarters in the 9/11 attacks on the World Trade Center. He also was on the Dean Witter team that negotiated the spin-off of Sears financial services operations into a new public company amid the bombing of the World Trade Center, helping bring to market the initial public equity and debt offerings for Dean Witter, Discover & Co.

Mitch has served as a director of public and private companies including the board of Sun Life Financial, one of Canada’s leading financial services companies, where he chaired the Governance, Nominating and Investment Oversight Committee. Mitch also served as a JP Morgan Mutual Funds Independent Trustee, where he chaired and served on various investment and governance committees. In addition, he served on the Executive Committee of the Investment Company Institute Board of Governors, the industry’s leading trade association in Washington, DC.

Mitch has a long history of philanthropically supporting Trinity College and mentoring its students and alums. Previously, he served on their Board of Fellows and as a College Trustee. In addition, Mitch established the Merin Scholarship Fund, the Merin Family Jewish Studies Endowed Fund, and the Ward S. Curran Fund to support students of need and merit.

Born in Hartford, Connecticut, Mitch attended Trinity College, receiving a bachelor’s degree in economics and an MBA in finance and accounting at Northwestern University.