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Marc Shmerling, Cfa, Caia Email & Phone Number
Managing Director
at
Paul Comstock Partners
1 work email found
@invesco.com
12 phones found area 773, 281, 832, 512, 312, 615, 303, and 404
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Houston, Texas, United States
Who is Marc Shmerling, Cfa, Caia? Overview
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Quick answer
Marc Shmerling, Cfa, Caia is listed as Managing Director at Paul Comstock Partners, based in Houston, Texas, United States. AeroLeads shows a work email signal at invesco.com, phone signal with area code 773, 281, 832, 512, 312, 615, 303, 404, and a matched LinkedIn profile for Marc Shmerling, Cfa, Caia.
Marc Shmerling, Cfa, Caia previously worked as Director of Investment Research at Invesco Us and Senior Quantitative Analyst at Invesco Ltd.. Marc Shmerling, Cfa, Caia holds Masters Of Science And Engineering, Electrical Engineering from University Of Michigan.
Company email context
Email format at Paul Comstock Partners
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*@invesco.com
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AeroLeads found 1 current-domain work email signal for Marc Shmerling, Cfa, Caia. Compare company email patterns before reaching out.
Profile bio
About Marc Shmerling, Cfa, Caia
Passionate about the transformative power of finance and investment, I am Marc Shmerling, a seasoned investment professional with a relentless drive to construct and manage portfolios that not only meet but exceed client expectations. As the Director of Investment Solutions at Invesco Ltd., I lead the charge in developing innovative investment strategies that cater to a diverse range of client needs. With a robust background spanning over a decade in the finance industry, I've honed my skills across various roles including Senior Quantitative Analyst and Equity Analyst. My journey has been marked by a consistent pursuit of excellence, evident in my contributions to the growth ofInvesco's Multi-Asset Solutions Group from its inception to overseeing assets worth over $94 billion.My expertise lies in the intricate art of portfolio construction, especially in crafting custom portfolios that align with specific investment goals. Leveraging my deep understanding of financial theory and quantitative research, I've successfully launched over 70 model portfolio suites, managing assets exceeding $2 billion. My work in developing Invesco's Peak Retirement target date funds and a $1.1 billion direct/private real estate investment vehicle stands as a testament to my capability to innovate and adapt to the ever-evolving financial landscape.Proficient in R programming, I excel in quantitative research, risk management, and statistical analysis, ensuring that every investment decision is backed by rigorous data analysis and a sound theoretical foundation. My proficiency in tools like Bloomberg, FactSet, and various risk models empowers me to deliver insights that drive informed investment choices.As I look ahead, I am eager to connect with like-minded professionals and organizations that share my passion for pushing the boundaries of investment management. Whether you're seeking expertise in portfolio construction, asset allocation, or quantitative analysis, I am here to offer solutions that drive growth and success.Let's explore how we can collaborate to achieve your investment objectives and forge a path to financial excellence.#investment #investing #finance #financialplanning #wealthmanagement #growthinvesting #investingstrategies #riskmanagement #portfoliomanagement #financetips
Listed skills include Financial Analysis, Financial Modeling, Asset Management, Valuation, and 6 others.
Current workplace
Marc Shmerling, Cfa, Caia's current company
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6 roles
Marc Shmerling, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Managing Director
Current
Aug 2024 - Present
Director Of Investment Research
As the Director of Investment Solutions at Invesco, I lead a team of analysts, focusing on the development and allocation of diverse portfolios. My role involves innovating investment strategies to meet client needs and driving growth within the organization. Below are some of my key accomplishments in this position:● Asset Management and Growth: Initiated the Multi-Asset SolutionsGroup, achieving $94B AUM with a 75% average growth rate. Launched over 70 model portfolios with over $2B AUM using diverse investment instruments.● Product Development: Developed a state-sponsored 529 plan, managing $3.7B with a focus on risk positioning transitions. Developed Invesco's Peak Retirement target date funds and a $1.1B direct/private real estate investment vehicle.● Ledership: Manage a team of four analysts responsible for investment research that will continue to improve the investment processes of the Multi-Asset Solutions group.
Mar 2023 - Aug 2024
Senior Quantitative Analyst
In my role as a Quantitative Analyst at Invesco's Quantitative Equity Research Group, I focused on developing analytical tools and models to support investment decisions and risk management. My key contributions during this period included:● Regime Analysis: Utilized Northfield's US and Global fundamental factors andinternally designated economic regimes to generate monthly regime analysisreports. Presented the results to portfolio managers and the Chief InvestmentOfficer (CIO) for strategic decision-making.● Stock Selection Models: Constructed quantitative stock selection models usedby fundamental teams to narrow their buy universe, enhancing the efficiency and effectiveness of their investment strategies.● Risk Modeling: Developed a risk model using both fundamental and principalcomponent factors to generate ex-ante tracking error for the Real EstateInvestment Trust (REIT) team, aiding in risk assessment and portfoliooptimization.● Opportunity Sets: Provided monthly opportunity sets that presented volatilityand pairwise correlations within sectors, giving portfolio managers better visibility into where analysts could most effectively focus their active management efforts.● Factor Analysis: Composed code and tested the efficacy of new fundamentalfactors, contributing to the continuous improvement of the firm's analytical capabilities.
Mar 2018 - Mar 2023
Equity Analyst
Jul 2010 - Mar 2018
Senior Electrical Engineer
May 2005 - Jul 2008
3 education records
Marc Shmerling, Cfa, Caia education
Masters Of Science And Engineering, Electrical Engineering
University Of Michigan
Master Of Science - Ms, Computational Finance & Risk Management
University Of Washington
Mba, Business Administration And Management, General
Texas Mccombs School Of Business
FAQ
Frequently asked questions about Marc Shmerling, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Marc Shmerling, Cfa, Caia work for?
Marc Shmerling, Cfa, Caia works for Paul Comstock Partners.
What is Marc Shmerling, Cfa, Caia's role at Paul Comstock Partners?
Marc Shmerling, Cfa, Caia is listed as Managing Director at Paul Comstock Partners.
What is Marc Shmerling, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @invesco.com for Marc Shmerling, Cfa, Caia at Paul Comstock Partners.
What is Marc Shmerling, Cfa, Caia's phone number?
AeroLeads has found 12 phone signal(s) with area code 773, 281, 832, 512, 312, 615, 303, 404 for Marc Shmerling, Cfa, Caia at Paul Comstock Partners.
Where is Marc Shmerling, Cfa, Caia based?
Marc Shmerling, Cfa, Caia is based in Houston, Texas, United States while working with Paul Comstock Partners.
What companies has Marc Shmerling, Cfa, Caia worked for?
Marc Shmerling, Cfa, Caia has worked for Paul Comstock Partners, Invesco Us, Invesco Ltd., and Motorola.
How can I contact Marc Shmerling, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Marc Shmerling, Cfa, Caia at Paul Comstock Partners, including work email, phone, and LinkedIn data when available.
What schools did Marc Shmerling, Cfa, Caia attend?
Marc Shmerling, Cfa, Caia holds Masters Of Science And Engineering, Electrical Engineering from University Of Michigan.
What skills is Marc Shmerling, Cfa, Caia known for?
Marc Shmerling, Cfa, Caia is listed with skills including Financial Analysis, Financial Modeling, Asset Management, Valuation, Competitive Analysis, Investments, Due Diligence, and Quantitative Finance.
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