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Dave Mertens Email & Phone Number
Consulting SME
at
404Harmony
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Who is Dave Mertens? Overview
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Quick answer
Dave Mertens is listed as Consulting SME at 404Harmony, based in Vail, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Dave Mertens.
Dave Mertens previously worked as Partner and Head of Business Development at Qsv Equity Investors and Board Chair and Independent Trustee, Advisors Series Trust at U.S. Bank. Dave Mertens holds Master Of Business Administration (Mba), Business Administration And Management from Marylhurst University.
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Email format at 404Harmony
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404Harmony
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Profile bio
About Dave Mertens
Entrepreneur with expertise in leading and growing boutique and multi-boutique asset managers. Board of directors experience within investment advisory, mutual fund, ETF, fintech and healthcare organizations.
Current workplace
Dave Mertens's current company
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12 roles · 41 years
Dave Mertens work experience
A career timeline built from the work history available for this profile.
Partner And Head Of Business Development
CurrentSet the business strategy for QSV, an employee-owned specialist in small and mid-cap equities, in collaboration with the firm’s founders.
Feb 2019 - Present
Board Chair And Independent Trustee, Advisors Series Trust
CurrentIndependent Trustee of Advisors Series Trust, a mutual fund multiple series trust sponsored by U.S. Bancorp Fund Services, LLC. Advisors Series Trust allows advisers to capitalize on the strength of their investment strategies and stay focused on raising and managing assets.
Mar 2017 - Present
Jul 2024 - Present
Mentor
CurrentMergeLane is a mentor-driven startup accelerator focused on discovering, accelerating and investing in exceptional women and the companies they run.
Nov 2018 - Present
Member, Fiduciary Board
Apr 2021 - Jun 2023
Advisory Council Member
TIFIN creates and operates companies that apply data science, AI, and technology to address frictions in wealth and asset management.
Sep 2020 - May 2022
Managing Director
Led the go-to-market strategies for Jensen Investment Management, a manager of high conviction public equity strategies.
2002 - Feb 2017
President
Berger Distributors
Leadership of the broker-dealer providing distribution for all registered mutual funds advised by Berger Financial Group, LLC.
1999 - 2002
~3 yrs
Senior Vice President
Berger Financial Group Llc
Built and led the institutional and intermediary sales, marketing and client service teams that distributed the growth equity products managed by Berger Financial Group and its investment boutiques, value equity managers Bay Isle Financial and Perkins Investment Management, and quantitative manager Enhanced Investment Technologies (INTECH). Berger was merged into Janus Capital Group (JHG).
1995 - 2002
~7 yrs
Regional Vice President
1992 - 1995
~3 yrs
Regional Director
1986 - 1992
~6 yrs
3 education records
Dave Mertens education
Master Of Business Administration (Mba), Business Administration And Management
Marylhurst University
B.S., Telecommunications; Minor, Marketing
Ball State University
Journalism
Valparaiso University
FAQ
Frequently asked questions about Dave Mertens
Quick answers generated from the profile data available on this page.
What company does Dave Mertens work for?
Dave Mertens works for 404Harmony.
What is Dave Mertens's role at 404Harmony?
Dave Mertens is listed as Consulting SME at 404Harmony.
Where is Dave Mertens based?
Dave Mertens is based in Vail, Colorado, United States while working with 404Harmony.
What companies has Dave Mertens worked for?
Dave Mertens has worked for 404Harmony, Qsv Equity Investors, U.S. Bank, Mergelane, and Tifin.
How can I contact Dave Mertens?
You can use AeroLeads to view verified contact signals for Dave Mertens at 404Harmony, including work email, phone, and LinkedIn data when available.
What schools did Dave Mertens attend?
Dave Mertens holds Master Of Business Administration (Mba), Business Administration And Management from Marylhurst University.
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